Financial Adviser - Worcester, United Kingdom - Capio Recruitment

Capio Recruitment
Capio Recruitment
Verified Company
Worcester, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Financial Adviser

Worcester

£40,000-£90,000 + Bonus

The Company
Capio Recruitment is working with an award-winning wealth management business who are known for providing industry leading services.

Alongside being an Independent Firm, this company operates a client first approach, and looking for advisers who carry a similar ethos.


The business prides themselves on a friendly culture with an ambitious and professional approach, with a combined team effort of a premium service.

Alongside this, our client values their employees and there are several additional benefits to support a healthy work-life balance, including remote working opportunities.


The Role


This role itself will be to service an existing client bank built up with a variety of cases including Retirement Planning, IHT, Estate Planning, Investments.

Due to the level of clients, you'll need to be a technical individual and comfortable dealing with cases at this level.

You will receive full paraplanning and administration support from the back-office team.


Alongside the existing client portfolio, there is a significant requirement from referrals so you will have the opportunity to develop new business through this, plus building on relationships with local professional firms/individuals with the aim to grow the portfolio.


Why should you join?

Industry-Leading Services:
You'll become part of an award-winning wealth management business known for its high quality services.

Client-First Approach:

If you share the ethos of putting clients first, this is the place to be; the company prides itself on this approach.


Forward-Thinking Culture:
Join a team that's actively driving growth through a forward-thinking approach, including a strong emphasis on technology.

Full Back-Office Support:
Enjoy the advantages of full back-office support, ensuring you can focus on your clients and their needs.

Friendly and Professional Culture:
Be part of a friendly yet ambitious team that places a premium on professionalism and collaboration.

Work-Life Balance:
The company values work-life balance, offering remote working opportunities and additional benefits to support your well-being.


You will have:


  • Experience working within a Financial Planning or Wealth Management Firm is essential.
  • Key experience in providing advice on Pensions, Investments and Protection.
  • Level 4 Diploma in Financial Planning or equivalent. Advanced diploma is desirable.
  • Personable professional who is comfortable dealing with clients both written and verbally.
  • A strong understanding and knowledge of all the financial services products

Join a dynamic, client-centric, and forward-thinking team where you can make a significant impact on your clients' financial well-being while enjoying a supportive and flexible work environment.
Financial Advisor, financial adviser, financial planner, Wealth manager


INDALE

Job Types:
Full-time, Permanent


Salary:
£40,000.00-£90,000.00 per year


Benefits:


  • Company pension
  • Life insurance
  • Private medical insurance
  • Work from home

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Bonus scheme
  • Performance bonus

Ability to commute/relocate:

  • Worcester: reliably commute or plan to relocate before starting work (required)

Work Location:
In person
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