Independent Financial Adviser

4 weeks ago

Portsmouth, United Kingdom CAPIO RECRUITMENT LIMITED Full time

_**Job Title: Independent Financial Adviser**_
- **Location: Portsmouth (To be based in the Portsmouth office with home working avaliable)**_
- **Salary: Competitive Market Rate Salary**_

**About the role**

Our client is offering a fantastic opportunity to join a highly innovative, leading edge firm of accountants and professional advisers. This exciting role is offering the opportunity to work alongside the Head of Financial Planning where you will have responsibilityfor providing holistic financial advice on a range of financial planning including investment planning, company investments, Inheritance tax planning, pension, life and protection.

This is a pure advisory role, full para-planning and administration will be provided as well as an existing client base to nurture.

**About the firm**

Our client is officially one of the fastest growing Top 30 UK firms with offices across the South West, South East, London, Midlands and the North, who are the first to offer a full range of complementary professional services in the areas of financial planning,legal and HR. They are also at the forefront of technology, having won Xero’s Emerging Partner of the Year, and shortlisted for Large Partner of the Year awards in recent years.

Their unrivalled levels of knowledge and experience, combined with a genuinely unique service offering, allow them to provide clients and the wider public with the highest level of quality, bespoke business solutions.

**Key responsibilities of the role include**
- Establishing contact with potential clients and developing appropriate business relationships
- Reviewing existing clients’ circumstances and address as appropriate to company standards
- Constructing appropriate solutions to the principles of best advice; produce reports and recommendations to company standards and implement solutions as agreed with clients
- Ensuring high standards of client care by demonstrating sound competence in all stages of the advisory process.
- Fully qualified Level 4 Diploma in Financial Planning / Financial Advisers - working towards Chartered ideal
- Experienced and current Financial Adviser used to building long term client relationships
- Ability to self-manage and communicate confidently with TC Partners and other areas of the business
- QOwn transferable client bank is advantageous but not essential
- Technically proficient
- Good knowledge of tax planning strategies within both personal and company investments
- Holistic knowledge across protection, pension and investment planning

**A generous remuneration package includes**
- Competitive market rate salary
- Bonus structure based on the higher of salary or 50% of fee income after costs
- Pension scheme
- Life assurance
- 23 days annual leave (excBH) - increasing by one day per year up to a maximum of 28 days
- Core hours with flexible working hours
- Opportunity to purchase additional holiday days
- Free car parking
- Access to our corporate reward scheme
- Employee Assistance Programme
- Opportunity to develop your skills and progress within the Firm
- Relaxed and friendly working environment

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