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Financial Planning Specialist

2 months ago

Cheltenham, Gloucestershire, United Kingdom Capio Recruitment Full time £50,000 - £80,000

Job Title: Financial Planning Specialist

Location: UK

Salary: £50,000 - £80,000 + Additional Bonus

About the Company:

Capio Recruitment is a leading recruitment agency specializing in financial services. We are passionate about connecting talented professionals with exciting career opportunities.

This role offers a unique chance to join a reputable, Chartered Financial Planning firm that prioritizes exceptional client service and employee development. With a strong focus on progression, you'll have opportunities to grow and advance in your career.

As a Financial Planning Specialist, you'll be responsible for delivering comprehensive financial planning services to a diverse client base. You'll work on a varied caseload, including complex cases, and have the opportunity to develop your technical skills and expertise.

The ideal candidate will have:

  • Minimum 5 years of experience in financial planning
  • Level 4 diploma in regulated financial planning and working towards chartered status (chartered desirable)
  • Excellent technical knowledge and communication skills
  • Ability to increase technical knowledge and obtain Chartered status

To succeed in this role, you'll need to be a motivated and dedicated professional with a passion for financial planning. If you're looking for a challenging and rewarding career opportunity, we encourage you to apply.