At a Glance
- Tasks: Support financial planners by preparing reports and conducting detailed research on investments and pensions.
- Company: Capelin Financial Management, a leading firm of Chartered Financial Planners.
- Benefits: Professional development funding, competitive salary, and a supportive team environment.
- Other info: Opportunity for career growth in a collaborative and professional setting.
- Why this job: Join a dynamic team and make a real impact in clients' financial futures.
- Qualifications: Strong financial planning skills and analytical abilities; relevant qualifications are a plus.
The predicted salary is between 41850 - 51150 £ per year.
We are fully committed to your professional development.
Company Description
Capelin Financial Management Limited is a firm of Chartered Financial Planners providing professional financial planning services for discerning clients.
The company offers comprehensive wealth management, combining professionally assessed risk with evidence-based investment management.
Its highly qualified technical analysts and advisers specialize in pensions, investments, and broader wealth management matters.
Capelin also provides financial administration services and operates as an Independent Financial Adviser (IFA), giving clients access to unbiased advice and tailored strategies.
Role Description
This is a full-time, on-site Financial Planning Assistant / Paraplanner role based in Knowle.
The role involves supporting Chartered Financial Planners by preparing financial planning reports, performing detailed research and analysis on pensions, investments, and wealth strategies, and assisting with the construction of client recommendations.
Day-to-day tasks include gathering and validating client data, updating records, liaising with providers, and ensuring documentation is accurate and compliant.
The Financial Planning Assistant / Paraplanner will help produce suitability letters, review existing financial arrangements, and maintain high standards of client service and confidentiality.
The role also includes administrative support to the advisory team and contributing to the ongoing refinement of internal processes.
Qualifications
- Strong Financial Planning skills, including understanding of pensions, investments, tax-efficient strategies, and wealth management.
- Robust Analytical Skills to interpret complex financial information, assess risk, and support evidence-based investment decisions.
- Knowledge of Investments and Finance, including financial products, platforms, and regulations within an IFA or advisory environment.
- Clear, structured Report Writing abilities to produce accurate, client-focused suitability reports and supporting documentation.
- Relevant professional qualifications or progress toward them (e. g., Diploma in Financial Planning, Level 4 RQF, or equivalent) are highly desirable.
We will fund examination progression.
- Strong attention to detail, numerical accuracy, and proficiency with financial planning software and Microsoft Office tools.
- Effective communication and interpersonal skills, with a commitment to client service and working collaboratively in a professional team.
- Ability to manage multiple tasks, prioritize workload, and maintain confidentiality in a regulated environment.
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Financial Planning Assistant / Paraplanner in Knowle employer: Capelin Financial Management Limited - Chartered Financial Planners
Capelin Financial Management Limited is an exceptional employer dedicated to fostering professional growth and development for its employees. Located in Knowle, the firm offers a collaborative work culture where team members are encouraged to enhance their skills through funded qualifications and hands-on experience in financial planning. With a commitment to high standards of client service and a focus on evidence-based investment management, employees can expect a rewarding career path in a supportive environment that values integrity and excellence.
Contact Details:
Capelin Financial Management Limited - Chartered Financial Planners Recruitment Team
