Financial Advisor

3 weeks ago


Wolverhampton, United Kingdom Capio Recruitment Full time

Capio recruitment are working closely with an Independent Financial Planning firm who are looking for an Independent Financial Adviser to join their team in Wolverhampton. They pride themselves on their values and always put the customer first at every step of the way. They are one of the UK's leading integrated wealth management and professional service groups, they look after their client's combined wealth and tax needs, personal and business.

You will be working closely with clients and attending client meetings when needed. You will also be working closely with the in house administration and compliance teams to provide the best outcome for the clients.

Alongside the day-to-day role, you will have a comprehensive training structure set out to assist your development within your career, with internal progression being a key part of their business. This firm heavily invest in growing and developing talent whilst providing a family feel environment, with regular social events.

They are looking to invest in someone who will grow and develop with the business.

What our client will offer you:
Salary is negotiable and dependent on experience

Attractive benefits package

Hybrid working with flexible hours

Ongoing training and development support

Exam support

Required experience:
Experience working within an independent firm

CAS Status

Experience with client meetings

To discuss this opportunity at length, please contact one of our Financial Planning team specialists at Capio recruitment

**Salary**: £45,000.00-£50,000.00 per year

**Benefits**:

- Company pension
- Work from home

Schedule:

- No weekends

Ability to commute/relocate:

- Wolverhampton, West Midlands: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Financial Advisor: 2 years (preferred)

Work Location: One location

Reference ID: 36729



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