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Chartered Financial Advisor

2 months ago

Nottingham, Nottingham, United Kingdom Capio Recruitment Financial Planning Full time
Chartered Financial Advisor Opportunity

We are working with a top 100 financial planning firm to find a Chartered Financial Advisor to join their team. The firm is currently in a growth phase and values kindness, collaboration, and professionalism.

This role will provide a client bank to maintain and grow, consisting of pension, IHT, trust, and offshore bond cases. You will work closely with existing referral partners, including accountants and solicitors, and receive support from a paraplanning and administrative team.

Key Responsibilities:

  • Manage a client bank of pension, IHT, trust, and offshore bond cases
  • Work closely with referral partners, including accountants and solicitors
  • Benefit from paraplanning and administrative support

Requirements:

  • Chartered with a technical knowledge base
  • Pension transfer qualifications and experience
  • Ability to take a holistic approach to clients' life goals
  • Positive and collaborative approach

What We Offer:

  • Transfer of existing clients
  • Supportive learning environment
  • Company Pension
  • Life Insurance
  • Work Mobile
  • Generous Holidays

For more information, please contact one of our team members at Capio Recruitment Financial Planning.