Senior Financial Planning Professional

3 weeks ago


Cheltenham, Gloucestershire, United Kingdom Capio Recruitment Financial Planning Full time
Financial Planning Opportunity

Capio Recruitment Financial Planning is seeking an experienced Financial Services Expert to join their team. This senior role offers the chance to work with a variety of financial planning cases, including technical and complex scenarios.

Key responsibilities will include developing and implementing financial plans, managing client relationships, and generating new business opportunities.

The ideal candidate will have a minimum of 5 years of experience in financial planning, a Level 4 diploma in regulated financial planning, and strong technical knowledge.

Additional requirements include excellent communication skills, a willingness to increase technical knowledge, and a commitment to obtaining Chartered status.

As a senior member of the team, you will have the opportunity to progress into senior roles and contribute to the firm's continued growth and success.

What We Offer

The company offers a competitive salary, additional bonus, and full Paraplanning and Admin support. Flexible working arrangements are also available, allowing you to achieve a healthy work-life balance.

The opportunity to work with a reputable and established firm, with a focus on development and progression, makes this a unique and exciting opportunity for experienced financial planners.

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