Enable job alerts via email!
Generate a tailored resume in minutes
Land an interview and earn more. Learn more
A leading wealth management firm seeks a Desk Based Financial Planner in Fareham. This role offers a pathway to becoming a fully-fledged Financial Planner, emphasizing mentorship and client interaction. Candidates should possess a Level 4 Diploma in Regulated Financial Planning and relevant experience in paraplanning or client support, along with excellent communication and client relationship skills.
Job Description
Job Title: Desk Based Financial Planner
Location: Fareham (Hybrid working)
Salary: £40,000 - £45,000
This is an excellent opportunity for a qualified paraplanner, associate adviser, or client support professional ready to step into a client-facing advice role with a clear path to becoming a fully-fledged Financial Planner.
We’re working with a highly respected wealth management firm that’s offering a structured and supportive transition for those looking to move from technical or support roles into advising. You’ll join an established office and benefit from hands-on mentoring, with access to an existing client base.
The Required Skills:
What’s on Offer:
To find out more, get in touch with one of our specialist Financial Planning recruiters at Capio Recruitment.