Financial Planning Assistant Manager

2 days ago


Kettering, Northamptonshire, United Kingdom Capio Recruitment Full time
Job Overview

We are looking for an ambitious individual to join our client's team as a Technical Paraplanner. As part of this role, you will assist Financial Planners with producing suitability reports, creating cash flow forecasts, and completing technical paperwork.

The ideal candidate will have a strong background in financial planning, preferably with a Level 4 Diploma or equivalent, and experience working with CRM systems. They should also possess excellent communication skills and be able to work effectively with clients.

This is an excellent opportunity to join a leading Independent Financial Advisor and take your career to the next level. Our client offers a supportive and dynamic work environment, with opportunities for growth and development.

The salary for this role is estimated to be around £42,500 - £52,000 per annum, depending on experience.



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