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Financial Planning Specialist

2 months ago

Oldham, Oldham, United Kingdom Capio Recruitment Financial Planning Full time

Job Title: Financial Planning Specialist

Salary: £60,000 - £65,000 + Bonus

Company Type: Financial Services Firm

A well-established financial services firm with a strong reputation in the market is seeking an experienced Financial Planning Specialist to join their growing team.

This firm provides comprehensive financial planning services across pensions, investments, inheritance tax, and wealth management, with a focus on delivering high-quality advice to clients.

The Role:

This role would suit a skilled professional with a strong technical background and excellent communication skills, who can develop strong relationships with clients and create a steady stream of business enquiries.

The successful candidate will have the opportunity to work with a client book and focus on nurturing existing relationships while developing new ones. The firm offers an excellent bonus structure to reward strong performance and provide opportunities for career growth.

Additionally, the firm provides good administrative and paraplanning support, as well as a smooth compliance process that utilizes technology to streamline the advice process.

If you are a motivated and experienced financial planning professional looking for a new challenge, this could be an excellent opportunity for you.

The Required Skills:

  • Level 4 Diploma in Financial Planning or equivalent
  • Valid SPS and Competent Adviser Status (CAS)
  • Excellent communication and interpersonal skills
  • Strong technical knowledge of pensions, investments, and cash-flow modelling reports

About Capio Recruitment Financial Planning:

Capio Recruitment Financial Planning is a specialist recruitment agency that connects top financial planning talent with leading financial services firms. We pride ourselves on our in-depth knowledge of the industry and our ability to provide personalized service to our clients and candidates.