Independent Financial Adviser

3 weeks ago


Stamford, United Kingdom Capio Recruitment Full time

**Job Title: Independent Financial Planner**

**Salary: £45,000 - £70,000**

**Location: Lincolnshire, Hybrid Remote Working**
- **The Job Role?**_

This is a brilliant opportunity to join a long-standing company of expert financial planners that diversify across a wide range of specialisms within Wealth Management. This is a multifaceted firm who uphold high standards of professionalism striving to put the client at the heart of everything they do.

Currently we are seeking to find a new Independent Financial Adviser to sit within the Wealth team working directly existing clients of the firm whilst developing new business and building a portfolio of your own. Your role will involve providing ongoing Advice to a diverse client bank of wealthy individuals and using your skills to obtain new leads via referrals from the existing bank and developing new relationships with introducers of your own. This position would be perfect for a technical Financial Planner who is used to dealing with HNW clients and has excellent relationship development skills.
- **The Required Skills**:_
- Experienced dealing with HNW relationships and producing sound complaint Advice
- Strong interpersonal skills with the ability to form good relationships with the existing clients of the practice
- Excellent understanding of the FCA and how a Financial services firm operates
- **What Happens Next?**_

INDJOE#

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

**Salary**: £45,000.00-£70,000.00 per year

**Benefits**:

- Additional leave
- Company events
- Company pension
- Flexitime
- On-site parking
- Private medical insurance
- Work from home

Schedule:

- Monday to Friday
- No weekends

Supplemental pay types:

- Bonus scheme
- Yearly bonus

Ability to commute/relocate:

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

**Experience**:

- Paraplanning: 1 year (preferred)

Work Location: One location

Reference ID: 36629


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