The role of a Financial Planner is to provide expert advice on personal finance and investment strategies. This involves developing and maintaining relationships with clients, identifying their financial goals and objectives, and creating personalized plans to achieve them.
A key aspect of this role is the ability to communicate complex financial concepts in a clear and concise manner. This requires strong presentation and interpersonal skills, as well as the ability to build trust and rapport with clients.
The ideal candidate will have a Chartered Financial Planner qualification or higher, along with relevant experience in a similar advisory role. They will also possess excellent technical knowledge of financial planning products, funds, pensions, and markets.
In addition to technical expertise, the successful candidate will be highly organized, detail-oriented, and able to manage multiple priorities. They will also have a strong track record of managing complex client relationships and generating new business opportunities.
Key Responsibilities:
* Develop and maintain a portfolio of new and existing clients
* Deliver high-quality, personalised financial planning advice across pensions, investments, tax planning, and estate planning
* Build and nurture a network of internal and external introducers
* Collaborate closely with colleagues to deliver a seamless client experience across services
* Identify new business opportunities and contribute to wider strategic growth goals
Salary and Benefits:
This is a competitive role that offers a base salary, bi-annual salary reviews, and an excellent bonus structure. The package also includes flexible hybrid working, private medical insurance, and access to professional development opportunities.
Requirements:
* Chartered Financial Planner (CII) or higher
* CAS and SPS are essential
* Proven experience in a similar advisory role, with a strong track record of managing complex client relationships and generating new business
* Excellent communication, presentation, and problem-solving skills
* Strong technical knowledge of financial planning products, funds, pensions, and markets
* Organised, detail-oriented, and able to manage multiple priorities
About the Opportunity:
This is a truly rewarding opportunity for a qualified, client-focused Financial Planner looking to join a firm that values long-term relationships, professional excellence, and flexible working. If you are a motivated and experienced professional looking to take your career to the next level, we encourage you to apply.