Independent Financial Adviser - Coventry, United Kingdom - CAPIO RECRUITMENT LIMITED

CAPIO RECRUITMENT LIMITED

Verified Company

Coventry, United Kingdom

4 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Capio recruitment are working closely with an Independent Financial Planning firm who are looking for an Independent Financial Adviser to join their team in Coventry.

They pride themselves on their values and always put the customer first at every step ofthe way.

They are one of the UK's leading integrated wealth management and professional service groups, they look after their client's combined wealth and tax needs, personal and business.

You will be working closely with clients and attending client meetings when needed.

You will also be working closely with the in house administration and compliance teams to provide the best outcome for the clients.

Alongside the day-to-day role, you will have a comprehensive training structure set out to assist your development within your career, with internal progression being a key part of their business.

This firm heavily invest in growing and developing talentwhilst providing a family feel environment, with regular social events.

They are looking to invest in someone who will grow and develop with the business.

What our client will offer you:
Salary is negotiable and dependent on experience

Attractive benefits package

Hybrid working with flexible hours

Ongoing training and development support

Exam support

Required experience:
Experience working within an independent firm

Understanding of using back office systems such as Intelligent Office

To discuss this opportunity at length, please contact one of our Financial Planning team specialists at Capio recruitment