Financial Planning Consultant

3 weeks ago

London, United Kingdom Lime Search & Select Ltd Full time

My client is a Financial Planning firm with a difference, focusing on strong relationships and managing not only your money, but by managing your entire financial life Providing strong effective financial solutions for individuals.
We are urgently seeking a Financial Lifestyle Planner to join the existing team of Financial Planners, in building long-lasting and effective relationships with clients, to deliver quality financial planning services to safeguard the income of the business.
The companies advisers are expected to have more meaningful and exploratory conversations with clients, coaching where necessary, in order to help them really think about what they want to achieve in their lives. We also help them understand the behaviours and actions that will maximise their chances of meeting their personal and financial goals.
Conduct annual review meetings (called Forward Planning Meetings) with existing clients ensuring Serenity’s process is followed.
Ensure all documentation and preparation required for Forward Planning Meetings is accurate and complete prior to meeting.
Ensure clients Financial Forecast is updated.
Write up post meeting planning notes.
Liaise with the CRM team to ensure that all post meeting tasks are completed accurately and timely.
Ensure conversations with clients outside of Forward Planning Meetings e.g. ad-hoc telephone calls or emails are recorded and saved to the client file.
Work closely with CRM to ensure excellent customer service is delivered in a timely manner.
Liaise with Client Relationship Manager (CRM) to ensure new business is accurately packaged and promptly submitted to provider.
Meet new prospective clients remotely or at our office, client’s home or workplace.
Deliver a Financial Life Planning experience to new prospective clients by following the Serenity New Client Onboarding Process when conducting meetings and follow-up activity.
Conduct in-depth reviews of clients’ financial circumstances, current provision and future aims in line with Serenity’s approach to financial life planning and its investment philosophy.
Build accurate Financial Forecasts for clients using Serenity’s preferred cashflow forecasting software.
Analyse technical information and prepare financial life plans best suited to individual clients’ requirements.
Present financial advice, reports and strategies to clients in a clear, fair and timely manner ensuring they have sufficient information including comparisons of new and existing products and services to enable them to make informed decisions. Build and maintain a professional profile online using content consistent with the Serenity brand, culture and policy.
Contribute to content creation to attract new enquiries including articles/blogs for the Serenity Insights newsletter, social media channels and website.
You will be Diploma Level 4 Qualified, ideally with around 1-2 years post qualification experience within the role of Financial Advice / Financial Planning. We will consider those who have less experience, but solid knowledge of the Financial Advice process, having spent a number of years within the sector.
A great salary is offered for this role, along with great training and development.
Please include why you would like to be considered for this Apprenticeship

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