Job description
My client is currently looking for an experienced Financial Planner to join their business in Preston. This is an exciting role with a large client bank to inherit.
By joining this business as a Financial Planner you play an integral part in an independent financial advice and fund management group. They empower their people to foster their entrepreneurial abilities in a supportive and collaborative environment that raises the professionalism of financial advice. Career progression, flexible working, great benefits are all available, with a lucrative bonus structure on offer for the right individual.
Responsibilities
1. Meet with clients to gain a deep understanding of their current financial position and future plans, and develop compelling, long-lasting relationships
2. Work collaboratively with Paraplanners, support staff, line managers and other parts of the business, in order to deliver high quality advisory services to clients
3. To be involved with high-net-worth individuals from investments, pensions, and trust planning
4. Research financial products and explain details of products so that clients can make informed choices
5. Prepare clear recommendations to clients as and when required
6. Use existing network to identify new opportunities and develop relationships with professional introducers and intermediaries
7. Negotiate with providers of financial products where appropriate
8. Keep clients regularly updated about their investments
9. Actively seek new areas of business and keeping Management informed of new opportunities
10. Actively build on existing client base, looking for opportunities for referrals
Requirements
11. Must be level 4 qualified (DipPFS/DipFA/CISI Level 4 Diploma with Financial Advice)
12. Ideally Chartered (Adv.DipFA/APFS/Level 6 CISI) or working towards
13. Must be fully qualified to deliver investment and pensions advice with experience in a similar role
14. Experience of using Intelligent Office (IO) would be an advantage
15. Excellent communication skills, both verbal and written, and ability to communicate with colleagues and clients at all levels
16. Self-motivated, with an ability to work and think under own initiative
17. Have an excellent entrepreneurial attitude and business development skills