Financial Planner Position

2 days ago


Oldham, Oldham, United Kingdom Capio Recruitment Financial Planning Full time
{"title": "Financial Planner Opportunity", "subtitle": "Join a well-respected Financial Planning firm", "content": "

Capio Recruitment Financial Planning is seeking an experienced Financial Planner to join their growing team.

This firm provides advice across Pensions, Investments, IHT and Wealth management and have grown consistently over the last few years.

The role would suit someone who is technically minded and has a natural ability to develop relationships, create introducers, and create referrals to keep a constant stream of business enquiries coming in.

There is an excellent bonus structure to accommodate advisors who are looking for a firm that really rewards strong performance and want to maximise their own earnings.

The firm has good admin and paraplanning support available for the incoming advisor along with a smooth compliance process.

The required skills include a Level 4 Diploma, valid SPS, and Competent Adviser Status (CAS), as well as a strong level of technical knowledge around pensions, investments, and experience of utilising cash-flow modelling reports.

If you are interested in hearing more about this position, please get in touch with us at Capio Recruitment Financial Planning.

", "requirements": "
  • Level 4 Diploma Qualified as a minimum
  • Valid SPS and signed off with Competent Adviser Status (CAS)
  • Personable professional who is comfortable dealing with clients both written and verbally
  • Strong level of technical knowledge around pensions, investments and experience of utilising cash-flow modelling reports
", "contact": "Please get in touch with us at Capio Recruitment Financial Planning"}

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