Founded in 2005, our London based client offers bespoke long-term financial planning for senior medical professionals. They are the UKs leading advice firm uniquely focused on helping medics and their families to make well-considered decisions and to achieve their own ambitions in later life.
Using exceptional NHS knowledge, their sound investment philosophy, and custom-built Empowerment Pathway to deliver a successful financial planning experience, with their core passion to allow people to follow their dreams, their values are critically important to them, and live by them, hire, and develop their teams by them!
About the Role
The ideal candidate will have the right combination of confident communication, management, and organisation skills, with a strong technical skill, excellent influencing and relationship management skills drawn from your experience as a Paraplanner or Financial Planner yourself, to provide the right level of technical leadership to the team of 8 FPS.
Providing financial planning advice to clients while being the primary relationship manager for all company interactions with the clients, taking responsibility for the quality and accuracy of all client advice. The role also entails developing new client relationships. Key internal relationships include Assistant Financial Planners and the Head of Risk and Governance.
As confidence in your technical knowledge and experience in managing paraplanners in a Commercially driven environment is necessary, (however regular coaching and support will be provided) an ability to work under pressure and prioritise will be required and solid understanding of regulatory compliance, procedures and processes is necessary.
Required skills
Diplomacy and resilience, while displaying a positive, cheerful, and optimistic outlook! You are persuasive, articulate, impactful, Quick thinking and flexible and are supportive to the career development of others, and be an excellent role model to more junior team members.
Required professional qualifications
* FCA Certified and Registered Statement of Professional Standing (SPS)
* QCF level 4 minimum
* Extensive technical knowledge of financial planning products and services
* Exceptional report writing and presentation skills.
In return for your dynamic personality and professional skill set, we offer
* Basic annual salary up to £80,000 based on experience
* Death in Service + Critical Illness Cover
* Christmas to New Year 'gifted' leaveiting="li">
* EAP assistance
* Private Medical Insurance
* Ride to Work scheme and Season Ticket Loan
* Long Service/sabbatical
* Paid CII for Examination, Learning Support including financial support and study assistance
* Company Social Events
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