Career
You have expertise in Financial Planning and dream of building strong client relationships. You might be a Paraplanner, or in a similar role already, and you are looking to become part of the next generation of Financial Planners.
If you are looking for an exciting, structured pathway to becoming a Financial Planner within the next two years, we’d love to hear from you.
About the role
We’re offering more than just a job; this is your opportunity to grow, learn, and develop under the guidance of our Head of FP Transition & On-boarding. You’ll focus on clients with straightforward financial planning needs, giving you the chance to refine your skills whilst making a meaningful impact on our clients’ financial journeys.
As a Client Manager based in our East Midlandsoffice, you’ll:
* Provide desk-based financial advice to an established client bank.
* Build strong relationships and deliver targeted, expert advice.
* Follow up on a steady stream of quality leads to develop a growing client portfolio.
* Leverage top-tier technology and resources to ensure a seamless client experience.
In return, we’ll offer you:
* Ongoing support to advance your qualifications and career.
* A clear pathway to becoming a Financial Planner within two years.
* Hands-on mentoring from experienced leaders in the field.
* The chance to make a real difference in clients’ lives while growing your own future.
Accountabilities
* Engage with existing clients to review needs and requirements.
* Ensure our clients are well positioned to meet their financial goals, offering tailored financial advice across investments, pensions, and protection.
* Identify new opportunities to deliver tailored advice or other wealth management services.
* Collaborate with administrative support teams to ensure a seamless client experience.
* You will deliver exceptional client service, to manage and grow client relationships.
Skills and Experience
* Level 4 Diploma in Financial Planning (or 1 exam away)
* Ambitions to become an adviser within 2 years.
* Understanding of retail investments and pensions.
* Experience in client management or support, ideally within financial advisory or wealth management.
* Love collaborating with colleagues across different teams and locations.
* Optimistic person who loves helping others.
* Consistent achiever of targets and KPIs wherever you've had them.
Benefits
* Pension - 6% employer and 3% employee
* 26 days holiday plus bank holidays
* Private medical insurance
* 4 x Life Assurance
* Group income protection
* Working anywhere for up to 4 weeks
Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.
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