Social network you want to login/join with:
Junior Financial Planner - Thames Ditton, Thames Ditton
Client:
Blakemore Recruitment
Location:
Thames Ditton, United Kingdom
Job Category:
Finance
EU work permit required:
Yes
Job Reference:
31c3fa6acd24
Job Views:
14
Posted:
28.04.2025
Expiry Date:
12.06.2025
Job Description:
We are currently recruiting for a boutique Financial Planning practice in Thames Ditton that is 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, demonstrate excellent communication skills, and possess good knowledge of the fast-moving financial services market.
You should have the following traits:
* 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 offer:
* A competitive basic salary of approximately £40k, depending on the candidate
* Bonus income based on production
* Workplace company pension
* 20 days holiday
Responsibilities
Your tasks will vary but typically include:
* Contacting existing clients to carry out full financial reviews and conducting in-depth reviews of clients' financial circumstances, current provisions, and future aims using the CRM system Finplan
* Analyzing information and preparing plans suited to individual clients' requirements
* Completing risk profiles, factfinds, and suitability letters
* Researching the marketplace and providing clients with information on new and existing products and services
* Assisting clients to make informed decisions
* Reviewing and responding to clients' changing needs and financial circumstances
* Promoting and selling financial products to meet sales targets
* Keeping up to date with financial products and legislation
* Informing clients about new financial products or legislative changes affecting their savings and investments
* Meeting regulatory requirements for disclosure, costs, and advised products
#J-18808-Ljbffr