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For Companies At a Glance
- Tasks: Provide desk-based financial advice and support clients through various communication channels.
- Company: Join a respected national wealth management firm with a strong reputation.
- Benefits: Enjoy hybrid working, 26 days holiday, and private medical insurance.
- Why this job: This role offers a clear path to becoming a Financial Planner with hands-on mentoring.
- Qualifications: Must have Level 4 Diploma in Regulated Financial Planning and relevant experience.
- Other info: Opportunity for bonuses and full study support for professional development.
The predicted salary is between 34000 - 51000 £ per year.
Location: Manchester (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.
Desk Based Financial Planner employer: Capio Recruitment
Contact Detail:
Capio Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Desk Based Financial Planner
✨Tip Number 1
Familiarise yourself with the specific financial products mentioned in the job description, such as pensions and investments. This knowledge will not only boost your confidence but also demonstrate your commitment to the role during any discussions.
✨Tip Number 2
Practice your communication skills, especially in a virtual setting. Since the role involves giving advice via Teams, phone, and email, being articulate and clear in your explanations will set you apart from other candidates.
✨Tip Number 3
Network with professionals already working in financial planning or related fields. Engaging with them can provide insights into the role and may even lead to referrals, increasing your chances of landing the job.
✨Tip Number 4
Showcase your target-driven mindset by preparing examples of how you've successfully built client relationships in previous roles. This will highlight your suitability for a client-facing position and your ambition to progress in your career.
We think you need these skills to ace Desk Based Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in paraplanning or client support roles. Emphasise your Level 4 Diploma in Regulated Financial Planning and any exposure to client-facing scenarios.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your desire to transition into a client-facing role. Mention specific skills that align with the job description, such as your understanding of pensions and investments.
Highlight Communication Skills: Since the role involves giving desk-based advice, emphasise your communication skills in both written and verbal forms. Provide examples of how you've successfully interacted with clients or colleagues in previous roles.
Showcase Your Target-Driven Mindset: Demonstrate your target-driven attitude by including any relevant achievements or goals you've met in past positions. This will show your potential employer that you are motivated to build lasting client relationships.
How to prepare for a job interview at Capio Recruitment
✨Showcase Your Qualifications
Make sure to highlight your Level 4 Diploma in Regulated Financial Planning and any additional qualifications like SPS. This will demonstrate your commitment to the profession and your readiness for the role.
✨Demonstrate Client-Facing Experience
Prepare examples from your previous roles where you interacted with clients, even if it was in a support capacity. Discuss how these experiences have equipped you with the skills needed for a desk-based advisory role.
✨Understand the Products
Brush up on your knowledge of pensions, investments, and protection products. Be ready to discuss how you would approach advising clients on these topics, as this is crucial for the role.
✨Express Your Career Aspirations
Communicate your desire to progress into a full Financial Planner role. Employers appreciate candidates who are target-driven and eager to build lasting client relationships, so make sure to convey your ambition.
