Senior Financial Planning Assistant

2 days ago


Knutsford, Cheshire East, United Kingdom Capio Recruitment Full time

Capio Recruitment is working with a boutique financial planning firm in Cheshire East, seeking an experienced professional to support their client services team.

The ideal candidate will have previous experience within a fast-paced financial planning support role, ideally in a whole of market environment.

This company offers flexibility and opportunities for growth, making it an attractive option for those looking to advance their careers.

Salary: £26,000 to £30,000 plus company bonus and benefits package

About the Role:

We are currently working alongside a dynamic financial planning firm who have exciting growth plans.

  • Supporting senior financial advisers and directors with administration tasks.
  • Processing new business and communicating with clients.
  • Working directly with financial planners to ensure seamless client advice processes.

Required Skills and Qualifications:

  1. Previous experience in a similar role, preferably in a whole of market environment.
  2. Experience with Intelligent Office (IO) software.

Benefits:

The company offers additional flexibility, allowing remote work one day a week. Late and early start/finish teams are also available to accommodate staff needs.



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