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Financial Planning Assistant

2 months ago

Nottingham, Nottingham, United Kingdom Capio Recruitment Financial Planning Full time
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Capio Recruitment Financial Planning is seeking an experienced Paraplanner to join their team in Nottingham. The ideal candidate will have a strong background in financial planning and a passion for delivering high-quality results.

About the Role

The Paraplanner will be responsible for producing suitability reports, cash flow modelling, risk profiling and exposure, and researching further products. They will work collaboratively with the firm's financial planners and within the close-knit wealth management team to provide holistic advice to high-net-worth clients.

What We Offer
  • Hybrid working with flexible hours
  • Competitive salary based on experience
  • A positive team environment with a breadth of support and room to grow
  • Paid for training and qualifications
  • Healthy benefits package including a generous holiday with option to buy more holiday, online GP, work mobile phone, attractive pension contribution
Requirements
  • Diploma qualified Paraplanner
  • 3 or more years' experience
  • Good technical knowledge
  • Strong attention to detail, organisation and a problem solving acumen
  • Proficient in cash flow systems such as Voyant and Excel

If you are interested in this opportunity and would like to discuss further, please contact Capio Recruitment Financial Planning and we would be happy to help.

About Capio Recruitment Financial Planning

Capio Recruitment Financial Planning is a leading recruitment agency specialising in financial services. We pride ourselves on our dynamic approach to financial advice and our commitment to delivering exceptional results for our clients.

Why Choose Us

We offer a unique opportunity to join a forward-thinking company that values innovation and excellence. Our team is passionate about delivering high-quality results and providing exceptional service to our clients.

Get in Touch

Contact us today to discuss this exciting opportunity and find out more about our company culture and values.