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CAPIO RECRUITMENT LIMITED
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Milton Keynes, Buckinghamshire
Chartered Financial Planner
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Job Type: Full-time |
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Salary: £45,000 per annum |
Overview
JOB TITLE: Chartered Financial Planner SALARY: £45,000 - £55,000 Bonus LOCATION: Milton Keynes This is a superb opportunity to work for a highly regarded, Chartered Financial Planning Firm that provide a tailored, client-centric service based out of Milton Keynes. They are an established business that provide a full Financial Planning and Investment Management service and after a successful 2019, this firm are aiming add another Chartered Professional to their Financial Planning team. Due to increasing numbers of referrals from strong relationships with several accountancy firms in the surrounding area, the incoming advisor will be provided with leads, back office paraplanning and administrative support and compliance taken care of as well as a health basic and competitive bonus structure based around only having 2.5 x validation with business given to you counting towards this. Required Experience Level 6 Chartered Status or close to this. Experience of providing a bespoke, holistic Financial Planning Advice to HWN clientele. Strong understanding and technical knowledge, particularly around pensions and investments. Ability to convert, develop and manage professional relationships Working knowledge of Adviser Office (IRESS) preferred (Training will be given) Excellent interpersonal skills - both written and verbal Competent Advisor Status (Desirable) How to Apply? If you would like to be considered for this position, please hit the apply button below and attach a copy of a CV to have an informal chat with us regarding the role.