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Independent Financial Consultant
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We are seeking an experienced Financial Planning Specialist to join our team at Capio Recruitment. As a key member of our financial services division, you will play a crucial role in providing expert advice to our clients and helping them achieve their financial goals.
Key Responsibilities- Provide comprehensive financial planning services to clients, including investment advice, retirement planning, and estate planning.
- Conduct thorough financial assessments to identify areas for improvement and develop tailored solutions to meet clients' needs.
- Build and maintain strong relationships with clients, understanding their financial objectives and providing regular updates on their progress.
- Collaborate with other professionals, such as accountants and lawyers, to ensure seamless delivery of financial services.
- Stay up-to-date with industry developments and regulatory changes, ensuring compliance with relevant laws and regulations.
- Minimum 5 years of experience in financial planning, with a proven track record of delivering high-quality advice to clients.
- Level 4 diploma in regulated financial planning and working towards chartered status (chartered desirable).
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Strong analytical and problem-solving skills, with the ability to interpret complex financial data and develop effective solutions.
- Ability to work in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.
As a Financial Planning Specialist at Capio Recruitment, you will have the opportunity to work with a talented team of professionals who share your passion for delivering exceptional client service. We offer a competitive salary, flexible working arrangements, and a comprehensive benefits package, including:
- Competitive salary and bonus structure.
- Flexible working hours and remote work options.
- Opportunities for professional development and career advancement.
- Access to industry-leading training and development programs.
- A comprehensive benefits package, including health insurance, pension scheme, and employee assistance program.