Financial Planning Professional

7 days ago


Kettering, Northamptonshire, United Kingdom Capio Recruitment Financial Planning Full time
{"title": "Financial Planning Role", "content": "Job Overview

Capio Recruitment Financial Planning is seeking a talented individual to join our team as a Graduate Trainee Financial Planner. This role offers a unique opportunity to develop your skills and knowledge in financial planning, working closely with our experienced financial planners to provide a comprehensive service to our clients.

Key Responsibilities
  • Assist in the preparation of financial plans and reports for clients
  • Conduct research and analysis to support financial planning decisions
  • Develop strong relationships with clients and providers
  • Contribute to the growth and development of our financial planning team
Requirements
  • R01 or equivalent qualification
  • Relevant degree and strong academic skills
  • Excellent communication and analytical skills
  • Strong interest in finance and a desire to pursue a career in financial planning
What We Offer

Our firm provides a supportive and dynamic work environment, with opportunities for professional development and career progression. We offer a competitive salary and benefits package, as well as a strong bonus structure and leads.

If you are a motivated and ambitious individual looking to start your career in financial planning, we encourage you to apply for this exciting opportunity."}



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