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Financial Planner
2 months ago
Salary based on experience £60,000 + OTE of £100,000 - Plus excellent benefits package.
As a result of a retirement our client is looking for a Financial Planner to join their growing team, taking over an existing client base. This individual will identify and provide financial planning advice to clients and maintain profitable long terms relationships with those clients in order to achieve their goals and aspirations.
The ideal candidate will work remotely and be based in the Yorkshire area, with the ability to travel frequently.
Key Accountabilities Include
Responsible for identifying and engaging suitable clients, in part through developing a network of connections leading to client recruitment. Proactively provide on-going advice to clients (both self-sourced and those provided by internal and external Business Partnering) at regular agreed intervals, taking account of changes in their personal circumstances and the regulatory and legislative environmentWorking in a team with the para-planners and professional support staff, ensure client instructions are executed in a timely manner.On an on-going basis identify and develop new opportunities with existing clients to ensure that the client’s portfolio fits with their requirements and optimises their investment and to identify any client referralsWork alongside the Financial Education Team when required to achieve best client outcomesProactively engage with professional introducers and support them.Liaise with other professionals who support clients in the management of their affairsResponsible for remaining competent and up to-date on legislation as an adviser through qualifications, attendance at conferences and trainingMaintain all aspects of CPD/IDD requirement.
Financial Planner SpecificationExperience
Demonstrable success in delivering quality client service.Experience dealing with HNW clientsExperience in working within a financial planning environment, preferably fee based. At least 3 years financial planning experience
Qualifications
Ideally University qualified or equivalent industry experienceAppropriate FCA qualifications - AQA level 4 or SCQF 8
Skills / Personal Attributes
Honesty and integritySound technical advising knowledge to current legislative, industry, products and corporate standards.Excellent communication skills both written and verbal.Good planning and organisational skillsDynamic and enthusiasticSound problem solving skills, taking a client focused approachHighly motivated, especially with regards to personal and professional developmentGood interpersonal skills and relationship buildingComputer literacyMethodological approach to work
