Financial Planner - Capio Recruitment Financial Planning : Job Details

Job Title: Financial Planner

Location: Bath

Salary: £50,000 - £65,000 + Bonus

We are recruiting on behalf of a highly regarded, independent financial planning firm in Exeter, looking for a talented and client-focused Financial Planner to join their team. If you’re passionate about delivering tailored financial advice and want to work in a supportive, flexible environment, this opportunity is for you.

The Role:

• Deliver comprehensive financial advice, including retirement, investment, protection.
• Build and maintain trusted, long-term client relationships.
• Manage a portfolio of existing clients while also developing new business opportunities.
• Collaborate with a skilled support team to ensure advice is efficient, compliant, and client focused.

Why Join?

• Back Office Support: Full support from a team of experienced and skilled Paraplanners and Administrators.
• Annual Leave: 25 days holiday with the ability to buy or sell additional leave.
• Death in Service: 4x salary.
• Professional Growth: Exam support.
• Work-Life Balance: Hybrid working with the option to work from home once settled in.

Requirements

• Level 4 Diploma in Financial Planning (or equivalent) is essential. Chartered status or progression towards it is highly desirable.
• Demonstrated success as a Financial Planner with a proven track record of client engagement and business development.
• Excellent interpersonal, technical, and communication skills. Ability to work independently and as part of a collaborative team.
• A proactive, professional approach with a genuine passion for helping clients achieve their financial goals.

To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.

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