Financial Planner Position

3 days ago


Oldham, Oldham, United Kingdom Capio Recruitment Financial Planning Full time

{"h1": "Financial Planner Wanted", "p": "A well-established financial planning firm, Capio Recruitment Financial Planning, is seeking an experienced Financial Planner to join their team. The ideal candidate will have a strong technical knowledge of pensions, investments, and wealth management, as well as excellent communication skills to develop relationships with clients and create a steady stream of business enquiries.", "ul": [{"li": "Level 4 Diploma in Financial Planning or equivalent"}, {"li": "Valid SPS and Competent Adviser Status (CAS)"}, {"li": "Strong technical knowledge of pensions, investments, and cash-flow modelling reports"}, {"li": "Excellent communication and interpersonal skills"}], "p": "The successful candidate will have the opportunity to work with a reputable firm that values technical knowledge and customer service. The role offers a competitive bonus structure and good admin and paraplanning support. If you are a motivated and experienced Financial Planner looking for a new challenge, please get in touch with us at Capio Recruitment Financial Planning.", "h2": "Key Requirements", "p": "", "h3": "", "p": "", "h2": "About the Role", "p": "", "h3": "", "p": "", "h2": "What We Offer", "p": "", "h3": "", "p": ""}



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