Financial Adviser

Capital Planning Partners Ltd; England; On-site; GBP 100,000; Full time

Job summary

A leading financial advice business in the United Kingdom is looking for an Experienced Financial Adviser who possesses a Level 4 Advice qualification and an SPS. The role offers the potential for significant earnings, exceeding £100k within two years. Candidates should be proactive and client-focused, with the ability to build strong relationships. The company offers tailored support, exceptional marketing, and technical assistance to ensure success in a collaborative environment.

Qualifications

• Experienced Financial Adviser with SPS qualification.
• Proven track record in relationship-based financial advice.
• Ability to thrive in a collaborative environment.

Responsibilities

• Provide relationship-based financial advice to clients.
• Develop strong and lasting professional relationships.
• Maximize support structure for client servicing.

Skills

Client-centric approach

Proactive and personable nature

Ability to develop strong professional relationships

Maximizing support structures

Education

Level 4 Advice qualification

Job description

Minimum Requirements

Experienced Financial Adviser with a Level 4 Advice qualification and SPS

Earnings

Both Employed and Self-employed packages with the opportunity to build real value within a leading financial advice business. Potential for earning £100k+ within 2 years, with the opportunity for further financial progression.

Are you?

• Someone who is ready to take the next step in your career and can demonstrate that you are proactive, personable, and professional
• Someone who has a client-centric approach and mindset
• Someone who thrives on developing strong and lasting professional relationships with clients, both in person and remotely
• A capable self-starter who can maximise the support structure provided to help you achieve your aspirations and potential
• Someone who cares deeply about best practice, strong team spirit and positive client outcomes

How will Capital Planning Partners support you

We will provide tailored support, to smooth your transition into our business:

• Existing client servicing opportunities with both private and corporate clients
• Specialist advice and technical support
• Exceptional lead generation and marketing support
• Streamlined administration allowing more time with clients
• Coaching, development and application training for client meeting skills

This is a fantastic opportunity for an experienced financial adviser looking to take the next step in their career, working with a company that is committed to supporting you on your journey in a highly collaborative environment. Our technology-enabled environment enables you to concentrate on what is important: providing relationship-based financial advice to clients to help them meet their needs and objectives.