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Financial Planning Assistant

2 months ago

Kettering, Northamptonshire, United Kingdom Capio Recruitment Financial Planning Full time
Financial Planning Role at Capio Recruitment Financial Planning

We are seeking a highly motivated and organized individual to join our team as a Financial Planning Assistant. As a key member of our back-office function, you will be responsible for providing administrative and paraplanning support to our financial planners.

About the Role:

This is an excellent opportunity for someone looking to develop their career in financial services. You will work closely with our financial planners to provide a comprehensive service to our clients, including administrative tasks and paraplanning duties.

Key Responsibilities:

  • Provide administrative support to our financial planners, including data entry, document preparation, and client communication.
  • Assist with paraplanning duties, including researching and analyzing financial data, preparing reports, and presenting findings to clients.
  • Develop strong relationships with clients and providers, ensuring excellent communication and customer service.
  • Contribute to the development of our team, sharing knowledge and best practices to drive business growth.

Requirements:

  • R01, CF1, FA1 or equivalent qualifications, with a desire to further your study to obtain the Level 4 Diploma in Financial Planning.
  • Experience of working within a financial services firm, with a strong understanding of financial planning principles and practices.
  • Excellent communication and interpersonal skills, with the ability to work effectively in a team environment.
  • Strong analytical and numerical skills, with a keen eye for detail and a passion for finance.

What We Offer:

We offer a competitive salary, excellent benefits package, and clear career progression opportunities. If you are a motivated and organized individual looking to develop your career in financial services, we would love to hear from you.