Chartered Financial Services Manager
1 week ago
We are seeking a highly skilled and experienced Chartered Financial Planner to join our client's high-performing team at Capio Recruitment. This is an excellent opportunity for a professional to take on a challenging role and make a significant impact in the financial services industry.
Key Responsibilities:
- Manage and nurture an existing client bank, ensuring continued trust and satisfaction.
- Develop comprehensive financial plans that address clients' individual goals in areas such as pensions, investments, estate planning, and protection.
- Conduct regular reviews and maintain ongoing client relationships.
- Work closely with a dedicated back-office support team to ensure all client needs are met efficiently.
- Ensure all advice is compliant with regulatory requirements and in line with the firm's values.
Requirements:
- Chartered Financial Planner status or equivalent qualification.
- Demonstrable experience in providing comprehensive financial planning advice.
- Strong technical knowledge across all areas of financial planning.
- Excellent interpersonal skills and the ability to build and maintain client relationships.
- Ability to work independently, with a proactive and client-focused approach.
Benefits:
- Competitive salary of up to £75,000 depending on experience.
- Bonus scheme.
- Inheritance of an established client bank.
- Full back-office support, allowing you to focus on client advice and relationship management.
- 25 days holiday plus bank holidays.
- 10x death in service cover.
- Private Medical Insurance (PMI).
- Opportunities for ongoing professional development and career progression.
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