Financial Planner

Job Title: Financial Planner

Salary: GBP40,000 - GBP50,000

Location: Marlborough

A well regarded national Financial Planning firm with multiple offices is looking to continue with their impressive rate of growth by hiring a Financial Planner to manage and develop an existing book of clients within the firm, whilst providing holistic financial advice for their office based near Marlborough.

Being a bigger firm, there is a strong benefits package on offer and they provide a friendly culture based around working together to achieve the best results. The bonus structure for advising is based on the quality of advice along with business written also taken into account.

The role would suit a confident advisor, who has a good level of experience building relationships and converting leads into new business opportunities as well as nurturing the existing relationship at the firm.

You will be working within a friendly, outgoing team and will also receive the ongoing support of the firms administrators and paraplanners to take care of the back office duties that come with writing business.

The Required Skills:

• Level 4 Diploma Qualified as a minimum
• Competent Advisor Status (CAS) would be advantageous
• Experience in providing holistic financial advice previously would be desirable
• Knowledge and experience of cash-flow modelling would be advantageous
• Strong technical knowledge particularly around pensions and investments

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