Senior Savings Advisor

1 day ago


Nottingham, Nottingham, United Kingdom Capio Recruitment Full time
About the Role

We are looking for a talented Senior Savings Advisor to join our team at Capio Recruitment. As a senior member of our financial services division, you will be responsible for developing and implementing complex financial plans for corporate clients and individuals.

Job Description

The successful candidate will have a strong background in savings, investments, and retirement planning, with experience in project management and coaching/mentoring. You will be responsible for:

  • Delivering independent financial advice to clients on savings, investments, and retirement planning
  • Developing and implementing tailored financial plans for corporate clients and individuals
  • Managing and maintaining accurate client records
Requirements

To be successful in this role, you will need:

  • A minimum of 5 GCSEs or equivalent (including Maths and English)
  • Experience in project management and coaching/mentoring
  • Strong IT literacy, including all Microsoft packages
  • Ability to communicate effectively with clients via phone and email
Salary and Benefits

We offer a competitive salary of £40,000 - £55,000 per annum, depending on experience. In addition, you will receive:

  • A comprehensive training program to enhance your skills and knowledge
  • Ongoing support and mentorship from experienced colleagues
  • The opportunity to work with a diverse range of clients and develop your expertise


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