Desk Based Financial Planner

Capio Recruitment Financial Planning; Fareham; Hybrid; GBP 40,000 - 45,000; Full time

Job summary

A leading national wealth management firm is seeking a Desk Based Financial Planner in Fareham, offering a clear path to becoming a qualified Financial Planner. This role includes hands-on mentoring, with access to an existing client base and opportunities for professional development, hybrid working, and a comprehensive benefits package.

Benefits

Clear pathway to becoming a Financial Planner

Additional bonus opportunity

26 days holiday + bank holidays

6% employer pension contribution

Private medical insurance

Life assurance (4x)

Group income protection

Full study and development support

Qualifications

• Previous experience in a paraplanning, client support, or associate adviser role.
• Exposure to client meetings or client-facing scenarios.

Responsibilities

• Step into a client-facing advice role with support.
• Provide desk-based advice via Teams, phone, and email.
• Build lasting client relationships.

Skills

Understanding of pensions

Understanding of investments

Understanding of protection products

Confident communicator

Target-driven

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Job Title: Desk Based Financial PlannerLocation: Fareham (Hybrid working)Salary: GBP40,000 - GBP45,000

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 national 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:

• Level 4 Diploma in Regulated Financial Planning (minimum; ideally with SPS or near-CAS readiness)
• Previous experience in a paraplanning, client support, or associate adviser role
• Strong understanding of pensions, investments, and protection products
• Comfortable giving desk-based advice via Teams, phone, and email
• Confident communicator who's had exposure to client meetings or client-facing scenarios
• Target-driven with a desire to build lasting client relationships and progress into full advice

What's on Offer:

• Clear pathway to becoming a Financial Planner
• Additional bonus opportunity
• Hybrid working
• 26 days holiday + bank holidays
• 6% employer pension contribution
• Private medical insurance, life assurance (4x), and group income protection
• Full study and development support

To find out more, get in touch with one of our specialist Financial Planning recruiters at Capio Recruitment.