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Job Title: Junior Financial Planner
Location: Southampton
Salary: £40,000 + Bonus
The Company:
An established Independent Financial Planning firm with a fantastic reputation is now looking for a Financial Adviser to join their growing team.
Our client offers fully independent advice on Pensions, Investments, Insurance and Mortgage as well and have a team of advisers qualified in areas such as Pension Transfers, Equity release and Long-Term Care. A very friendly team who focus on providing a Client focused approach to Financial Advice and finding every client the right financial solution.
This is an excellent opportunity for someone to work with existing clients, with leads provided as well as other benefits such as full paraplanning and admin support.
This position will suit a driven financial planning professional, who is ambitious and looking to progress their career with a supportive company behind them every step of the way.
Responsibilities:
- Provide an excellent service to existing clients by providing tailored advice
- To develop new lead sources by building professional and long-lasting relationships and generating new business
- Building a presence in the area and building on any existing client banks
- Contribute to the growth of the organisation
The Required Skills:
- Level 4 Diploma qualified in Financial Planning or equivalent (Chartered Desirable)
- Competent Adviser Status (desirable)
- Proven track record of writing new business and building new relationships
- Proactive and driven
To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.
