Financial Planner - Birmingham, United Kingdom - CAPIO RECRUITMENT LIMITED
Description
Job Title:
Financial Planner
Salary:
£50,000 - £75,000 + Bonus
Location:
Birmingham
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 whocarry 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 aperfect 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 healthywork-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 individualand 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
More jobs from CAPIO RECRUITMENT LIMITED
-
Commercial Account Handler
Ipswich, United Kingdom - 2 weeks ago
-
Commercial Insurance Advisor
Haverhill, United Kingdom - 2 weeks ago
-
Commercial Account Handler
Birmingham, United Kingdom - 1 week ago
-
Commercial Litigation Paralegal
Bristol, United Kingdom - 1 week ago
-
Sme Account Handler
Dumfries, United Kingdom - 1 week ago
-
Senior Commercial Account Handler
Ipswich, United Kingdom - 3 days ago