Paraplanner - Financial Planning Specialist
4 days ago
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 our wealth management team, you will work closely with our financial advisers to provide exceptional support.
Key Responsibilities:
- Providing administrative support to our financial advisers
- Conducting thorough needs analysis to identify client requirements
- Performing in-depth research and calculations to inform financial planning decisions
- Preparing comprehensive plan reviews and reports
- Developing and writing clear, concise letters to clients
Required Skills and Qualifications:
- Level 4 Diploma in Regulated Financial Planning or working towards
- Strong understanding of financial products and services
- Experience working within a financial planning firm
- Commitment to ongoing professional development and industry-relevant qualifications
About the Role:
This is an exciting opportunity to join a dynamic team and contribute to the delivery of exceptional financial planning services. If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply.
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