Paraplanner - Financial Planning Specialist

4 days ago


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 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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