Chartered Financial Advisor - Capio Recruitment Financial Planning : Job Details

Job Title: Chartered Independent Financial Advisor

Location: Nottingham

Salary: £60,000 - £80,000

We are working together with a Chartered, Top 100 Financial Planning firm searching for a Chartered Financial Advisor to join their growing Team. The firm are currently developing through a growth phase but remain to put kindness and collaboration with clients, professional stakeholders and their Team at the forefront of what they do.

This role will provide a client bank to maintain and grow, consisting of pension, IHT, trust, and offshore bond cases to name a few. In addition, you will benefit from working closely with existing referral partners including accountants and solicitors; as well as receiving ample Paraplanning and Administrative support to help you succeed within the role.

Additional Pay?

• Attractive bonus scheme based on company performance

The Required Skills?

• Chartered with a technical knowledge base
• Pension transfer qualifications and experience
• Ability to have a holistic approach to clients’ life goals
• A positive and collaborative approach

What’s in it for you?

• Transfer of existing clients
• Supportive learning environment
• Company Pension
• Life Insurance
• Work Mobile
• Generous Holidays

For more information, please reach out to one of the team here at Capio Recruitment, we'd love to speak to you!