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Financial Planning Specialist

2 months ago

Yorkshire, United Kingdom Capio Recruitment Financial Planning Full time

Job Title: Financial Planner

Salary: £60,000 - £65,000 + Bonus

Location: Yorkshire

A well-established financial services firm with a strong reputation in the market is seeking an experienced Financial Planner to join their growing team.

This firm provides comprehensive financial planning services across pensions, investments, inheritance tax, and wealth management, with a focus on delivering high-quality advice and exceptional customer service.

The Role:

This role would suit a skilled professional who is technically proficient and has a natural ability to build relationships, develop business opportunities, and create a steady stream of new business enquiries.

Due to an advisor's departure, there is a client book available for the incoming advisor, and the focus will be on nurturing existing relationships while developing new ones.

The firm offers an excellent bonus structure to reward strong performance and provide opportunities for advisors to maximize their earnings.

Additionally, the firm provides good administrative and paraplanning support, as well as a streamlined compliance process that leverages technology to simplify the advice process.

Required Skills:

  • Level 4 Diploma in Financial Planning or equivalent
  • Valid SPS and Competent Adviser Status (CAS)
  • Excellent communication and interpersonal skills
  • Strong technical knowledge of pensions, investments, and cash-flow modelling reports

About the Firm:

Capio Recruitment Financial Planning is a leading recruitment agency specializing in financial planning and wealth management roles. We work closely with top financial services firms to find the best talent for their teams.