Job Description
Our client is looking for a Chartered Financial Planner to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for the company.
You will be taking over a large client portfolio, so bringing over your own clients is not a necessity. Our client operates out of two offices, one near Kingston upon Thames and one in Central London. For this position, client meetings can be held at either office so the ability to travel between the two is essential.
Key Responsibilities:
- To comply with FCA rules and guidance and Compliance and T&C procedures.
- Proactively generate new business opportunities using existing clients, leads provided by the company and self generated opportunities.
- Deal with client affairs with integrity and efficiency.
- To prepare full and complete recommendation reports, with the support of ParaPlanning team
- To maintain and develop client relations, maximising their potential and to accurately input information into the CRM system in a timely manner.
- To ensure all revenue targets are met and work is completed in a compliant manner and meets the company’s quality standards.
- To adhere fully to the company's Private Client Propositi...