Financial Planning Assistant

4 weeks ago


Newton Abbot, Devon, United Kingdom Capio Recruitment Financial Planning Full time
Paraplanner Job Opportunity

We are seeking a skilled Paraplanner to join our team at Capio Recruitment Financial Planning. As a Paraplanner, you will play a crucial role in supporting our financial planners in providing exceptional client service.

Key Responsibilities:
  • Process information post-meeting to ensure seamless support to our financial planners.
  • Write and produce suitability reports that meet the highest standards.
  • Conduct thorough product and fund research to provide informed recommendations.
  • Ensure all tasks and client files are kept compliant with regulatory requirements.
  • Update back-office systems to maintain accurate records.
  • Analyze data and utilize research tools to develop client solutions.
Requirements:
  • Level 4 Diploma qualification or close to completion (Chartered desirable).
  • Previous experience working in a similar Paraplanning role.
  • Strong analytical skills with the ability to solve complex problems.
  • Proficiency in using CRM systems and back-office tools.

If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply for this exciting opportunity. Please get in touch with us at Capio Recruitment Financial Planning to learn more about this position.



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