![Job image banner](https://resources.reed.co.uk/brandedjob/banners/resized/Banner_678237.png)
Financial Planner
Job Title: Financial Planner
Salary: £35,000 - £45,000 + Bonus
Location: Chippenham
This is a fantastic opportunity to join a forward-thinking Independent Financial Planning firm that are based near Chippenham and specialise in providing a tailored solution to their clientele across a range of advice areas. They have a niche client area and are experiencing a period of growth following a healthy phase for the business.
They are looking for a personable and enthusiastic individual to join the advisory team to provide tailored financial advice across a range of advice areas. This is an excellent opportunity for a financial planner to join a firm who offer paraplanning and admin support but who can also offer clients and leads to the incoming advisor to help them develop their own client portfolio.
They are a friendly and rewarding firm, who offer 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 who 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 around good quality advice and client care over a more sales based approach.
They are looking for a hungry and determined adviser who can capitalise on the business opportunities that present themselves and can therefore maximise the support that is provided.
There is an experienced admin and paraplanning team for the incoming advisor along with a smooth compliance process from a firm that embrace the use of technology to make the advice process easier.
Given the leads and potential cleitns on offer, this is a fantastic opportunity for a good advisor to maximise their skills in a supportive firm.
The Required Skills:
- Level 4 Diploma Qualified as a minimum and ideally a desire to work towards Chartered Status.
- 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.
- Excellent relationship building skills and ability to generate new business
If you are interested in hearing more about this position, please get in touch with us at Capio.
Required skills
- Financial Advice
- Financial Planning
- Pensions
- Planner
- Wealth Management
Reference: 53123192
Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.
Report this jobNot quite what you are looking for? Try these similar searches
Replace a job alert
Replace a job alert
Get Job Alerts straight to your inbox
"Office Assistant jobs in London"
Your Job Alert has been created and your search saved.
'Saved search name'