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Junior Financial Planner - Thames Ditton, Thames Ditton
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Client:
Blakemore Recruitment
Location:
Thames Ditton, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
31c3fa6acd24
Job Views:
37
Posted:
22.06.2025
Expiry Date:
06.08.2025
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Job Description:
We are currently recruiting for a boutique Financial Planning practice in Thames Ditton that is looking to recruit a Junior Financial Planner.
They are a small firm offering independent financial advice on mortgages, investments, savings, and pension planning, with a solid existing client portfolio.
You will have a proven track record of results, excellent communication skills, and a good knowledge of the fast-moving financial services market.
You should possess the following traits:
* Strong work ethic
* Primary focus on client outcomes
* Excellent telephone manner
* Smart and professional appearance
* Full Dip FA level 4 qualification required
* Proven track record in providing quality advice and client service
We offer:
* A competitive basic salary of approximately £40k, depending on the candidate
* Bonus income based on performance
* Workplace pension scheme
* 20 days holiday
Responsibilities:
Your tasks will typically include:
* Contacting existing clients to conduct comprehensive financial reviews and assess their financial circumstances, current provisions, and future goals using the CRM system Finplan
* Analyzing information and preparing tailored financial plans
* Completing risk profiles, factfinds, and suitability reports
* Researching the marketplace to advise clients on new and existing products and services
* Helping clients make informed financial decisions
* Reviewing and adjusting plans based on clients' changing needs and circumstances
* Promoting and selling financial products to meet sales targets
* Staying updated on financial products and legislation
* Informing clients about new financial products or legislative changes affecting their investments and savings
* Meeting regulatory requirements regarding disclosure, costs, and product advice
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