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Hybrid Desk- Financial Planner | Build holistic wealth

Job in Bristol, Bristol County, BS1, England, UK
Listing for: Capio Recruitment Financial Planning
Full Time position
Listed on 2026-06-07
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Hybrid Desk-Based Financial Planner | Build holistic wealth

Capio Recruitment Financial Planning in Bristol is hiring a Desk Based Financial Planner. This hybrid role involves delivering holistic financial planning advice, supporting existing clients, and generating new business.

The ideal candidate will have a Level 4 Diploma and previous financial advising experience. Benefits include a bonus scheme, private medical options, and up to 27 days of holiday plus bank holidays.

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