Chartered Financial Planner

1 day ago


Edinburgh, United Kingdom Capio Recruitment Full time

**Job Title - Chartered Financial Planner**

**Location - Edinburgh**

**Salary - £65,000 - £75,000 + Bonus**

Capio Recruitment is working with an independent financial planning firm on an exciting opportunity for an experienced Financial Planner to join a practice in Edinburgh. Our client has set high standards with the advice they provide, putting their clients first throughout the process. Alongside their Chartered status, they have an excellent level of technical knowledge particularly around investments, pensions, retirement, and estate planning.

This will would be perfect for someone who has a strong level of technical knowledge and has a track record of writing strong business numbers whilst also being within a senior position. Within this role you will be co-ordinating development and training of junior members whilst also providing advice to the longstanding clients of the business.

**What our client will offer you**:

- Competitive salary based on experience
- Attractive benefits package
- Flexible working options
- Ongoing training and development
- Forward thinking firm with great progression routes

**Required experience**:

- Level 6 Qualified is a minimum
- Multiple years’ experience within an independent firm
- Key understanding with the full range of financial products
- Approachable, professional, and ambitious
- Proficient in systems such as Microsoft 365 and FE Analytics, Dynamic Planner plus provider platforms

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

“INDDAN”

**Job Types**: Full-time, Permanent

**Salary**: £65,000.00-£75,000.00 per year

**Benefits**:

- Free parking
- On-site parking
- Work from home

Schedule:

- Monday to Friday



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