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Financial Planner

2 months ago

Sevenoaks, Kent, United Kingdom Capio Recruitment Full time
About the Role

We are seeking a highly skilled and experienced Financial Planner to join our team at Capio Recruitment. As a Financial Planner, you will be responsible for taking over and managing an established client bank, providing tailored financial advice to meet their unique needs.

Key Responsibilities:

  • Develop and maintain strong client relationships, ensuring a high level of customer satisfaction.
  • Conduct comprehensive financial reviews and develop effective financial plans.
  • Stay up-to-date with financial regulations, market trends, and best practices.
  • Collaborate with our team of administrators and paraplanners to ensure efficient client service delivery.

Requirements:

  • Proven experience as a Financial Advisor, with a track record of success.
  • Relevant financial qualifications (e.g., Diploma in Financial Planning, Chartered Financial Planner).
  • Excellent communication and interpersonal skills.
  • Strong analytical and problem-solving abilities.
  • Ability to work independently and as part of a team.

What We Offer:

  • Hybrid Working: Enjoy a flexible working arrangement that suits your lifestyle.
  • Bonus Scheme: Attractive performance-based bonuses.
  • Support: Access to comprehensive admin and paraplanning support.
  • Company Events: Regular company events to foster team spirit and professional development.
  • Free On-site Parking: Hassle-free parking for all employees.

About Us:

Capio Recruitment is a reputable financial services firm dedicated to providing exceptional financial advice and personalized service to our clients. We value work-life balance and offer a range of benefits to ensure our team members thrive both professionally and personally.