Financial Planning Assistant

2 days ago


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

Capio 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 providing tailored advice to clients
  • Conduct needs analysis to identify client requirements
  • Research and analyze financial data to inform planning decisions
  • Prepare and review financial plans to ensure accuracy and completeness
  • Develop and maintain strong relationships with clients

Requirements:

  • Level 4 Diploma in Regulated Financial Planning or working towards
  • Strong understanding of financial products and services
  • Experience working in a financial planning firm
  • Ability to work collaboratively as part of a team

Capio Recruitment Financial Planning offers a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.



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