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We are looking for a financial planner to join our clients team and support the growth of their business.
The Role:
As an experienced Financial Planner, you will be working with new and existing clients providing financial planning services including wealth management, investments, pensions, personal protection, inheritance tax mitigation and retirement planning.
Client Experience:
Client service is key to our success and you will work closely within your client portfolio to ensure all clients have a clear understanding of future investment plans. You will provide detailed reports, be an expert in investment opportunities and risks and be able to recommend strategies to achieve key financial objectives. Your advice will always be compliant, well researched and comprehensive.
Teamwork:
You will ensure team members are kept up to date and informed of relevant financial services matters and develop both internal and external professional connections to ensure quality client introductions. Together, we will achieve the agreed target levels and standards, and ensure service delivery in line with the company’s culture and core values. You will maintain fairness, equality, diversity and inclusivity in everything that you do.
Skills:
- CII or equivalent
- Statement of professional standing
- Excellent communication skills
- Great Relationship building skills
- Experience using intelliflo, selectapension, Cashcalc, Defaqto or FEanalytic
