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Financial Planning Assistant

2 months ago

Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Full time £35,000 - £40,000

Job Title: Paraplanner

Location: Hybrid

Salary: £35,000 - £40,000

Capio Recruitment is partnering with an independent financial services firm to find a skilled Paraplanner to join their team. The company prides itself on delivering high-quality financial planning services with a focus on client satisfaction.

As a Paraplanner, you will play a critical role in supporting the financial advisors to provide top-notch financial planning advice and investment solutions to clients. Your responsibilities will include researching and analyzing financial products, preparing suitability reports, and collaborating with financial advisors to deliver exceptional client service.

The company offers a competitive salary, hybrid working arrangement, and a comprehensive benefits package, including discretionary bonuses and training opportunities to help you advance in your career.

To succeed in this role, you should possess excellent analytical skills, attention to detail, and a strong understanding of financial planning and investment products. You should be able to work collaboratively as part of a team and have excellent communication and interpersonal skills.

Key Requirements:

  • A minimum of two years of experience working as a Paraplanner in a financial services firm
  • A good understanding of financial planning and investment products
  • Strong analytical skills and attention to detail
  • Excellent communication and interpersonal skills
  • Diploma in Regulated Financial Planning (or working towards)

To discuss this opportunity further, please contact one of our Financial Services specialists at Capio Recruitment.