Financial Adviser
5 days ago
**Job Title: Financial Planner**
**Salary: Negotiable**
**Location: Edinburgh**
Capio Recruitment is working with an award-winning wealth management business who have a national presence providing industry leading services. With a client first approach, they understand that money is just one element to wealth management industry.
They have multiple offices across the UK with allows them to provide a national level of service on a local level. Due to the size of the firm and their array of services, there is a very attractive salary and benefits package attached to the role, includinggenerous bonus.
The business prides themselves on a friendly culture with an ambitious and professional approach, with a combined team effort of a premium service. Alongside this, our client values their employees and there are several additional benefits to support a healthywork-life balance.
**The Role**
The role itself will be working within the remote advice service, providing financial advice to individual on cases such as Pensions, Investments and Protection. With incoming leads and admin/paraplanning support, this is a great position for someone tocome in and put their mark on the work.
Due to it being fast paced, professional environment, you will need to be able to manage workload without minimising quality of work. With great success over the last couple of years, the career prospects are very promising with our clients forward thinkingapproach.
**The Required Skills**:
- Experience working within a Financial Planning or Wealth Management Firm is essential.
- Key experience in providing advice on Pensions, Investments and Protection.
- Level 4 Diploma in Financial Planning or equivalent. Working towards advanced diploma is desirable.
- Personable professional who is comfortable dealing with clients both written and verbally.
- A strong understanding and knowledge of all the financial services products
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