Financial Planner

3 months ago

Scotland, United Kingdom Close Brothers Group Full time

**OVERALL SUMMARY**

To build and develop trusted relationships with all historical and potential clients, servicing an existing client bank of profitable households the maximum number to be agreed by your Managing director.

Responsible for acquiring new clients, assets and fee with established Financial Planners generating new advice fees and net flows per annum as agreed with your manager and set out in the bonus scheme with attaching ongoing Adviser fees.

**RESPONSIBILITIES**
- To plan, implement and execute the annual Business Plan in line with your agreed individual targets acquiring new clients growing initial revenues and cumulative AuM.
- Grow the client bank in line with your agreed individual targets through personal prospecting, e.g.; existing clients, referrals, introductions from professionals.
- Develop a collaborative productive relationship with the Business Development team.
- Ensure all periodic client reviews are completed in line with client’s expectations and changing circumstances.
- Remain compliant - measurements include; Business Quality Assurance (BQA) grades, CPD, complaints upheld, maintaining SPS.
- Achieve all Key Performance Indicators (KPIs) measured via a Balanced Business Scorecard (BBS).
- Grow both the total and average ongoing advice fees across all retained clients.
- Work in partnership with all team members, sharing best practice and developing client acquisition strategies.
- Execute a client centric migration process on an ongoing basis as required

**WE WOULD LOVE TO HEAR FROM YOU / PLEASE APPLY IF**:

- To plan, implement and execute the annual Business Plan in line with your agreed individual targets acquiring new clients growing initial revenues and cumulative AuM.
- Grow the client bank in line with your agreed individual targets through personal prospecting, e.g.; existing clients, referrals, introductions from professionals.
- Develop a collaborative productive relationship with the Business Development team.
- Ensure all periodic client reviews are completed in line with client’s expectations and changing circumstances.
- Remain compliant - measurements include; Business Quality Assurance (BQA) grades, CPD, complaints upheld, maintaining SPS.
- Achieve all Key Performance Indicators (KPIs) measured via a Balanced Business Scorecard (BBS).
- Grow both the total and average ongoing advice fees across all retained clients.
- Work in partnership with all team members, sharing best practice and developing client acquisition strategies.
- Execute a client centric migration process on an ongoing basis as required

**_ We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role._**

**_ To avoid any ambiguity around fees, please note that speculative CVs received by Close Brothers, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you._**

LI-EM1

**The Company**

At Close Brothers Asset Management, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We are part of Close Brothers, a FTSE 250 leading UK merchant banking group.

We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.

We are a team of about 800 people based in 14 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.

Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.

Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down.

**Inclusion**

**The Benefits**

**Private medical**

**Discounted health checks**

**Stakeholder pension contribution**

**Gym discounts**

**Cycle to work scheme**

**Save As You Earn scheme**

**Purchase additional holiday**

**Charity & Sustainable work**

At Close Brothers, we are dedicated to helping the charities that matter most to our employees. Our donations continue to increase year on year thanks to our fundraising efforts and matched giving schemes to our employees’ favourite charities. We continue to seek out new ways to give as a group and to help employees who give their valuable time and money to causes close to them.

To find out more detail please follow the link below:
S

  • Financial Planner

    3 months ago

    Scotland, United Kingdom Cornmarket Full time

    **EIS Financial Services**: Teachers are at the heart of our business as the Educational Institute of Scotland (Teachers Union) formed EIS Financial Services in 1990 to provide a dedicated team of advisers giving impartial advice on a wide range of financial planning and helping Teachers understand the options available under Teachers’ Superannuation. We...

  • Financial Planner

    3 months ago

    Scotland, United Kingdom Cornmarket Full time

    **EIS Financial Services**: Teachers are at the heart of our business as the Educational Institute of Scotland (Teachers Union) formed EIS Financial Services in 1990 to provide a dedicated team of advisers giving impartial advice on a wide range of financial planning and helping Teachers understand the options available under Teachers’ Superannuation. We...

  • Financial Services Coordinator

    3 days ago

    Scotland, United Kingdom Brook Street Full time

    Financial Services Administrator **Job Summary:** We are seeking an experienced Financial Services Administrator to join our team at Brook Street. As a key member of our financial planning firm, you will provide administrative and client relationship support to our Financial Planners. **Key Responsibilities:** * Provide administrative support to...

  • Financial Services Coordinator

    3 days ago

    Scotland, United Kingdom Brook Street Full time

    Financial Services Administrator **Job Summary:** We are seeking an experienced Financial Services Administrator to join our team at Brook Street. As a key member of our financial planning firm, you will provide administrative and client relationship support to our Financial Planners. **Key Responsibilities:** * Provide administrative support to...

  • Financial Planner and Analyst

    2 weeks ago

    Montrose, Scotland, United Kingdom Team Recruitment Remote Work Freelance Full time

    Financial Planner and  Analyst Financial Analyst FP&A based between the Forfar and Montrose offices within Energy Equipment Segment. Great opportunity to assist with all elements of Financial Planning and Analysis for 2 ledgers (UK and Baku), with a heavy focus on local business partnering. Financial Planning And Analysis: To assist with the...

  • Planner

    3 months ago

    Scotland, United Kingdom Adecco Full time

    Adecco are recruiting for a Planner to join our manufacturing company in North Ayrshire on a permanent basis. This role is working Monday - Friday with a half day finish on a Friday. This is a fantastic opportunity to join a growing company, who are a leading company in there manufacturing field. Our client is known for their commitment to excellence and...

