SKILLED Financial Planner Advisor - CAMBRIDGE AREA

Supporting a lovely company for FINANCIAL  ADVISOR IN CAMBRIDGE. who Reports to the Head of Financial Planning / Director in Charge of Financial Planning Location: The job holder is based at the office close and after around 6 months you may be allowed 2 remote days but also other steps to link to in the business and Clients support. 

Job Expectation :-

To provide independent financial planning advice to the clients of MM Wealth including areas such as Pensions, Investments, Protection and non-mainstream investments.

Main Duties

Understanding / Analysis / Recommendation

• Acquire & retain clients for the firm and provide a high-level, full & holistic financial planning service

• Make initial contact to assess a client’s personal financial situation, & to understand their short & long-term personal financial goals

• Gather & record all relevant information (Know Your Client principles) • Inform the client as to the range & level of services offered under the Private Client Service Proposition. Understand & be able to convey the costs & charges which apply

• Identify & 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 & carry out research that will form the basis of recommendations to  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 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 & recommendations to the investment of monies or inception of cover

• Communicate with the client throughout process

• Identify new business opportunities & encourage referrals / recommendations from clients Ongoing Service

• Communicate with clients in respect of any changes which may impact their financial plans

• Ensure delivery of the service in line with a Private Client Service Proposition • Arrange periodic review meetings (which may be held offsite)

Experience MUST BE as follow - a skilled FINANCIAL ADVISOR

Minimum 5 years’ experience of working in financial services Always treating clients in a courteous and professional manner. Show respect for all clients, colleagues and business associates at all levels. Track record of satisfied clients and high level of retention of clients. Experience of working in a busy and dynamic office environment. Experiencing of managing a busy & varied workload. Experience in working to deadlines with changing priorities. 

QCF Level 4 or equivalent Develop professional qualifications in line with requirements of the role specifically and the firm’s needs more generally! Great opportunity.  Full profile shared for the great Financial Advisor applicants :)