Capio Recruitment
Financial Planner
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Financial Planner
Location: Remote (UK-based, desk-based role)
Salary: Up to £70,000 basic, dependent on experience, plus validation bonus scheme
What's on Offer:
- Basic salary up to £70,000, depending on experience
- Validation bonus scheme on top of basic salary
- Fully remote, desk-based role - work from home, no requirement to travel to see clients
- Warm leads provided - no cold prospecting required
- Employed status - stability, security, and a genuine long-term career path
- Growing network - real opportunity for progression as our client's network expands
- Variety of clients - a broad, engaging caseload rather than a narrow niche
- Chance to build your own book from internal leads supplied by the business
About the Role
We're recruiting on behalf of our client, a growing financial advice network, for experienced Financial Planners to join on a fully remote, employed basis. This is a genuine opportunity to build a long-term career with the backing of a firm that invests in its people - not just another self-employed lead-generation gig.
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You'll be provided with a steady stream of internal leads, giving you the platform to build your own client book from day one, while working with a varied client base across different needs and life stages.
About Our Client
Our client is a dynamic, fast-paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of their family. They're investing heavily in their colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential.
They're also very proud of their culture, having been recognised as one of the Best 100 Large Companies to work for in 2022.
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Benefits
- Pension scheme – contribute up to 5% of your salary and our client will match you, plus an extra 5% on top
- Critical illness cover
- Income protection – 1 x salary
- Death in service – 4 x salary
- 27 days holiday plus bank holidays, with the option to buy up to an additional 10 days
- A range of other flexible benefits including private medical insurance, dental insurance, and more
What We're Looking For
- Diploma qualified (Level 4 minimum) financial planner/adviser
- Proven experience providing regulated financial advice
- Strong client relationship and communication skills, well-suited to remote/telephone-based advice
- Self-motivated and comfortable working autonomously in a home-based role
- A genuine passion for delivering great client outcomes
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
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