Our client is a well respected Financial Planning practice that offers a professional, modern, forward-thinking approach to independent Financial Advice and has a service for both private clients and businesses. With strong professional connections, theyhave a business model that is centred around delivering a bespoke, tailored service with comprehensive market analysis and financial plans.
Due to continued growth on the Advice team, our client now require a new advisor to help support the demands of an ever-growing client base.
The role would involve providing comprehensive financial advice across pensions, investments, protection and IHT cases, as well as handling corporate clients. You would have a friendly and proficient paraplanning and admin team who would support you whilstyou handle a range of different case types.
There is an excellent culture based around teamwork to get the best outcomes and they also offer a healthy benefits package, including CII exam support and an excellent pension scheme.
**The Required Skills**: - Level 4 Diploma Qualified is essential and ideally working towards or with an ambition to obtain Chartered status. - Experience of providing Financial Advice and ideally to both private and corporate clients - Strong technical knowledge particularly around pensions and investments cases - Good understanding of the FCA and how a Financial services firm operates If you are interested in hearing more about this position, please get in touch with your specialist consultant at Capio.
Alfreton, South Normanton, England, Derbyshire, DE55, United Kingdom