Financial Planner - client bank available

Financial Planner – Client bank available with full paraplanning support.

Competitive base salary plus bonus structure paid quarterly

Join a dynamic and rapidly expanding financial services firm that offers a broad range of services across the entire wealth value chain. This includes financial planning, investment management, and comprehensive platform services. With a strategy focused on modular, incremental client services and active acquisitions, it's an exciting time to be part of our growth.

Responsibilities

• Focus on new business development, including proactive client contact to convert legacy clients to our ongoing service proposition.
• Provide holistic financial planning solutions to private clients with assets over £160k, covering the full suite of financial planning solutions.
• Meet and exceed revenue and new business targets as set by line management.
• Drive cross-selling and refer business to other parts of the group.
• Maintain and nurture existing client relationships, identifying new advice needs and fulfilling them.
• Generate new client enquiries and advice income.
• Undertake sales and marketing activities aligned with local, regional, and national plans.
• Provide expert independent advice in compliance with relevant regulations and company policies.
• Maintain 'Fit and Proper' status through continuous professional development and adherence to company standards.
• Ensure all client advice and reports are compliant with company processes and regulatory requirements.
• Deliver a positive client service experience to ensure appropriate client outcomes and communication.

Requirements

• Technical competence in all areas of financial planning.
• Analytical mindset with excellent attention to detail.
• Experience as a Financial Planner; experience in a Paraplanning role is preferable but not essential.
• Proficiency in Microsoft Word, Excel, and database management.
• Cash Flow Modelling skills are preferable but not essential.
• Must hold a Diploma in Financial Planning or equivalent; Advanced Diploma/Chartered Financial Planner or willingness to progress is desirable.
• Holder of SPS & CAS.

Benefits

• Private Medical Insurance
• Employee Pension Scheme
• 24 days Annual Leave plus public holidays
• Dental Insurance
• Life Assurance
• Health Cash Plan
• A range of flexible benefits to choose from.

To apply for this Financial Planner position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.