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Senior Financial Planning Specialist

2 months ago

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

Career Opportunity: Financial Planning Expertise

**About the Role**

We are seeking an experienced Financial Planning Specialist to join our team at Capio Recruitment. As a key member of our Financial Planning division, you will be responsible for providing expert financial planning advice to our clients.

**Key Responsibilities**

* Provide comprehensive financial planning services to clients, including investment, retirement, and estate planning
* Develop and maintain strong relationships with clients, understanding their financial goals and objectives
* Collaborate with other professionals to deliver high-quality financial planning solutions
* Stay up-to-date with industry developments and best practices in financial planning

**Requirements**

* Minimum 5 years of experience in financial planning
* Level 4 diploma in regulated financial planning and working towards chartered status (chartered desirable)

**What We Offer**

* Competitive salary and bonus structure
* Opportunities for professional development and career advancement
* Collaborative and dynamic work environment

**How to Apply**

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.