Financial Planner Position
4 days ago
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 RoleThis 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.
- 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.
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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Chippenham, Wiltshire, United Kingdom Capio Recruitment Financial Planning Full time{"title": "Financial Planning Opportunity", "content": "Financial Planning OpportunityCapio Recruitment Financial Planning is seeking a skilled Financial Planner to join their advisory team. This is an excellent opportunity for a motivated and technically-minded individual to provide tailored financial advice to clients across a range of advice areas.The...
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Chippenham, Wiltshire, United Kingdom Capio Recruitment Financial Planning Full time{"title": "Financial Planning Opportunity", "content": "Financial Planning OpportunityCapio Recruitment Financial Planning is seeking a skilled Financial Planner to join their advisory team. This is an excellent opportunity for a motivated and technically-minded individual to provide tailored financial advice to clients across a range of advice areas.The...
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