Financial Planner - Aberystwyth, United Kingdom - Capio Recruitment

Capio Recruitment

Verified Company

Aberystwyth, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

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Description

Job Title:
Financial Planner

Salary:
£50,000 - £75,000 + Bonus

Location:
Aberystwyth
Capio Recruitment is working with an award-winning wealth management business who have a national presence 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.

They have multiple offices across the UK and are currently going through a key period of growth thanks to the forward-thinking approach they have.

Our client put technology at the heart of what they do, partnered with full back-office support, this is a perfect opportunity for an experienced adviser.

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 of HNW/UHNW individuals with a variety of cases including Retirement Planning, IHT, Estate Planning, Investments.

Due to the level of clients, you will be expected 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 based locally.

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

The Required Skills:

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

"INDDAN"

Salary:
£50,000.00-£75,000.00 per year

Benefits: