Financial Planning Specialist
3 days ago
Capio Recruitment is seeking an experienced Financial Planning Specialist to join their team.
About the Role:
The successful candidate will have a minimum of 5 years of experience in financial planning, with a Level 4 diploma in regulated financial planning and working towards chartered status.
Key Responsibilities:
- Service an existing client bank
- Generate new relationships and business with clients
- Cover all aspects of financial planning, including technical and complex cases
Requirements:
- Exceptional communication skills, both verbal and written
- Willingness to increase technical knowledge and obtain Chartered status
About Capio Recruitment:
Capio Recruitment is a leading recruitment agency specializing in financial services. We pride ourselves on offering a competitive salary, flexible working, and an impressive benefits package.
How to Apply:
For more information, please contact one of our Financial Planning specialists at Capio Recruitment.
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