Job description
My client is a growing and ambitious financial planning business in South Manchester. They business has made numerous acquisitions over the last few years and they are currently looking for an Trainee/Associate Financial Planner to join their team in Manchester.
Principal Accountabilities / Main Responsibilities
1. Providing 1st class advice to clients on wealth management covering pensions, investments, tax planning, savings and protection products
2. Working with the sizeable paraplanning and administration team to deliver timely reports and great customer service
3. Retain and service and existing book of north midlands based clients whilst looking for new business opportunities
4. Ability to learn and develop with the business as it grows
5. Working with the adviser team and wider business to encourage and drive changes to ultimately provide clients with a better service
Knowledge & experience
6. Detailed experience of financial advice and technical aspects
7. Experience at dealing with clients on a face to face and online basis
8. Experience of working with clients of high net worth
9. Experience of working in a team to drive better outcomes for all stakeholders
10. Ideally chartered
11. Experience of servicing and retaining a large book of clients
Skills
12. Strong financial advice skills
13. Eye for detail and accuracy
14. Good team skills and desire to working collaboratively
15. Excellent verbal and written communication skills
16. Monitoring, evaluating and reporting
17. Ability to step back, critique the existing way of working and implement improvements
Company Benefits
18. Basic salary range £45k to £50k
19. No threshold bonus scheme and 1/3 paid of all initial fee written paid monthly
20. 25 days holiday + 8 days bank holiday
21. Company pension contribution
22. Flexible medical package
23. And more...