Financial Adviser

Updated: March 20, 2024 06:45 PM GMT

Capio Recruitment

Chipping Norton

Job Title: Financial Adviser - Reporting to Head of Financial Planning

Location: West Oxfordshire

Salary: Up to 65,000 plus bonus scheme, profit share and full benefits package.

About the firm:

An opportunity has arisen for a full-time Financial Planner to join a successful and growing company.

Capio Recruitment is working with an independent private client financial adviser and wealth management company, established in 1992 and based near Old Chalford in Oxfordshire.

The company became employee-owned in 2013 and as a result, employees have become much more integral to the way the business is run and in taking responsibility for our future success.

The firm specialises in portfolio management and financial planning services for their clients and manage approximately 360m of assets invested across both centralised and bespoke portfolios.

About the role:

The primary purpose of the Financial Planner role is to work directly with the firm's clients to provide expert financial... More Detail