Senior Financial Planner – Holistic Wealth, Inbound Leads

Capio Recruitment Limited; Greater London; On-site; GBP 70,000 - 100,000; Full time

Benefits offered by this job

Bonus scheme

35-hour week

Annual leave 24 days

Private healthcare

Income protection

Life assurance

Eye care

Wellbeing programme

Bike to work

Qualifications support

Job summary

Capio Recruitment Limited in London is seeking a Financial Adviser to build a robust client portfolio with direct access to high-calibre prospects. You will benefit from substantial centralised marketing and a steady stream of inbound enquiries, allowing you to focus on quality advisory work.

Supported by dedicated paraplanning and admin specialists, you can deliver holistic planning across pensions, investments and protection, while the firm continues to grow and invest in forward-thinking

Qualifications

• Proven ability to deliver holistic financial advice across investments, retirement and protection.
• Excellent communication and relationship-building skills.
• Strong understanding of FCA regulatory standards and compliance processes.

Responsibilities

• Deliver tailored financial planning strategies across pensions, investments and protection.
• Capitalize on inbound referrals and centralised marketing leads to grow client base.
• Collaborate with paraplanning and administrative specialists to focus on advisory work.
• Conduct lifestyle reviews and ongoing consultations to build long-term client relationships.

Skills

Interpersonal skills

Commercial focus

Regulatory awareness

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Capio Recruitment Limited in London is seeking a Financial Adviser to build a robust client portfolio with direct access to high-calibre prospects. You will benefit from substantial centralised marketing and a steady stream of inbound enquiries, allowing you to focus on quality advisory work.

Supported by dedicated paraplanning and admin specialists, you can deliver holistic planning across pensions, investments and protection, while the firm continues to grow and invest in forward-thinking