Financial Advisor

A rapidly growing national wealth management business is looking to appoint a Desk Based Financial Planner into their expanding advice team.

This is a genuinely exciting opportunity to join a business with major growth ambitions, whilst becoming part of a new and evolving advice proposition. Ideal for an adviser who enjoys helping shape something rather than stepping into a fully established client bank.

The role will involve delivering holistic financial planning advice remotely, supporting both existing clients and new business generation.

This opportunity would suit an ambitious financial planner looking to join a business with genuine momentum, excellent support and the chance to play a key role in a growing advice function.

The Opportunity

Employed Desk Based Financial Planner role within a growing national business

Fully holistic advice offering including pensions, investments and protection

Client meetings conducted virtually via Teams

Opportunity to help build and develop a growing proposition

Significant long term growth plans with adviser expansion targeted by 2030

Strong internal support structure and partnership services team

Collaborative culture with excellent office environment

Ongoing service clients and recurring income opportunities

What They're Looking For

Level 4 Diploma qualified

CAS achieved

Previous financial planning/advising experience

Strong communication and relationship building skills

Comfortable working within a target driven environment

Open to holistic financial planning conversations including protection/income protection

Commercial mindset with the ability to develop opportunities into long term wealth relationships

Self-motivated, organised and growth focused individual

Benefits

Bonus scheme

Hybrid working with up to 3 days from home

Private medical options

Critical illness cover

Income protection

Death in service

27 days holiday + bank holidays

Option to purchase additional annual leave

To find out more, get in touch with one of our specialist Financial Planning recruiters at Capio Recruitment.