Financial Planner
Penrith
Full time | Permanent
A well-respected independent accountancy and business advisory firm operating across the North of England and Scotland is looking to strengthen its Financial Planning team in Penrith.
With a strong values-driven culture and a focus on long term relationships, this company supports clients to achieve financial security and peace of mind while investing heavily in the development and wellbeing of its colleagues.
This is a rare role to join a thriving team and take on a ‘ready made’ client bank with ongoing prolific flow of new business leads to help you continue to grow your portfolio. You will also have the support from a highly skilled administration and paraplanning team.
What’s on offer for the Financial Planner
* Highly competitive basic salary depending on experience and qualification.
* Readymade client bank with strong ongoing business development opportunities and qualified leads.
* Competitive benefits package including health cash plan, life cover and salary sacrifice pension.
* Hybrid working from office in Penrith.
* Introductory commission scheme for client referrals.
Financial Planner Role Accountabilities
* Take over and develop a readymade client bank following a previous adviser departure covering a range of financial topics including pensions and retirement planning, IHT and estate planning advice, investment and savings along with protection as needed.
* You will also support the Head of Advice by servicing part of their existing client portfolio which will add further trail to your portfolio.
* Work closely with clients to understand their objectives and deliver robust tailored financial advice.
* Providing high quality ongoing advice and maintaining long term client relationships.
* Undertaking internal and external business development activity to assist in generation of new client opportunities.
* Building and maintaining strong technical knowledge across financial planning and regulation.
* Working with clients mainly in and around Penrith with occasional travel to surrounding areas e.g. Carlisle and Kendal.
Financial Planner Requirements
* Minimum Level 4 Diploma in Financial Planning.
* Level 6 Advanced Diploma desirable.
* Ideally previous experience in a financial advisory role.
* Strong understanding of FCA regulatory standards.
* Full UK driving licence.
* Excellent communication skills both written and verbal.
* Strong organisation skills with the ability to manage workloads and deadlines.
* High attention to detail and good IT skills.
For a confidential conversation or more information, please apply with your CV or contact Jenny Brophy at Tempest Jones Recruitment directly on jenny@tempestjones.com.