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Financial Planning Specialist

2 months ago

Nottingham, Nottingham, United Kingdom Capio Recruitment Full time

Job Title – Paraplanner

Location – Nottingham

Salary – £30,000 - £40,000

Job Description:

Capio Recruitment is working with a truly independent financial services firm on an exciting opportunity for an experienced Financial Planning Specialist to join a practice in Nottingham. The firm prides themselves on their dynamic approach to financial advice which is tailored to their clients' needs. Alongside their Chartered status, they have an excellent level of technical knowledge particularly around pensions, income protection, and cash flow.

You will be working collaboratively with the firm's financial planners and within the close-knit wealth management team who offer holistic advice to high-net-worth clients. Day-to-day duties include producing suitability reports, cash flow modelling, risk profiling and exposure, whilst also researching further financial products.

What our client will offer you:

  • 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
  • A healthy benefits package including a generous holiday with option to buy more holiday, online GP, work mobile phone, attractive pension contribution.

Requirements:

  • Diploma qualified Financial Planning Specialist
  • 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.