Desk Based Financial Planner

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.