Job Description



Job Title:
Independent Financial Adviser



Location:
Cheltenham



Salary:
£50,000 - £80,000 + Additional Bonus

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

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. They like to reward their staff for their hard work by offering a competitive salary, flexible working and an impressive benefits package.

They are looking for an experienced adviser to join their team and to help service an existing client bank, whilst generating new relationships and business with clients.

The Required Skills:

- Minimum 5 years of financial planning experience

- Level 4 diploma in regulated financial planning and working towards chartered status (chartered desirable)

- Excellent technical knowledge on a wide range of areas

- Exceptional communication skills, both verbal and written

- Willingness to increase technical knowledge and obtain Chartered status

To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.

“INDSBWEA”