Senior Financial Planning Specialist
4 days ago
Job Title: Senior Financial Planner
Job Type: Full-time
Company: Capio Recruitment
About the Role:
We are seeking a skilled and experienced Chartered Financial Planner to join our high-performing team. As a Senior Financial Planner, you will be responsible for providing comprehensive financial planning advice to our clients, tailored to their individual needs and goals.
Key Responsibilities:
- Develop and implement financial plans that address clients' goals in areas such as pensions, investments, estate planning, and protection.
- Work closely with our 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 our company 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.
What We Offer:
- Competitive salary of up to £75,000 depending on experience.
- Bonus scheme.
- Full back-office support, allowing you to focus on client advice and relationship management.
- 25 days holiday plus bank holidays.
- Private Medical Insurance (PMI).
- Opportunities for ongoing professional development and career progression.
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