Senior Financial Planning Assistant
2 days ago
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:
- Previous experience in a similar role, preferably in a whole of market environment.
- 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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