The Money Partnership are an established Wealth Management firm offering expert financial planning advice. Our team is expanding and we are on the lookout for an experienced Financial Adviser to join us.
This is an exciting opportunity to join a well-established and fast growing advice firm.
We're looking for someone who has personality, excellent communication skills and a real desire to learn and develop.
We're proud of our very own bespoke Customer Relationship Management technology developed by us, for us, meaning our Advisers can focus on engaging with clients. You'll be fully supported with marketing, compliance, networking and administration and some leads will be provided. There is real opportunity for accelerated progression for the right candidate.
We're building an exceptional advice team and are proud of our 5 star service rating. We are interested in working with individuals who have the energy and commitment to excel.
You will;
* Attend networking events, liaise with professional connections and develop marketing opportunities to grow your own client bank.
* Provide advice in respect of pensions, investments, protection and IHT.
* Provide a first class review service for our existing clients.
* Ensure that all clients files are compliant in line with FCA rules.
Requirements;
* As a minimum, you'll hold the Level 4 Diploma in Regulated Financial Planning.
* You'll have good technical knowledge in all areas of financial planning and experience of cash flow forecasting.
* You'll have a desire to generate new business, speak over the phone, in-person and over Microsoft Teams with clients and various businesses.
* A performance-driven mindset, with the flexibility and willingness to engage with clients as and when they wish.
* Provide top-class customer service, going above and beyond for your clients.
* Familiarity using FE Analytics would be desirable.
* Commercially minded
Please note that we are only able to accept applicants who hold the Diploma in Regulated Financial Planning qualification (Level 4).
Job Types: Full-time, Permanent
Pay: £40,000.00-£45,000.00 per year
Benefits:
* Company events
* Company pension
* Financial planning services
Application question(s):
* Do you hold the Diploma in Regulated Financial Planning Qualification (Level 4) ?
* Do you hold a full UK Driving Licence and have access to your own vehicle ? (This role will require an element of travel to client appointments).
Work Location: In person