At a Glance
- Tasks: Support Chartered Financial Planners by preparing reports and researching investments.
- Company: Capelin Financial Management Limited, a professional and collaborative team in Knowle.
- Benefits: Gain valuable experience in financial planning with opportunities for growth.
- Other info: Join a dynamic team focused on professional development and compliance.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Interest in finance and strong organisational skills are essential.
The predicted salary is between 27000 - 33000 £ per year.
Capelin Financial Management Limited in Knowle is seeking a Financial Planning Assistant / Paraplanner to support Chartered Financial Planners.
You will prepare financial planning reports, research pensions and investments, and help build client recommendations.
The role includes data gathering, records updates, and ensuring compliance in a collaborative, professional team.
You will contribute to suitability letters, review existing arrangements, and assist with internal process improvements.
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Financial Planning Assistant & Paraplanner — Growth Focus in Knowle employer: Capelin Financial Management Limited - Chartered Financial Planners
Capelin Financial Management Limited is an exceptional employer located in Knowle, offering a collaborative and professional work environment where you can thrive as a Financial Planning Assistant / Paraplanner. With a strong focus on employee growth, we provide opportunities for skill development and career advancement while ensuring a supportive culture that values teamwork and innovation. Join us to make a meaningful impact in financial planning and enjoy the benefits of working with experienced Chartered Financial Planners.
Contact Details:
Capelin Financial Management Limited - Chartered Financial Planners Recruitment Team
