Financial Planning Professional

2 weeks ago

Oldham, Oldham, United Kingdom Capio Recruitment Financial Planning Full time
{"title": "Financial Planning Opportunity", "content": "

Capio Recruitment Financial Planning is seeking an experienced Financial Planner to join their team.

This role would suit someone who is technically minded and has a natural ability to develop relationships, create introducers, and create referrals to drive business growth.

The successful candidate will have a Level 4 Diploma and be qualified as a minimum, with valid SPS and Competent Adviser Status (CAS). They will also be personable and professional, with strong technical knowledge around pensions, investments, and experience of utilising cash-flow modelling reports.

The firm provides advice across Pensions, Investments, IHT and Wealth management and has a good reputation across the market.

The role offers an excellent bonus structure to accommodate advisors who are looking for a firm that rewards strong performance and wants to maximise their own earnings.

There is also good admin and paraplanning support available for the incoming advisor, along with a smooth compliance process from a firm that embraces the use of technology to make the advice process easier.

Key responsibilities will include:

  • Nurturing existing relationships and developing new ones to drive business growth
  • Providing expert advice on pensions, investments, and wealth management
  • Utilising cash-flow modelling reports to inform client decisions

Capio Recruitment Financial Planning is a forward-thinking firm that prides itself on the technical knowledge and high-levels of customer service provided by its team.

If you are interested in hearing more about this opportunity, please get in touch with us at Capio Recruitment Financial Planning.

", "format": "Financial Planning Opportunity

Capio Recruitment Financial Planning is seeking an experienced Financial Planner to join their team.

This role would suit someone who is technically minded and has a natural ability to develop relationships, create introducers, and create referrals to drive business growth.

Key Responsibilities:

  • Nurturing existing relationships and developing new ones to drive business growth
  • Providing expert advice on pensions, investments, and wealth management
  • Utilising cash-flow modelling reports to inform client decisions

About the Firm:

Capio Recruitment Financial Planning is a forward-thinking firm that prides itself on the technical knowledge and high-levels of customer service provided by its team.

What We Offer:

An excellent bonus structure to accommodate advisors who are looking for a firm that rewards strong performance and wants to maximise their own earnings.

Good admin and paraplanning support available for the incoming advisor, along with a smooth compliance process from a firm that embraces the use of technology to make the advice process easier.

", "lang_code": "en-US"}

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