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Financial Planner Position

2 months ago

Oldham, Oldham, United Kingdom Capio Recruitment Financial Planning Full time
{"title": "Financial Planner Opportunity", "subtitle": "Join a reputable Financial Planning firm as a Financial Planner", "content": "

Capio Recruitment Financial Planning is seeking an experienced Financial Planner to join their team. The ideal candidate will have a strong technical knowledge of pensions, investments, and wealth management, as well as excellent communication skills to develop relationships with clients.

The role involves providing advice on pensions, investments, and wealth management, as well as creating introducers and referrals to generate a constant stream of business enquiries. The firm offers an excellent bonus structure to accommodate advisors who are looking for a firm that rewards strong performance.

The successful candidate will have a Level 4 Diploma qualification as a minimum, valid SPS, and Competent Adviser Status (CAS). They will also be personable and professional, with a strong level of technical knowledge and experience of utilising cash-flow modelling reports.

If you are interested in this opportunity, please get in touch with us at Capio Recruitment Financial Planning.

", "requirements": "
  • Level 4 Diploma Qualified as a minimum
  • Valid SPS and signed off with Competent Adviser Status (CAS)
  • Personable professional who is comfortable dealing with clients both written and verbally
  • Strong level of technical knowledge around pensions, investments and experience of utilising cash-flow modelling reports
", "contact": "Please get in touch with us at Capio Recruitment Financial Planning"}