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Date Added: Fri 27/09/2024

Chartered Financial Advisor

Nottingham, UK
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Company: CAPIO RECRUITMENT FINANCIAL PLANNING

Job Type: Permanent, FullTime

Salary: £60,000 - £80,000 per annum

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!

Apply Now