Financial Planning Assistant

20 hours ago


Plymouth, Plymouth, United Kingdom Capio Recruitment Financial Planning Full time

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.



  • Plymouth, Plymouth, United Kingdom Capio Recruitment Financial Planning Full time

    Financial Planning AssistantCapio Recruitment Financial Planning is seeking a skilled Financial Planning Assistant to join their team. As a Financial Planning Assistant, you will provide support to the Financial Advisers, undertaking needs analysis work, performing research, and preparing plan reviews.Key Responsibilities:Support the Financial Advisers in...


  • Plymouth, Plymouth, United Kingdom Capio Recruitment Financial Planning Full time

    Financial Planning AssistantCapio Recruitment Financial Planning is seeking a skilled Financial Planning Assistant to join their team. As a Financial Planning Assistant, you will provide support to the Financial Advisers, undertaking needs analysis work, performing research, and preparing plan reviews.Key Responsibilities:Support the Financial Advisers in...


  • Plymouth, Plymouth, United Kingdom Capio Recruitment Financial Planning Full time

    Financial Planning AssistantCapio Recruitment Financial Planning is seeking a skilled Financial Planning Assistant to join their team. As a key member of the wealth management team, you will work closely with Financial Advisers to provide support and undertake needs analysis work.Key Responsibilities:Providing administrative support to Financial...


  • Plymouth, Plymouth, United Kingdom Capio Recruitment Financial Planning Full time

    Financial Planning AssistantCapio Recruitment Financial Planning is seeking a skilled Financial Planning Assistant to join their team. As a key member of the wealth management team, you will work closely with Financial Advisers to provide support and undertake needs analysis work.Key Responsibilities:Providing administrative support to Financial...


  • Plymouth, Plymouth, United Kingdom Capio Recruitment Financial Planning Full time

    Financial Planning Assistant **About the Role** We are seeking a highly skilled Financial Planning Assistant to join our team at Capio Recruitment Financial Planning. As a key member of our wealth management team, you will provide critical support to our Financial Advisers, helping them to deliver exceptional client service and achieve their...


  • Plymouth, Plymouth, United Kingdom Capio Recruitment Financial Planning Full time

    Financial Planning Assistant **About the Role** We are seeking a highly skilled Financial Planning Assistant to join our team at Capio Recruitment Financial Planning. As a key member of our wealth management team, you will provide critical support to our Financial Advisers, helping them to deliver exceptional client service and achieve their...


  • Plymouth, Plymouth, United Kingdom Capio Recruitment Financial Planning Full time

    Paraplanning Opportunity at Capio Recruitment Financial PlanningWe are seeking a skilled Paraplanner to join our team at Capio Recruitment Financial Planning. As a key member of our wealth management team, you will work closely with our Financial Advisers to provide exceptional support and services to our clients.Key Responsibilities:Support the Financial...


  • Plymouth, Plymouth, United Kingdom Capio Recruitment Financial Planning Full time

    Paraplanning Opportunity at Capio Recruitment Financial PlanningWe are seeking a skilled Paraplanner to join our team at Capio Recruitment Financial Planning. As a key member of our wealth management team, you will work closely with our Financial Advisers to provide exceptional support and services to our clients.Key Responsibilities:Support the Financial...


  • Plymouth, Plymouth, United Kingdom Capio Recruitment Financial Planning Full time

    Financial Planning Support RoleWe are seeking a skilled and experienced Financial Planning Support Specialist to join our team at Capio Recruitment Financial Planning. As a key member of our wealth management team, you will provide critical support to our Financial Advisers, helping them to deliver exceptional client service and achieve their goals.Key...


  • Plymouth, Plymouth, United Kingdom Capio Recruitment Financial Planning Full time

    Financial Planning Support RoleWe are seeking a skilled and experienced Financial Planning Support Specialist to join our team at Capio Recruitment Financial Planning. As a key member of our wealth management team, you will provide critical support to our Financial Advisers, helping them to deliver exceptional client service and achieve their goals.Key...


  • Plymouth, Plymouth, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Paraplanner Location: Salary: £30,000 - £40,000 About the Company: Capio Recruitment Financial Planning is a leading provider of financial planning services, offering bespoke advice to a diverse client base. We prioritize building strong relationships with our clients, delivering a high level of service to each individual. As a key member of...


  • Plymouth, Plymouth, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Paraplanner Location: Salary: £30,000 - £40,000 About the Company: Capio Recruitment Financial Planning is a leading provider of financial planning services, offering bespoke advice to a diverse client base. We prioritize building strong relationships with our clients, delivering a high level of service to each individual. As a key member of...


  • Plymouth, Plymouth, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Paraplanner Location: Salary: £30,000 - £40,000 About the Company: Capio Recruitment Financial Planning is a leading provider of financial planning services, dedicated to delivering exceptional results to our clients. As a key member of our team, you will have the opportunity to work closely with our experienced financial planners to provide...


  • Plymouth, Plymouth, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Paraplanner Location: Salary: £30,000 - £40,000 About the Company: Capio Recruitment Financial Planning is a leading provider of financial planning services, dedicated to delivering exceptional results to our clients. As a key member of our team, you will have the opportunity to work closely with our experienced financial planners to provide...


  • Plymouth, Plymouth, United Kingdom Lloyd Barnes Accountancy Recruitment Full time

    About the RoleWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Lloyd Barnes Accountancy Recruitment. As a key member of our team, you will play a crucial role in financial planning, analysis, and decision-making for our clients.Key ResponsibilitiesDevelop and maintain financial models to support business...


  • Plymouth, Plymouth, United Kingdom Lloyd Barnes Accountancy Recruitment Full time

    About the RoleWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Lloyd Barnes Accountancy Recruitment. As a key member of our team, you will play a crucial role in financial planning, analysis, and decision-making for our clients.Key ResponsibilitiesDevelop and maintain financial models to support business...


  • Plymouth, Plymouth, United Kingdom Lloyd Barnes Accountancy Recruitment Full time

    About the RoleWe are seeking a detail-oriented and analytical Financial Planning and Analysis (FP&A) Specialist to join our team at Lloyd Barnes Accountancy Recruitment. This on-site position offers flexible scheduling to accommodate school drop-offs and other outside responsibilities.Key ResponsibilitiesAnalyse financial data and create models for decision...


  • Plymouth, Plymouth, United Kingdom Lloyd Barnes Accountancy Recruitment Full time

    Job Summary:Lloyd Barnes Accountancy Recruitment is seeking a detail-oriented and analytical Financial Planning and Analysis Specialist to join their team on a permanent basis. This on-site position offers flexible scheduling to accommodate school drop-offs and other outside responsibilities.Key Responsibilities:Analyse financial data and create models for...


  • Plymouth, Plymouth, United Kingdom Farrer Barnes Limited Full time

    Farrer Barnes Limited is seeking a highly skilled Management Accountant to join their finance team on a temporary to permanent basis. The ideal candidate will have a strong background in financial analysis and budget planning, with the ability to provide high-quality financial information to support decision-making. Key responsibilities will...


  • Plymouth, Plymouth, United Kingdom Farrer Barnes Limited Full time

    Farrer Barnes Limited is seeking a highly skilled Management Accountant to join their finance team on a temporary to permanent basis. The ideal candidate will have a strong background in financial analysis and budget planning, with the ability to provide high-quality financial information to support decision-making. Key responsibilities will...