Independent Financial Planner
other jobs Capio Recruitment Financial Planning
Added before 43 Days
- England,Yorkshire and The Humber,West Yorkshire,Leeds
- full-time
- £45,000 - £60,000 per annum
Job Description:
Job Title: Independent Financial Planner
Location: Leeds, UK
Salary: £45,000 to £60,000 plus performance bonus & company benefits package
We are currently working alongside one of the UK’s fastest growing names in financial planning to help secure a new member of the Advisory team in Leeds. As the firms AUM continues to grow an opportunity has arisen for a new Financial Planner to join the existing advice team and inherit a client bank to alleviate the work load of the current staff ensuring clients continue to receive a first class experience.
The role will involve providing comprehensive planning advice to clients on a range of pensions, investments and tax products whilst developing and nurturing existing client relationships to grow the client base you will have been provided.
The company provides full back office support comprising of Paraplanning, Administration and Compliance whilst boasting a fun and collaborative working culture!
The Required Skills?
* Candidates must have achieved a minimum standard of Level 4 Diploma in Regulated Financial Planning and ideally striving to achieve Chartered status.
* Previous experience providing Financial Advice to Clients, ideally within an independent whole of market environment
* Holds CAS (competent adviser status) and up to date SPS
* Excellent working knowledge of Pensions, Investments and Tax planning
* Will be an excellent communicator, who is able to to build strong working relationships with colleagues and clients.
* A team player, who others can rely on.
For further detail please contact Joe Cowell at Capio Recruitment
Location: Leeds, UK
Salary: £45,000 to £60,000 plus performance bonus & company benefits package
We are currently working alongside one of the UK’s fastest growing names in financial planning to help secure a new member of the Advisory team in Leeds. As the firms AUM continues to grow an opportunity has arisen for a new Financial Planner to join the existing advice team and inherit a client bank to alleviate the work load of the current staff ensuring clients continue to receive a first class experience.
The role will involve providing comprehensive planning advice to clients on a range of pensions, investments and tax products whilst developing and nurturing existing client relationships to grow the client base you will have been provided.
The company provides full back office support comprising of Paraplanning, Administration and Compliance whilst boasting a fun and collaborative working culture!
The Required Skills?
* Candidates must have achieved a minimum standard of Level 4 Diploma in Regulated Financial Planning and ideally striving to achieve Chartered status.
* Previous experience providing Financial Advice to Clients, ideally within an independent whole of market environment
* Holds CAS (competent adviser status) and up to date SPS
* Excellent working knowledge of Pensions, Investments and Tax planning
* Will be an excellent communicator, who is able to to build strong working relationships with colleagues and clients.
* A team player, who others can rely on.
For further detail please contact Joe Cowell at Capio Recruitment
Job number 1557089