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Financial planner: Capital Asset Management

Financial planner: Capital Asset Management

Firm

Capital Asset Management

Job title

Financial planner

Salary

£45k plus benefits

Location

London (EC4R)

Job description

The role is unique, challenging but highly rewarding and a special talent is required to meet the challenge.

You will currently be a qualified CF30, ideally level 6 six chartered (or close to it) adviser. You are likely to be relatively early in your career and keen to find the right firm to provide the launchpad for the next stage and a team that will help you become the best that you can be.

Your role will involve regular face-to-face and telephone client meetings, providing high quality independent advice to an existing portfolio of Capital clients. You will also be able to understand and deliver cash flow planning, research, analysis and report writing.

You will be provided with administrative support and will be based in our prestigious new office in College Hill, London EC4. A strong working knowledge of Adviser Office and Truth software as well as Excel will be helpful.

Why Capital Asset Management?

Capital Asset Management is a leading City of London boutique financial planning business. Very competitive
package, high basic salary, bonus, pension scheme and benefits.

This is an ideal opportunity to join Capital and run your own portfolio of great quality clients. The role is unique,
challenging but highly rewarding and a special talent is required to meet the challenge.

You will be an important part of our highly dynamic and creative team and will be expected to contribute your thoughts and ideas as we continue to challenge and innovate within the profession. You will be mentored by some of the UK’s leading independent financial planning practitioners, all intent on making you the very best that you can be. The right candidate is likely to progress, in the firm and accept increased responsibilities, as well as rewards.

Capital Asset Management is a wealth management consultancy built on honesty, integrity and trust. Multi award-winning wealth managers - we provide solutions to the five key financial concerns of successful executives and entrepreneurs. We are independent and completely focussed on establishing lifetime relationships that you can really value. Our consulting proposition is built around clients and their own issues - and never about the latest 'hot stock' or money making scheme.

Contact information

amanda@capital.co.uk

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