Financial Planner

5 hours ago


Chippenham, Wiltshire, United Kingdom Capio Recruitment Financial Planning Full time

Job Title: Financial Planner

Salary: £35,000 - £45,000 + Bonus

Location: Chippenham

This is an exciting opportunity to become part of a forward-thinking Independent Financial Planning firm based near Chippenham. The company specializes in providing tailored solutions to their clients across various advice areas, with a focus on growth and development.

The ideal candidate will be a personable and enthusiastic individual who can provide tailored financial advice across a range of advice areas. This is an excellent opportunity for a financial planner to join a firm that offers paraplanning and admin support, as well as clients and leads to help develop their own client portfolio.

The company offers a friendly and rewarding work environment, with 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.

The Role:

This role would suit someone who is technically minded and has a natural ability to develop relationships with clients to provide a holistic, tailored advice service across a broad range of case types. The focus is on good quality advice and client care over a more sales-based approach.

The company is looking for someone who can provide high-quality advice and build strong relationships with clients. If you are a motivated and enthusiastic individual with a passion for financial planning, this could be the ideal opportunity for you.



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