Senior Financial Planning Specialist

4 days ago


Liverpool, Liverpool, United Kingdom Capio Recruitment Full time £75,000

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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