Back to search
Job Title: Chartered Independent Financial Advisor
Location: Nottingham
Salary: £60,000 - £80,000
We are working together with a Chartered, Top 100 Financial Planning firm searching for a Chartered Financial Advisor to join their growing Team. The firm are currently developing through a growth phase but remain to put kindness and collaboration with clients, professional stakeholders and their Team at the forefront of what they do.
This role will provide a client bank to maintain and grow, consisting of pension, IHT, trust, and offshore bond cases to name a few. In addition, you will benefit from working closely with existing referral partners including accountants and solicitors; as well as receiving ample Paraplanning and Administrative support to help you succeed within the role.
Additional Pay?
- Attractive bonus scheme based on company performance
The Required Skills?
- Chartered with a technical knowledge base
- Pension transfer qualifications and experience
- Ability to have a holistic approach to clients’ life goals
- A positive and collaborative approach
What’s in it for you?
- Transfer of existing clients
- Supportive learning environment
- Company Pension
- Life Insurance
- Work Mobile
- Generous Holidays
For more information, please reach out to one of the team here at Capio Recruitment, we'd love to speak to you!
