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Client:
Blakemore Recruitment
Location:
Milton Keynes, United Kingdom
Job Category:
Other
EU work permit required:
Yes
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Job Reference:
79cb1186e2df
Job Views:
7
Posted:
25.06.2025
Expiry Date:
09.08.2025
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Job Description:
We are currently recruiting for a Financial Planning firm near Milton Keynes seeking a Financial Planner.
This role offers an excellent opportunity for an ambitious Financial Planner to be involved in business growth and strategic direction, providing a clear pathway into senior management.
The company promotes a healthy work-life balance, with a flexible working arrangement (60/40% split of office and home working), and potential for early Friday finishes. They offer a competitive salary and benefits to support their staff.
The firm is an award-winning Chartered Financial Planning and Accredited Financial Planning Firm committed to providing independent financial advice and building long-lasting relationships with clients and staff.
You will be supported by a highly trained administration and paraplanning team. The ideal candidate will have strong interpersonal skills, sound judgement, and at least 2 years of experience as a qualified Financial Planner.
Qualifications should include at least Diploma level, with a desire to achieve Chartered and Certified Financial Planner status, supported by a training program.
Purpose of Job:
To provide comprehensive financial planning advice, ensuring excellent client service, generating new business, and maintaining professional relationships.
Key Responsibilities & Accountabilities:
1. Managing client portfolios and needs
2. Providing ongoing client service, including reviews
3. Generating new business opportunities
4. Assisting clients in making positive financial decisions
5. Conducting client meetings and reviews
6. Collaborating with support teams to produce compliant financial plans and reports
7. Ensuring all advice complies with legal and regulatory standards
8. Adhering to ethical and compliance frameworks
9. Providing tailored advice based on client circumstances
10. Supporting team members with expertise
11. Managing personal workflow and tasks
12. Documenting meetings and activities timely
13. Participating in events to promote the firm
14. Networking to identify new client and business opportunities
15. Providing activity reports to management
16. Sharing ideas to improve processes and client experience
17. Continuously developing technical and financial expertise
18. Staying updated on financial services, markets, and economic trends
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