Financial Planning Support Specialist

6 days ago


Knutsford, Cheshire East, United Kingdom Capio Recruitment Full time

We are seeking an experienced Financial Planning Support Specialist to join our team at Capio Recruitment. This role is ideal for someone with a passion for finance and administration, who is looking to take their career to the next level.

In this exciting position, you will work closely with senior financial advisors and directors to provide administrative support for clients, process new business, and manage different platforms and providers. You will also have the opportunity to work in a fast-paced, friendly team environment with flexible working arrangements available.

Key responsibilities of the role include:

  • Creating valuation reports, illustrations, and sending out Letters of Advice (LOAs).
  • Working directly with financial advisers to ensure a smooth client advice process.

To be successful in this role, you will need:

  1. Previous experience within a fast-paced financial planning support role, ideally in a whole of market environment.
  2. Experience working with Intelligent Office (IO) software.

The salary for this position is £26,000 to £30,000 plus a company bonus and benefits package.



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