Financial Planner

4 weeks ago

Bournemouth, United Kingdom CAPIO RECRUITMENT LIMITED Full time

**Job Title: Financial Planner**

**Salary: £60,000 - £80,000 + Bonus**

**Location: Poole/Bournemouth**

A well-respected Financial Planning firm with a good reputation across in the market are looking for an experienced Financial Planner to join their team and inherit a sizeable book of longstanding clients within the Poole/Bournemouth area.

This firm provides advice across Pensions, Investments, IHT and Wealth management and have grown consistently over the last few years. They are a forward-thinking firm that embrace technology and pride themselves on the technical knowledge that their teamprovides, along with the high-levels of customer service.

**The Role**:
This role would suit someone who is technically minded and who has a natural ability to develop and maintain relationships, create new business opportunities from their channels and provide a leading service in line with our clients values.

There will be a focus around servicing the client bank and creating strong relationships with the longstanding clients. Alongside this, due to reputation of the firm there will be an inflow of leads so you should be able to comfortably convert business whilstmaintain the book.

There is also full admin, paraplanning and compliance support available for the incoming advisor along with an efficient process to allow the adviser more time to spend with the clients and provide an industry leading service.

So if you are confident in your own ability but being limited by a lack of back office support or restricted by a limited bonus structure then this could be a great move for you.

**The Required Skills**:

- Level 4 Diploma Qualified as a minimum
- Valid SPS and signed off with Competent Adviser Status (CAS)
- Personable professional who is comfortable dealing with clients both written and verbally.
- Strong level of technical knowledge around pensions, investments and experience of utilising cash-flow modelling reports.

**If you are interested in hearing more about this position, please get in touch with us at Capio.

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