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Desk Based Financial Planner

Capio Recruitment - Fareham, England

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Job Description

Job DescriptionJob Title: Desk Based Financial PlannerLocation: Fareham (Hybrid working)Salary: 40,000 - 45,000This 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.Were working with a highly respected national wealth management firm thats offering a structured and supportive transition for those looking to move from technical or support roles into advising. Youll 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 roleStrong understanding of pensions, investments, and protection productsComfortable giving desk-based advice via Teams, phone, and emailConfident communicator whos had exposure to client meetings or client-facing scenariosTarget-driven with a desire to build lasting client relationships and progress into full adviceWhats on Offer:Clear pathway to becoming a Financial PlannerAdditional bonus opportunityHybrid working26 days holiday + bank holidays6% employer pension contributionPrivate medical insurance, life assurance (4x), and group income protectionFull study and development supportTo find out more, get in touch with one of our specialist Financial Planning recruiters at Capio Recruitment.

Created: 2025-06-28

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