Junior Financial Planner

Blakemore Recruitment

Posted a day ago, valid for 13 days

Thames Ditton, Surrey KT7 0BS, England

Full Time

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Sonic Summary

A boutique Financial Planning practice in Thames Ditton is seeking a Junior Financial Planner with a proven track record and excellent communication skills.
The role requires a Full Dip FA level 4 qualification and a strong work ethic, focusing on client outcomes and maintaining a professional appearance.
The position offers a competitive basic salary of approximately £40,000, with additional bonus income based on production.
Responsibilities include conducting financial reviews, analyzing client information, and promoting financial products to meet sales targets.
Candidates should have experience in providing quality advice and be prepared to adapt to clients' changing financial needs.

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:

 Honest
 Strong work ethic
 Primary focus on client outcome
 Excellent telephone manner
 Smart and professional appearance
 Full Dip FA level 4 required
 Proven track record in quality advice and client work

We they offer:

 A competitive basic salary of c £40k depending on the candidate
 Bonus income based on production (amount??)
 Workplace company pension
 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.

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