Financial Planning Assistant
20 hours ago
Job Title: Financial Planning Specialist
Location: Plymouth
Salary: £30,000 - £40,000
The Company:
Capio Recruitment Financial Planning is a friendly, Chartered Independent Financial Advisory firm that offers professional, tailored advice to a bespoke client base. Creating and maintaining strong client relationships is a priority, and every client is treated with the same high level of service. You will be a key part of the wealth management team, working closely with the Financial Advisers.
Responsibilities:
- Providing support to the Financial Advisers in delivering high-quality financial planning services
- Undertaking needs analysis work to identify clients' financial goals and objectives
- Performing research and various forms of calculations to inform financial planning recommendations
- Preparing plan reviews and presenting findings to clients
- Writing reports and letters to communicate financial planning advice
The Required Skills:
- A Level 4 Diploma in Regulated Financial Planning or working towards
- A strong understanding of financial products and services
- Experience working within a financial planning firm
- A willingness to undertake industry-relevant qualifications
To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.
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