Financial Planner

**Are you an experienced financial adviser committed to attaining Chartered Financial Planner status?**

Would you like to take control of your career in a supportive and professional fee-based environment advising our clients with often more complex financial planning needs?

We are a dynamic, professional, fee-based independent financial planning practice working towards Chartered status. We can offer a succession planning opportunity for anyone joining at this exciting stage in our growth.

We embrace technology and offer complete back-office support, including paraplanning and compliance, allowing you to manage your workload and provide an inclusive, holistic planning service.

We have created an environment where the team's attitude is always a "can-do". We constantly strive to support our advisers and clients with better solutions and positive outcomes.

**About the Role**
- To provide comprehensive financial advice to a portfolio of clients across investments, pensions and protection.
- Setting up meetings and conducting in-depth reviews of client's financial circumstances.
- Completing risk analysis, research, designing financial strategies, finding solutions that meet the client's needs, and assisting clients in making informed decisions.
- Keeping up to date with legislation and meeting the regulatory aspects of the role.
- Undertake client acquisition by promoting client referral, networking with other professionals and broader new business activities.
- Comply with regulatory aspects of the role and company compliance standards and endeavour to promote the interests and reputation of the company and work in its best interests.
- Working closely with the principal on operational projects and company development.

**Essential Criteria**
- **Level 4 Diploma Qualified and working towards Chartered status.**:

- **Currently working as an adviser with experience gained working within a UK financial services.**:

- Ability to build upon existing strong client relationships.
- Skills in acquiring and bringing on new clients.

**Desirable Criteria**
- Strong communication skills
- Attention for detail
- Interpersonal and organisational skills
- Negotiation and influencing skills
- Self-motivated
- Comfortable working on your own and as part of a team
- Excellent time management skills.
- IT competent

**Salary & Benefits**

Basic Salary: £60,000 to £80,000

OTE: £90,000 to £110,000

Employed role with transparent KPIs and fee share.

Pension.

Holidays: 23 days, rising to 25 days over two years.

Expenses.

Core hours: 35 hours per week

**Additional Information**

Hybrid/Flexible working schedule with remote and office working available; however, the nature of the role requires easy access to the office.

**Company Information**

Our name is inspired by a Comet in the night sky. This reflects our desire and aims to be a guiding light in our clients' financial journeys. We provide a reliable, stable, and trusted source of advice, reassuring clients about their current position, regardless of where they are on their financial journey.

All clients receive dedicated financial planning, which means we can provide a high level of personal care, focus and attention to detail. We treat clients as individuals, building relationships based on mutual trust and respect.

Our financial advisers are supported by our team of administrators and researchers, freeing up their time to ensure they spend as much time with clients as required. The principal adviser offices are based in Yateley in Hampshire.

Please view our website for more information about our company and philosophy.

NO AGENCIES PLEASE

We are using Recruitment Rebellion to run and organise the response for this advert. Please do not contact us if you are a recruiter.

**Job Types**: Full-time, Permanent

**Salary**: £60,000.00-£110,000.00 per year

**Benefits**:

- Company pension

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

**Experience**:

- Paraplanning: 1 year (preferred)