img
Permanent

Financial Planner

Capio Recruitment Financial Planning
Southampton
money-bag £10000 - £500000 Annual
Posted: 25 September 2026 (Yesterday)
Closing date: 25 October 2026
Ref: 3183213152

Job Title: Financial Planner Location: Southampton Salary: £40,000 to £50,000 + Bonus The Company: An established Independent Financial Planning firm with an excellent reputation is looking for a Financial Planner to join its growing team. Whether you are at the start of your adviser journey or have a few years of experience and are ready to take the next step, this opportunity offers regular leads, strong earning potential and a supportive team to help you progress. Our client combines fully independent advice with a modern approach to financial planning, placing excellent client care at the heart of the business. The firm embraces technology, including AI, to support its advisers and enhance the service it provides. You will have the opportunity to work with existing clients and receive regular leads each month, with the firm reporting a lead conversion rate of over 70%. Full paraplanning and administration support will allow you to focus on building relationships and delivering tailored advice. An attractive bonus scheme rewards both ongoing and new business, offering excellent earning potential as you develop your client base. The Opportunity: Regular leads provided each month, with a reported conversion rate of over 70%. Access to existing clients, alongside opportunities to develop new relationships. An attractive bonus scheme rewarding both ongoing and new business. Full paraplanning and administration support. A modern firm that embraces technology and prioritises ..... full job details .....

Other jobs of interest...

Resource Matters Ltd
Southampton1 week ago
money-bag80000.00-80000.00 Annual

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!