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SalaryJob Title: Financial Adviser - Reporting to Head of Financial Planning
Location: Chipping Norton, West Oxfordshire
Salary: Up to £60,000 basic, plus bonus scheme, profit share and full benefits package
About the firm:
An opportunity has arisen for a full-time Financial Planner to join a successful and growing company.
Capio Recruitment is working with an independent private client Financial Adviser and wealth management company, established in 1992 and based near Old Chalford in Oxfordshire.
The company became employee-owned in 2013 and as a result, employees have become much more integral to the way the business is run and in taking responsibility for our future success.
The firm specialises in portfolio management and financial planning services for their clients and manage approximately £360m of assets invested across both centralised and bespoke portfolios.
About the role:
The primary purpose of the Financial Planner role is to work directly with the firm's clients to provide expert financial advice tailored to the client's individual needs and circumstance and to build long term relationships to assist them to meet their long-term objective.
The successful candidate will report to the Head of Financial Planning and will work within an established team of experienced Financial Planners.
Qualifications & experience
- The minimum of a Level 4 Diploma in Regulated Financial Planning or equivalent, within the financial services industry, is essential.
- The successful candidate should have a minimum of 2 years in a financial planning role.
- Other role specific qualification will be required but are not essential on appointment.
- Thorough knowledge of investments, pensions, protection and FCA regulations.
Salary and Benefits:
The working week is 35 hours with office opening hours of 9-5. The company has a policy on flexible working which allows work to be conducted from varying locations.
- Salary dependent on experience
- Discretionary Bonus plus Employee Ownership Profit
- Pension Contribution at 5% of basic salary. Salary sacrifice available
- 32 days holiday, plus Christmas week and Bank holidays
- Training Budget of £2,000 (10% can be used for personal training)
- Death in Service at 4 x basic salary
- Income Protection at 75% of basic salary
- One volunteer day per year
If you feel you have the desired experience and skillset to excel in this role, we invite you to apply! After applying, one of our specialist consultants at Capio Recruitment will be in touch to discuss your application further and explain the interview process.
Please note, due to the volume of applications we receive, all applications are appreciated but only shortlisted candidates will be contacted.
