Financial Planner

Job Title: Financial Planner

Location: Warwickshire

Salary: £45,000 - £60,000 + Bonus

The Company:

This is a growing financial planning practice which specialise in offering tailored Financial Advice to both private individuals and corporate clients.

They have achieved Chartered status and pride themselves on offering a bespoke serviced to their varied clients, understanding that everyone will have a different set of requirements. Our client has gone through an impressive period of growth throughout the last years whilst maintaining their strong reputation within the industry.

The Role:

This role would be perfect for someone who has a strong level of technical knowledge and has a successful track record of working within an IFA firm. You will be working closely with the director with the aim to adopt the sizeable client bank within the next few years.

Due to the demographic of the client bank, someone who has deal with high-net-worth individuals is essential, and whilst there will be a transition period, an individual who is comfortable working at the forefront of the industry with technical cases is required.

The firm has had some very successful years recently and is looking for someone to come in and adopt the positive the positive changes within a modern and welcoming environment.

The Required Skills:

• Level 4 Diploma qualified and an ambition to continue studying towards chartered status in the future.
• Experience in an advisory position and ideally signed off with CAS.
• Strong level of technical knowledge, particularly around pensions and investments.
• Track record of dealing with high-net-worth individuals and large client banks

If you are interested in hearing more about this, then please get in touch with us at Capio.