Financial Planner Position

4 days ago


Chippenham, Wiltshire, United Kingdom Capio Recruitment Financial Planning Full time
Financial Planner Job Description

Capio Recruitment Financial Planning is seeking a skilled Financial Planner to join their advisory team. As a Financial Planner, you will provide tailored financial advice to clients across a range of advice areas.

About the Role

This is an excellent opportunity for a Financial Planner to join a forward-thinking firm that offers paraplanning and admin support. The ideal candidate will have a strong level of technical knowledge around pensions, investments, and experience of utilising cash-flow modelling reports.

Key Responsibilities
  • Provide holistic, tailored advice services to clients across a broad range of case types.
  • Develop relationships with clients to provide good quality advice and client care.
  • Capitalise on business opportunities to maximise support and earnings.
  • Work towards Chartered Status and maintain valid SPS and Competent Adviser Status.
Requirements
  • Level 4 Diploma in Financial Planning or equivalent.
  • Valid SPS and signed off with Competent Adviser Status.
  • Strong technical knowledge of pensions, investments, and cash-flow modelling reports.
  • Excellent relationship building skills and ability to generate new business.
What We Offer

Capio Recruitment Financial Planning offers a friendly and rewarding work environment, flexibility, private medical insurance, death in service, company pension, and on-site parking. There is also an excellent, uncapped bonus structure for the advisor to build on their earnings.


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