Financial Planner

Pure Resourcing Solutions

Posted a day ago, valid for 17 hours

Cambridge, Cambridgeshire CB3 0PZ, England

£40,000 - £48,000 per annum

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

We are seeking a Financial Planner to report to the Head of Financial Planning and provide independent financial advice to clients.
The role requires experience in financial planning, specifically in Pensions, Investments, and Protections, with a focus on client acquisition and retention.
Candidates should be proficient in MS Office, Voyant Cashflow modelling, and CURO back-office systems, and have strong analytical skills.
This position offers hybrid working and on-site parking, with a competitive salary of £50,000 to £60,000 based on experience.
A minimum of three years of relevant financial planning experience is required to qualify for this role.

We are recruiting for a Financial Planner reporting into the Head of Financial Planning. This is role is to provide in dependant financial planning advice to their clients including Pensions, Investments, Protections and non Main steam Investments.

Hybrid working
Parking on site
Financial Planning experience is a must

Main Duties Understanding / Analysis / Recommendation • Acquire and retain clients for the firm and provide a high-level, full and holistic financial planning service • Make initial contact to assess a client’s personal financial situation, and to understand their short and long-term personal financial goals • Gather and record all relevant information (Know Your Client principles)• Inform the client as to the range and level of services offered under the Private Client Service Proposition. Understand and be able to convey the costs and charges which apply • Identify and agree the most appropriate service for the client• Undertake an assessment of the client’s attitude to risk• Work with Client Relationship Manager (CRM) to analyse existing arrangements and carry out research that will form the basis of recommendations to meet the client’s objectives • Collaborate with CRM to produce a suitability report with recommendations for a plan to meet the client’s objectives• Ensure the client understands our recommendations before proceeding• Communicate with client’s other professional advisers (Accountant / Solicitor) • Case manage new business in conjunction with the CRM from issue of the report and recommendations to the investment of monies or inception of cover • Communicate with the client throughout process • Identify new business opportunities and encourage referrals / recommendations from clients Experience and Sills

Proficient in MS Office systems i.e. Word, Excel, Outlook
Voyant Cashflow modelling
CURO back-office system
AJB Custody solutions figaro

If you match the above criteria please do get in contact with Marsha-Louise

Apply now in a few quick clicks