Desk Based Financial Advisor

Job Title: Desk Based Financial Planner Location: Nottingham (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. "INDACWEA"

Location: Nottinghamshire, GB

Posted Date: 7/15/2025