Desk Based Financial Planner - Capio Recruitment Financial Planning : Job Details

Job Role: Desk-Based Financial Planner

Manchester

Up to £60,000 + Bonuses + Full Benefits Package

Full-time | Employed | Existing Clients | Tech-Enabled Advice

Do you love financial planning and not the endless trips up and down the motorway?

This could be the role that lets you focus on what you do best: delivering high-quality advice to clients who really want to hear from you.

Join a well-established national advice business that’s modern, ambitious, and designed for advisers who want to work smarter. With warm internal referrals, a slick hybrid model, and top-tier paraplanning support, you’ll be in a position to thrive.

What the role looks like:

• Providing holistic advice to clients via video and phone
• Supporting both new and existing clients with tailored planning strategies
• Collaborating closely with paraplanners, administrators, and other advisers
• Using streamlined tech to reduce faff and enhance client experience
• No cold calling. No chasing. Just real relationships and rewarding work

What you’ll need:

• Level 4 Diploma in Financial Planning (essential)
• Experience advising clients (desk-based or hybrid ideal)
• Strong communication skills and a client-centric approach
• Comfortable using tech to support and deliver advice

What’s in it for you:

• Up to £60,000 salary plus performance-related bonus
• Hybrid working (2-3 days in the office)
• Warm leads from an internal investment/wealth network
• Opportunities to grow with a business that's scaling nationally
• Study support if you’re working toward Chartered
• Great culture. Zero egos. Real progression.

Perfect for advisers who enjoy planning, not chasing. If you’re looking for a role that gives you flexibility, focus, and proper support—this one’s worth a look.

Apply now or drop us a message to learn more (confidential chats welcome).