Job Description
Job Title: Chartered Financial Planner
Location: Marlow
Job Type: Full-Time
Salary: Competitive, with bonus potential and benefits package
Company Overview:
We are a team of dedicated financial advisers based in Marlow, working closely with creatively minded people. We are hugely experienced, adding value to our client relationships by doing and knowing the things you simply don’t have the time or inclination for.
Job Description:
As a Chartered Financial Planner, you will be responsible for providing comprehensive financial advice and planning services to a diverse range of clients. You will work closely with individuals and businesses to understand their financial goals and create customized plans that meet their needs. You will be expected to build long-term client relationships, offer expert advice on investments, pensions, tax planning, and retirement strategies, and provide ongoing support to ensure clients' financial objectives are achieved.
Key Responsibilities:
* Client Relationship Management: Establish and maintain strong, long-term relationships with clients by understanding their financial objectives and providing tailored advice to help them achieve their goals.
* Financial Planning & Strategy: Develop comprehensive financial plans covering areas such as investment management, retirement planning, tax strategies, pensions, and estate planning.
* Investment Advice: Provide expert advice on investment opportunities, ensuring that clients' portfolios align with their risk tolerance, goals, and time horizons.
* Research & Analysis: Stay updated on market trends, financial products, and regulatory changes to ensure clients receive the best advice and solutions.
* Regulatory Compliance: Ensure all financial advice and recommendations comply with regulatory standards and internal policies. Maintain up-to-date knowledge of relevant financial regulations.
* Client Reporting & Review: Prepare regular financial reports and conduct periodic reviews of clients' financial situations, adjusting plans as needed to reflect changes in circumstances or objectives.
* New Business Development: Proactively identify opportunities for new business and expand the client base through referrals and networking.
Key Requirements:
* Qualifications:
* Chartered Financial Planner status
* Ongoing commitment to continuous professional development (CPD).
* Experience:
* Minimum of 3 years of experience in financial planning or financial advisory roles.
* Proven track record of developing and managing client relationships.
* Strong knowledge of investment products, tax planning, pensions, and financial regulations.
* Experience working in a regulated environment is essential.
* Skills:
* Excellent communication and interpersonal skills.
* Ability to explain complex financial concepts in a clear, accessible manner.
* Strong analytical and problem-solving skills.
* Proficient in financial planning software and Microsoft Office Suite.
* Ability to work independently and as part of a team.
Benefits:
* Competitive salary with performance-based bonuses.
* Generous holiday entitlement.
* Pension scheme and healthcare benefits.
* Ongoing professional development and support for exams and qualifications.
* Flexible working options.
* Opportunity to work in a dynamic, supportive team environment.