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Financial Adviser

7 months ago

Worcester, United Kingdom Capio Recruitment Full time

**Financial Adviser**

**Worcester**

**£40,000-£90,000 + Bonus**

**The Company**

Capio Recruitment is working with an award-winning wealth management business who are known for providing industry leading services. Alongside being an Independent Firm, this company operates a client first approach, and looking for advisers who carry a similar ethos.

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 healthy work-life balance, including remote working opportunities.

**The Role**

This role itself will be to service an existing client bank built up with a variety of cases including Retirement Planning, IHT, Estate Planning, Investments. Due to the level of clients, you’ll need to be a technical individual and comfortable dealing with cases at this level. You will receive full paraplanning and administration support from the back-office team.

Alongside the existing client portfolio, there is a significant requirement from referrals so you will have the opportunity to develop new business through this, plus building on relationships with local professional firms/individuals with the aim to grow the portfolio.

**Why should you join?**

Industry-Leading Services: You'll become part of an award-winning wealth management business known for its high quality services.

Client-First Approach: If you share the ethos of putting clients first, this is the place to be; the company prides itself on this approach.

Forward-Thinking Culture: Join a team that's actively driving growth through a forward-thinking approach, including a strong emphasis on technology.

Full Back-Office Support: Enjoy the advantages of full back-office support, ensuring you can focus on your clients and their needs.

Friendly and Professional Culture: Be part of a friendly yet ambitious team that places a premium on professionalism and collaboration.

Work-Life Balance: The company values work-life balance, offering remote working opportunities and additional benefits to support your well-being.

**You will have**:

- 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. 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

**Join a dynamic, client-centric, and forward-thinking team where you can make a significant impact on your clients' financial well-being while enjoying a supportive and flexible work environment.**

Financial Advisor, financial adviser, financial planner, Wealth manager

INDALE

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

**Salary**: £40,000.00-£90,000.00 per year

**Benefits**:

- Company pension
- Life insurance
- Private medical insurance
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme
- Performance bonus

Ability to commute/relocate:

- Worcester: reliably commute or plan to relocate before starting work (required)

Work Location: In person