Senior Financial Planning Associate

17 hours ago


Hampshire, United Kingdom Capio Recruitment Full time

Job Title: Paraplanner

Location: West Hampshire (Hybrid)

Salary: £40,000 - £50,000

Capio Recruitment is working with a Chartered independent financial planning firm on an opportunity to support their team of experienced advisers in delivering quality and thorough advice to clients.

The ideal candidate will have a minimum of 5 years experience as a Paraplanner in a financial planning firm, excellent understanding of financial planning and investment products, strong analytical skills and attention to detail, excellent communication and interpersonal skills, and a Diploma in Regulated Financial Planning or Chartered.

Key Requirements:

  • A minimum of 5 years of experience working as a Paraplanner in a financial planning firm
  • Excellent 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 Chartered (desirable)


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