Financial Planner

4 days ago


Bracknell, United Kingdom Recruit UK Full time

**Job Title**Financial Planner

**Industry** Finance

**Location**Bracknell

**Salary**£45-60k

**Job Reference**15986

Recruit UK is working with a thriving Financial Planning practice in Bracknell that is seeking a Financial Planner. Within this role you will work alongside the company’s Financial Planners to build and develop long-lasting relationships with current andnew clients.

**Your role will include, but not be limited to**:

- Maintaining relationships with clients and colleagues
- Point of contact for clients and new business queries
- To work in partnership with Investment Management colleagues to develop client relationships
- To manage existing client base and prospect resource on an ongoing basis
- Coordinate and produce client valuations
- To plan, implement and execute the annual Business Plan in line with the agreed individual targets

**Benefits**:

- £45-60k Salary (additional increase upon CAS status)
- Fantastic company culture, be part of a team working within an award-winning practice.
- Hybrid working opportunities.
- Extensive benefits include pension, great holiday, group income protection and life assurance, PMI plus additional voluntary benefits.
- Comprehensive training.

**Skills and experience required**:

- Proven ability to deal with new and existing clients on a fee basis
- Client-focused with strong customer service skills.
- Level 4 Dipfa essential
- Ability to work under pressure and to meet deadlines

**About Recruit UK**:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, RecruitUK is pleased to be working with a Financial Planning firm based in Bracknell on a Financial planner.



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