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Financial Planner

2 months ago

Oldham, Oldham, United Kingdom Capio Recruitment Financial Planning Full time

Job Title: Financial Planner

Salary: £60,000 - £65,000 + Bonus

Location: Oldham

A well-established financial services firm with a strong reputation is seeking an experienced Financial Planner to join their growing team.

This firm provides expert advice across pensions, investments, inheritance tax, and wealth management, with a focus on delivering high-quality services to clients.

The Role:

This role is ideal for a technically skilled individual with strong relationship-building abilities, who can develop introducers and referrals to drive business growth.

The successful candidate will have the opportunity to nurture existing client relationships and develop new ones, with a strong bonus structure in place to reward high performers.

With good administrative and paraplanning support, as well as a smooth compliance process, this firm is well-equipped to support its advisors in delivering exceptional results.

Key Responsibilities:

  • Provide expert financial planning advice to clients
  • Develop and maintain strong relationships with clients and introducers
  • Drive business growth through referrals and introductions
  • Work closely with the administrative and paraplanning teams to deliver high-quality services

What We Offer:

A competitive salary, bonus structure, and excellent benefits package, as well as opportunities for professional development and growth within the firm.

About Us:

Our firm is committed to delivering exceptional financial services to our clients, with a focus on technical expertise, customer service, and business growth.

We are a forward-thinking firm that embraces technology and innovation, with a strong reputation across the market.