Desk Based Financial Planner - #2067452

Job Title: Desk Based Financial Planner

Location: Bristol (Hybrid Working)

Salary: £60,000 - £64,000 + Bonus Opportunity

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.