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Independent Financial Adviser

Capio Recruitment Financial Planning
Posted 19 hours ago, valid for 6 days
Location

Cheltenham, Gloucestershire GL544NB, England

Salary

£24,000 - £28,800 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The position is for an Independent Financial Adviser located in Cheltenham.
  • The salary ranges from £50,000 to £80,000, with additional bonuses available.
  • Candidates are required to have a minimum of 5 years of financial planning experience.
  • The role involves servicing an existing client bank while also generating new client relationships.
  • The company offers full Paraplanning and Admin support, along with flexible working arrangements.

Job Title: Independent Financial Adviser

Location: Cheltenham

Salary: £50,000 - £80,000 + Additional Bonus

The Company:

The opportunity to join an established, Chartered Financial Planning firm with a fantastic reputation who focus on offering their clients an outstanding service. Development is something they are very passionate about and there is potential progression opportunities into senior roles

This role will be a great opportunity for you to cover all aspects of financial planning, with a varied caseload and some technical and complex cases.

As well as a competitive salary and additional bonus, they also offer full Paraplanning and Admin support and flexible working.

They are looking for an experienced adviser to join their team and to help service an existing client bank, whilst generating new relationships and business with clients.

The Required Skills:

  • Minimum 5 years of financial planning experience
  • Level 4 diploma in regulated financial planning and working towards chartered status (chartered desirable)
  • Excellent technical knowledge on a wide range of areas
  • Exceptional communication skills, both verbal and written
  • Willingness to increase technical knowledge and obtain Chartered status

To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.