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Financial Planning Specialist

2 months ago

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

We are seeking an experienced Financial Planning Specialist to join our team at Capio Recruitment. As a Financial Planning Specialist, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.

The ideal candidate will have a minimum of 5 years of experience in financial planning, with a Level 4 diploma in regulated financial planning and working towards chartered status. You will have a strong understanding of financial planning principles and be able to communicate complex ideas in a clear and concise manner.

We offer a competitive salary, flexible working, and an impressive benefits package. You will have the opportunity to work with a variety of clients, each with their own unique financial needs and goals. You will also have the chance to develop your skills and knowledge through ongoing training and professional development.

If you are a motivated and experienced Financial Planning Specialist looking for a new challenge, please contact one of our Financial Planning specialists at Capio Recruitment to discuss this opportunity further.

  • Strong understanding of financial planning principles and regulations
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Minimum 5 years of experience in financial planning