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Senior Financial Planning Specialist

2 months ago


Cheltenham, Gloucestershire, United Kingdom Capio Recruitment Full time £50,000 - £80,000

## Financial Planning Opportunity

### Overview

Capio Recruitment is seeking an experienced financial planning professional to join their team. This role offers a unique opportunity to work with an established, Chartered Financial Planning firm that prioritizes exceptional client service and staff development.

### Key Responsibilities

* Provide comprehensive financial planning services to clients, including technical and complex cases
* Develop and maintain relationships with existing clients, generating new business opportunities
* Collaborate with the team to achieve business objectives and contribute to the firm's growth

### Requirements

* Minimum 5 years of experience in financial planning
* Level 4 diploma in regulated financial planning, with a strong desire to achieve Chartered status

### What We Offer

* Competitive salary and benefits package
* Flexible working arrangements
* Opportunities for professional development and career progression

### Contact Us

To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.