Independent Financial Adviser

2 days ago


Stevenage, United Kingdom Capio Recruitment Full time

**Job Title**: Independent Financial Planner (Managing Existing Clients)

**Salary**: £35,000 to £45,000 (Negotiable) + Bonus & Benefits

**Location**:Stevenage, Hertfordshire (_Remote Working 3 Days in office, 2 Days from home_)

This is a fantastic opportunity to join a medium sized financial planning company with a friendly and professional team.

This firm has a 50-year history of providing both private and corporate clients independent financial advice across the region and continue to grow organically through the quality service and reputation that has been built.

Due to internal progression within the existing Advice team a position has become available for a new Financial Planning Consultant to service a number of existing relationships providing ongoing advice, conducting annual reviews and aiming to grow this current portfolio through client referrals and networking with professional introducers.

**What Our Client Offers You**
- On the job training to ensure continuous professional development
- Specific networking training with existing Senior Financial Planners to help with development of professional relationships with Accountants and Solicitors
- An excellent bonus structure based around quality of work alongside other targets
- An existing portfolio of clients to work with
- Fully funded exam support
- Basic salary plus brilliant benefits package
- Flexible working
- Friendly office culture with team and staff events and trips

**The Person**
- Holds the Level 4 Diploma in Financial Planning and ideally working towards Chartered status
- Will hold competent adviser status (CAS) within their current role or will be in the process of working towards this
- Friendly and professional attitude
- Experience working as a Paraplanner, Trainee IFA or Junior Financial Planner will be essential for this position
- Strong working knowledge of Pensions, Tax and Investments products

Please call one of the financial planning team specialists at Capio Recruitment to discuss this vacancy further.

**_Synonyms: _**_IFA, Financial Planner, Wealth Planner, Wealth Planning Consultant, Trainee Adviser, Paraplanner, Financial Adviser _

**Job Type**: Permanent

**Salary**: £35,000.00-£45,000.00 per year

**Benefits**:

- Casual dress
- Company events
- Company pension
- Flexitime
- Life insurance
- On-site parking
- Private medical insurance
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Ability to commute/relocate:

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

**Experience**:

- Financial Adviser: 1 year (preferred)

Reference ID: 30526


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