Posted by Capio Recruitment Financial Planning • £60K/yr to £65K/yr
A well-respected Financial Planning firm with a good reputation across the market are looking for an experienced Financial Planner to come and join their growing team.
This firm provides advice across Pensions, Investments, IHT and Wealth management and have grown consistently over the last few years.
They are a forward-thinking firm that embrace technology and pride themselves on the technical knowledge that their team provides, along with the high-levels of customer service.
Posted by Capio Recruitment Financial Planning • £50K/yr to £80K/yr
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.
General
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.
Posted by Capio Recruitment Financial Planning • £60K/yr to £65K/yr
A well-respected Financial Planning firm with a good reputation across the market are looking for an experienced Financial Planner to come and join their growing team.
This firm provides advice across Pensions, Investments, IHT and Wealth management and have grown consistently over the last few years.
They are a forward-thinking firm that embrace technology and pride themselves on the technical knowledge that their team provides, along with the high-levels of customer service.
Posted by Capio Recruitment Financial Planning • £30K/yr to £40K/yr
Job Description
Capio Recruitment is working with a truly independent financial planning firm on an exciting opportunity for an experienced Paraplanner to join a practice in Nottingham.
The firm prides themselves on their dynamic approach to financial advice which is tailored to their client's needs.
Alongside their Chartered status, they have an excellent level of technical knowledge particularly around pensions, income protection and cashflow.
Posted by Capio Recruitment Financial Planning • £45K/yr to £60K/yr
As the firms AUM continues to grow an opportunity has arisen for a new Financial Planner to join the existing advice team and inherit a client bank to alleviate the work load of the current staff ensuring clients continue to receive a first class experience.
The role will involve providing comprehensive planning advice to clients on a range of pensions, investments and tax products whilst developing and nurturing existing client relationships to grow the client base you will have been provided.
We are currently working alongside one of the UK's fastest growing names in financial planning to help secure a new member of the Advisory team in Leeds.