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Role: Desk Based Financial Planner
Package: Up to £55,000 Basic Salary + Bonus + Benefits + Clients Provided
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team. As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support. Due to the regular flow of leads available, the firm expect the successful individual to be writing high levels of business within the first 12 months; Crucially, 100% of your new business fees and 100% of your ongoing business fees will be incorporated into your bonus target.
Key Responsibilities
- You will speak with prospective clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations; You must outline with your clients the type of on-going service that they wish to receive.
- You will plan, work towards, and generate a pipeline that sufficiently meets your pre-agreed business targets; It is crucial that you contact all leads supplied within an agreed timescale and then update the business with progress as/when appropriate.
- You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations.
- You must utilise the research panel when selecting the tailored advice for your clients while ensuring that all client files are kept up to date and well maintained; You must construct reports in line with company standards.
- You will communicate and liaise effectively with the back-office, compliance, and management teams; It is imperative that you always provide clear, concise, and accountable information.
- You will have the desire to continue your professional development, whilst also increasing your technical knowledge in specialist advice areas.
About You
- You will hold the Level 4 Diploma in Financial Advice as a minimum; This can be via the CII, CISI, or LIBF. Level 6 / Chartered status is desired but not essential.
- You will be a confident, authentic, genuine, and charismatic individual with excellent sales and presentation skills; You must have exceptional interpersonal and organisational skills as-well as possess excellent communication and negotiation skills.
- You will be driven and highly motivated to achieve and exceed business targets.
- You must be hard working, enthusiastic, passionate, focused, and articulate with a strong commitment to delivering an excellent client experience and service; It is imperative that you always adopt highly moral, ethical, and professional approaches to your work.
- You will be eager to develop your career and will therefore possess a strong understanding of how you would like to achieve this; You will be prepared to undergo further study and training where appropriate.
- You must have excellent knowledge on all areas of financial planning (including investments, pensions, protection, retirement options, and tax planning); You must be able to research, analyse, and interpret a diverse range of information.
- You will have a strong ability to build and maintain long-term client relationships.
- You will have the ability to work individually as well as part of a team.
- You will have strong literacy, numeracy, and IT skills.
- You will be able to convey complex information, to a wide variety of people with various levels of understanding, both written and verbally.
