Job Title: Desk Based Financial Planner
Location: Fareham (Hybrid working)
Salary: £40,000 - £45,000
This 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.
We’re working with a highly respected national wealth management firm that’s offering a structured and supportive transition for those looking to move from technical or support roles into advising. You’ll 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 role
* Strong understanding of pensions, investments, and protection products
* Comfortable giving desk-based advice via Teams, phone, and email
* Confident communicator who’s had exposure to client meetings or client-facing scenarios
* Target-driven with a desire to build lasting client relationships and progress into full advice
What’s on Offer:
* Clear pathway to becoming a Financial Planner
* Additional bonus opportunity
* Hybrid working
* 26 days holiday + bank holidays
* 6% employer pension contribution
* Private medical insurance, life assurance (4x), and group income protection
* Full study and development support
To find out more, get in touch with one of our specialist Financial Planning recruiters at Capio Recruitment.