We are delighted to be working on behalf of an excellent client based in Norwich looking to onboard a Financial Planner into their ever-growing team. This client offers a professional ongoing high-quality financial planning advice service, priding themselves on their core moral values to exceed expectations every time. If you are an experienced individual within the financial industry, this could be the role for you!
Key Responsibilities:
1. Build client and professional relationships, prospect and contact potential clients in accordance with the company’s business plan.
2. Write commercially viable levels of fee income.
3. Comply with the relevant Compliance, T&C and FCA rules at all times.
4. Keep up to date with all relevant product, legislative and technical changes.
5. Ensure sufficient client information is obtained to enable the appropriate research and analysis to be undertaken to ensure suitable recommendations are made in accordance with the client’s needs objectives.
6. Ensure client records are kept up to date and all supporting documentation is maintained.
7. Ensure all client reviews are carried out within timescales defined by the company and regulator.
8. Attain and maintain the required level of competence and standards of performance as required by the company.
Skills & Experience:
9. Level 4 financial services qualification
10. Evidence of commercial awareness of the financial service industry
11. Working knowledge and understanding of the financial compliance procedures
12. Excellent communication, interpersonal and listening skills
13. The capability to explain complex information simply and clearly
14. Ability to network and establish relationships with clients and introducers
15. Ability to work in a team and individually
16. Excellent time management and decision-making skills
17. Excellent customer service skills
18. Good level of numeracy and IT skills
19. A flexible approach to work
Benefits:
20. Competitive compensation package
21. Generous Company Pension Contribution
22. Flexible Working Hours
23. Exam support
24. Continuous training and professional development opportunities
25. A collaborative and supportive team environment
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