https://jobs.co.uk/job/desk-based-financial-planner-capio-recruitment-financial-planning--f4d0059a-3202-4338-be4c-960b33856b30 RSS feed for Desk Based Financial Planner at Capio Recruitment Financial Planning. en-gb Tue, 26 May 2026 21:28:59 GMT https://jobs.co.uk/job/desk-based-financial-planner-capio-recruitment-financial-planning--f4d0059a-3202-4338-be4c-960b33856b30 https://jobs.co.uk/job/desk-based-financial-planner-capio-recruitment-financial-planning--f4d0059a-3202-4338-be4c-960b33856b30 Tue, 19 May 2026 11:53:09 GMT Location: Bristol | Salary: 60000.00-60000.00 Annual | Type: Permanent | Job Title: Desk Based Financial PlannerLocation: Bristol (Hybrid Working)Salary: £60,000 - £64,000 + Bonus OpportunityA rapidly growing national wealth management business is looking to appoint a Desk Based Financial Planner into their expanding advice team.This is a genuinely exciting opportunity to join a business with major growth ambitions, whilst becoming part of a new and evolving advice proposition. Ideal for an adviser who enjoys helping shape something rather than stepping into a fully established client bank.The role will involve delivering holistic financial planning advice remotely, supporting both existing clients and new business generation.This opportunity would suit an ambitious financial planner looking to join a business with genuine momentum, excellent support and the chance to play a key role in a growing advice function.The OpportunityEmployed Desk Based Financial Planner role within a growing national businessFully holistic advice offering including pensions, investments and protectionClient meetings conducted virtually via TeamsOpportunity to help build and develop a growing propositionSignificant long term growth plans with adviser expansion targeted by 2030... Permanent