Job Title: Financial Planner

Location: Cheltenham / Gloucester (flexible across Oxfordshire & South Midlands)

Salary: Competitive Bonus (Package Negotiable)

This is an exciting opportunity to join a well-established and growing Financial Planning & Discretionary Fund Management firm, with ambitious plans to expand their presence in Gloucestershire.

Following a recent acquisition, the firm is now looking for an experienced and capable Financial Planner to service an existing portfolio of HNW & UHNW clients, while also driving new business growth in the region.

You’ll have full in-house DFM capabilities, while also having the flexibility to use third-party solutions where appropriate. The client bank you’ll work with is high value and complex, making this a role for an adviser who is confident in handling sophisticated cases.

The ideal candidate will have a proven track record of client growth, either through their own network or by developing new business opportunities. This is a flexible opportunity with a preference for employed, offering a tailored salary and bonus package based on the adviser’s experience and potential.

The Required Skills:

• Level 4 Diploma qualified in Financial Planning (Chartered status desirable)
• Experience working with HNW and UHNW clients on complex financial cases
• Strong business development skills and ability to grow a client portfolio
• Previous success in both servicing existing clients and generating new opportunities
• Excellent technical knowledge across investments, pensions, and estate planning
• Highly professional, client-focused approach

What’s on Offer:

• Flexible location within Gloucestershire, Oxfordshire, and South Midlands
• Full Paraplanning & Administration support (2 Paraplanners & 3 Administrators)
• Large, loyal client base with average case size in HNW/UHNW space
• Flexible and competitive salary bonus package (to be discussed)

To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.

“INDSBWEA”