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Financial Planning Assistant

2 months ago

Newton Abbot, Devon, United Kingdom Capio Recruitment Financial Planning Full time
Financial Planning Assistant

Capio Recruitment Financial Planning is seeking a skilled Financial Planning Assistant to join their team. As a Financial Planning Assistant, you will play a crucial role in supporting the financial planners in providing high-quality advice to clients.

Key Responsibilities:
  • Process information post-meeting to ensure seamless support to financial planners
  • Write and produce suitability reports to meet client needs
  • Perform product and fund research to identify suitable solutions
  • Ensure all tasks and client files are kept compliant with regulatory requirements
  • Update back-office systems to maintain accurate records
  • Analyze data and use research tools to provide client solutions
Requirements:
  • Level 4 Diploma qualified or close to completion (Chartered desirable)
  • Previous experience working in a similar Paraplanning role
  • Analytical skills with good problem-solving abilities
  • Previous experience using CRM systems and back-office tools

Capio Recruitment Financial Planning offers a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.