Financial Planning Assistant

4 days ago


Crewe, Cheshire East, United Kingdom Capio Recruitment Full time

As a highly skilled Financial Planning Assistant, you will play a key role in supporting our team of financial advisors. Located in Crewe, UK, this position offers a competitive salary of £25,000 - £30,000 per annum, along with the opportunity to work remotely one day a week and enjoy a comprehensive BUPA health plan.

We are seeking an experienced individual with a strong background in financial planning, back-office system familiarity, and suitability report writing skills. Your primary responsibilities will include managing client documentation, preparing suitability reports, and providing administrative support to our financial advisors.

The ideal candidate will possess excellent communication and organizational skills, as well as the ability to maintain accurate records using Intelligent Office. If you're looking to develop your career in a growing business with opportunities for advancement, we encourage you to apply today.



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