The Financial Planner will provide comprehensive financial advice and support to clients, ensuring a seamless client experience throughout the advisory process.
· Offer expert financial advice and guidance to clients, addressing their unique financial needs and goals.
· Serve as the primary point of contact for clients, managing inquiries, meetings, and correspondence with professionalism and efficiency.
· Utilise CRM systems to maintain accurate client records and documentation, ensuring compliance with regulatory standards.
· Collaborate with the Client Service Manager and team members to coordinate client meetings and communications effectively.
· Stay informed about industry regulations and changes in financial services, maintaining compliance with relevant standards.
· Contribute to the overall success and growth of the practice through active participation in team meetings and business development activities.
· Perform any additional duties as required to support the business and meet client needs.
Travel for client meetings and occasional travel to other Future Wealth Management and SJP locations.
Knowledge and experience:
· Previous experience in financial services or a related field. (desirable)
· Familiarity with relevant industry regulations and legislation.
· Proficiency in using CRM systems for client management.
· GCSE (or equivalent) qualifications in Maths and English (level 4 or above).
· Relevant industry qualifications Level 4 (desirable).
· Excellent interpersonal and communication skills, with the ability to build rapport and trust with clients.
· Strong written communication skills.
· Proficiency in Microsoft Office applications.
· Effective organisational skills and attention to detail.
· Ability to manage time effectively and multitask in a fast-paced environment.
· Resilience and adaptability in managing conflicting demands and challenges.
· Positive attitude and professional demeanor.
· Ability to work collaboratively as part of a team and independently.
· Openness to change and proactive problem-solving approach.
Skills and Behaviors:
· Excellent interpersonal and communication skills, with the ability to build rapport and trust with clients.
· Strong written communication skills.
· Proficiency in Microsoft Office applications.
· Effective organizational skills and attention to detail.
· Ability to manage time effectively and multitask in a fast-paced environment.
· Resilience and adaptability in managing conflicting demands and challenges.
· Positive attitude and professional demeanor.
· Ability to work collaboratively as part of a team and independently.
· Openness to change and proactive problem-solving approach.
· Quality Focus: Ensures the quality and timeliness of work with minimal supervision.
· Teamwork: Promotes cooperation and commitment within the team to achieve goals.
· Embracing Change: Responds positively to change, adapting to new practices and values.
· Developing Self and Others: Demonstrates a commitment to continuous learning and improvement.
· Communicating Effectively: Conveys ideas and information clearly and effectively.
· Planning and Organizing: Manages time, priorities, and resources efficiently to achieve goals.
· Client Care: Ensures a first-class client experience through excellent service and support.
Job Types: Full-time, Permanent
Pay: £49,000.00-£73,500.00 per year
Benefits:
* Company events
* Company pension
* Employee discount
* Employee mentoring programme
* Life insurance
* Private medical insurance
* Sick pay
* Work from home
Work Location: On the road