Chartered Financial Planner

1 week ago


Kettering, United Kingdom CAPIO RECRUITMENT LIMITED Full time

**Job Title: Chartered Financial Planner**

**Location: Kettering**

**Salary: £50,000 - £65,000 + Bonus + Car allowance**.

This firm is a highly professional, growing Financial Planning firm that offer holistic Financial Advice to both private individuals and businesses as well as offering an in house Discretionary Investment Management services.

A modern, forward-thinking business that place technology at the heart of everything that they do and with a state of the art office premise - this is a firm that is moving in the right direction. Having seen strong growth over the last few years despitethe challenges of Covid. They have a strong lead source through long standing professional introducers within an accountancy practice and also generate referrals from a healthy existing client base.

Along with this is a strong bonus structure which means obtaining a significant amount of bonus is very achievable, there is exam support, a healthy benefits package including private medical cover and this firm provide a comprehensive structure and workingenvironment to get the very best out of their advising team.

**The Role**:
This position would involve providing tailored Financial Planning Advice to the firm’s clients and converting incoming leads in order to build and develop your client base.

Putting the clients needs first to provide a personable, tailored solution to their individual financial planning needs.

Covering a broad spectrum of advice and you will have full paraplanning and administrative support from an experienced, professional back office team.

This would be a fantastic opportunity for someone who is technically minded and with excellent relationship skills, but who would benefit from a more reliable lead source to allow them to focus on the advising side of the role.

**The Required Skills**:
**Essential**:

- Level 4 Diploma in Financial Planning and a strong level of technical knowledge and an interest in continuing to develop this.
- Experience or providing Financial Advice previously is essential.
- Excellent communication skills, both written and verbal, as well as strong analytical and numerical skills

**Desirable**:

- An ambition to continue studying towards Level 6 Chartered Status.
- Competent Adviser Status (CAS) would be desirable

**If you are interested in hearing more about this, then please get in touch with Capio



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