We are currently recruiting for a boutique Financial Planning practice in Thames Ditton who are looking to recruit a Junior Financial Planner.
They are a small firm offering independent financial advice on mortgages, investments, savings and pension planning with a solid existing client portfolio.
You will have a proven track record of results and be able to demonstrate great communication skills and a good knowledge of the fast moving financial services market.You will have the following traits:
- ï‚· Honest
- ï‚· Strong work ethic
- ï‚· Primary focus on client outcome
- ï‚· Excellent telephone manner
- ï‚· Smart and professional appearance
- ï‚· Full Dip FA level 4 required
- ï‚· Proven track record in quality advice and client work
We they offer:
-  A competitive basic salary of c £40k depending on the candidate
- ï‚· Bonus income based on production (amount??)
- ï‚· Workplace company pension
- ï‚· 20 days holiday
Responsibilities
Your tasks will vary but typically you will need to:
- Contact existing clients to carry out full financial reviews and conduct in-depth reviews of clients& financial circumstances, current provision and future aims using the CRM system Finplan
- Analyse information and prepare plans best suited to individual clients& requirements
- Complete risk profiles, factfinds and suitability letters
- Research the marketplace and provide clients with information on new and existing products and services
- Assist clients to make informed decisions
- Review and respond to clients changing needs and financial circumstances
- Promote and sell financial products to meet given or negotiated sales targets
- Keep up to date with financial products and legislation
- Produce financial reports
- Contact clients with news of new financial products or changes to legislation that may affect their savings and investments
- Meet the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.