Financial Planner

Capio Recruitment Limited; Southampton; On-site; GBP 40,000 - 65,000; Full time

Benefits offered by this job

Bonus scheme

Regular leads

Job summary

Capio Recruitment Limited is seeking a Financial Planner in Southampton to deliver tailored, independent financial advice and build lasting client relationships. You will leverage regular leads and a supportive team to develop your client base while advancing your career in a technology-forward environment.

The role offers a modern practice with strong earning potential, paraplanning and administration support, and a focus on excellent client care.

Qualifications

• Strong communication skills and a commitment to delivering excellent client care.
• A proactive approach and the ambition to develop your career.
• openness to using technology as part of a modern financial planning service.

Responsibilities

• Deliver tailored, independent financial advice that reflects each client’s needs and objectives.
• Build lasting client relationships through excellent service and ongoing support.
• Develop new client relationships from the leads provided.
• Build professional connections and identify further opportunities to grow your client base.
• Contribute to the continued growth of the firm.

Skills

Communication skills

Client care

Proactive attitude

Career development

Tech savvy

Education

Level 4 Diploma in Financial Planning

Job description

An established Independent Financial Planning firm with an excellent reputation is looking for a Financial Planner to join its growing team.

Whether you are at the start of your adviser journey or have a few years of experience and are ready to take the next step, this opportunity offers regular leads, strong earning potential and a supportive team to help you progress.

Our client combines fully independent advice with a modern approach to financial planning, placing excellent client care at the heart of the business. The firm embraces technology, including AI, to support its advisers and enhance the service it provides.

You will have the opportunity to work with existing clients and receive regular leads each month, with the firm reporting a lead conversion rate of over 70%. Full paraplanning and administration support will allow you to focus on building relationships and delivering tailored advice.

An attractive bonus scheme rewards both ongoing and new business, offering excellent earning potential as you develop your client base.

The Opportunity:

• Regular leads provided each month, with a reported conversion rate of over 70%.
• Access to existing clients, alongside opportunities to develop new relationships.
• An attractive bonus scheme rewarding both ongoing and new business.
• Full paraplanning and administration support.
• A modern firm that embraces technology and prioritises client care.
• A supportive environment for both aspiring advisers without CAS and those with existing advice experience.

Responsibilities:

• Deliver tailored, independent financial advice that reflects each client’s needs and objectives.
• Build lasting client relationships through excellent service and ongoing support.
• Develop new client relationships from the leads provided.
• Build professional connections and identify further opportunities to grow your client base.
• Contribute to the continued growth of the firm.

The Required Skills:

• Level 4 Diploma in Financial Planning or equivalent.
• Competent Adviser Status is welcomed but is not essential.
• Strong communication skills and a commitment to delivering excellent client care.
• A proactive approach and the ambition to develop your career.
• An openness to using technology as part of a modern financial planning service.