Job Title: Financial Planner Location: Bath Salary: £50,000 - £65,000 Bonus We are recruiting on behalf of a highly regarded, independent financial planning firm in Exeter, looking for a talented and client-focused Financial Planner to join their team. If you’re passionate about delivering tailored financial advice and want to work in a supportive, flexible environment, this opportunity is for you. The Role: Deliver comprehensive financial advice, including retirement, investment, protection. Build and maintain trusted, long-term client relationships. Manage a portfolio of existing clients while also developing new business opportunities. Collaborate with a skilled support team to ensure advice is efficient, compliant, and client focused. Why Join? Back Office Support: Full support from a team of experienced and skilled Paraplanners and Administrators. Annual Leave: 25 days holiday with the ability to buy or sell additional leave. Death in Service: 4x salary. Professional Growth: Exam support. Work-Life Balance: Hybrid working with the option to work from home once settled in. Requirements Level 4 Diploma in Financial Planning (or equivalent) is essential. Chartered status or progression towards it is highly desirable. Demonstrated success as a Financial Planner with a proven track record of client engagement and business development. Excellent interpersonal, technical, and communication skills. Ability to work independently and as part of a collaborative team. A proactive, professional approach with a genuine passion for helping clients achieve their financial goals. To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment. "INDSBWEA