  • Planner

    3 months ago

    scotland, United Kingdom Adecco Full time

    Adecco are recruiting for a Planner to join our manufacturing company in North Ayrshire on a permanent basis. This role is working Monday - Friday with a half day finish on a Friday. This is a fantastic opportunity to join a growing company, who are a leading company in there manufacturing field. Our client is known for their commitment to excellence and...

  • Financial Services Professional

    3 weeks ago

    Highland, Scotland, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Financial AdviserIndustry: Financial ServicesCompany Type: Financial Planning and Wealth Management FirmJob Summary:We are seeking an experienced Financial Adviser to join our team at Recruit UK | Certified B Corp™. As a Financial Adviser, you will work with Financial Planners to manage an existing client bank and deal with new client enquiries....

  • Financial Services Professional

    3 weeks ago

    Highland, Scotland, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Financial AdviserIndustry: Financial ServicesCompany Type: Financial Planning and Wealth Management FirmJob Summary:We are seeking an experienced Financial Adviser to join our team at Recruit UK | Certified B Corp™. As a Financial Adviser, you will work with Financial Planners to manage an existing client bank and deal with new client enquiries....

  • Senior P6 Planner

    4 weeks ago

    Scotland, United Kingdom Europlan Group Full time

    Role: Senior P6 Planner.Location: Port of Nigg -, Scotland.Reporting to: Project Director.Type of contract: Contract.Job Type: Full-time on siteSector: Construction.Please double check you have the right level of experience and qualifications by reading the full overview of this opportunity below.OUTLINE:Europlan is a leading provider of construction...

  • Senior P6 Planner

    1 month ago

    Scotland, United Kingdom Europlan Group Full time

    Role: Senior P6 Planner.Location: Port of Nigg - , Scotland.Reporting to: Project Director.Type of contract: Contract.Job Type: Full-time on siteSector: Construction. OUTLINE:Europlan is a leading provider of construction solutions, offering a comprehensive suite of services including engineering, project management, procurement, and completion. We deliver...

  • Senior P6 Planner

    4 weeks ago

    Scotland, United Kingdom Europlan Group Full time

    Role: Senior P6 Planner. Location: Port of Nigg - , Scotland. Reporting to: Project Director. Type of contract: Contract. Job Type: Full-time on site Sector: Construction. OUTLINE: Europlan is a leading provider of construction solutions, offering a comprehensive suite of services including engineering, project management, procurement, and...

  • Senior P6 Planner

    4 weeks ago

    Scotland, United Kingdom Europlan Group Full time

    Role: Senior P6 Planner. Location: Port of Nigg - , Scotland. Reporting to: Project Director. Type of contract: Contract. Job Type: Full-time on site Sector: Construction. OUTLINE: Europlan is a leading provider of construction solutions, offering a comprehensive suite of services including engineering, project management, procurement, and...

  • Senior P6 Planner

    1 month ago

    Scotland, United Kingdom Europlan Group Full time

    Role: Senior P6 Planner. Location: Port of Nigg - , Scotland. Reporting to: Project Director. Type of contract: Contract. Job Type: Full-time on site Sector: Construction. OUTLINE: Europlan is a leading provider of construction solutions, offering a comprehensive suite of services including engineering, project management, procurement, and...

  • Senior P6 Planner

    1 month ago

    Scotland, United Kingdom Europlan Group Full time

    Role: Senior P6 Planner.Location: Port of Nigg - , Scotland.Reporting to: Project Director.Type of contract: Contract.Job Type: Full-time on siteSector: Construction. OUTLINE:Europlan is a leading provider of construction solutions, offering a comprehensive suite of services including engineering, project management, procurement, and completion. We deliver...

  • Paraplanner

    4 months ago

    Edinburgh, Scotland, Scotland, United Kingdom Eden Scott Full time

    Due to continued growth and expansion of their team a leading financial advice firm with an office in Edinburgh are recruiting for a paraplanner or senior paraplanner. Ideally experienced with diploma minimum, but for the right individual they could also develop them internally. In addition they are offering hybrid working, exam support and excellent...

  • Sales Representative

    3 weeks ago

    Scotland, United Kingdom CHASE Full time

    Wound Care Sales OpportunityEstablished International Healthcare CompanyOur client is a leading player in the Wound Care industry, with a strong presence in the UK and overseas.They are renowned for their high-quality products and have exciting growth plans for the future.As a result of a strategic business decision to expand their sales team, they are now...

  • Sales Representative

    4 weeks ago

    Scotland, United Kingdom CHASE Full time

    Wound Care Sales OpportunityEstablished International Healthcare CompanyOur client is a leading player in the Wound Care industry, with a strong presence in the UK and overseas.They are renowned for their high-quality products and have exciting growth plans for the future.As a result of a strategic business decision to expand their sales team, they are now...

  • Medical Territory Sales Director

    2 weeks ago

    Scotland, United Kingdom CHASE Full time

    Wound Care Sales OpportunityWe are seeking a highly motivated and enthusiastic Territory Sales Representative to join our team at CHASE. As a key player in the Wound Care marketplace, we are looking for a strong planner with good business management skills to cover the Scotland territory.In this role, you will be responsible for our niche Wound Care...

  • Medical Territory Sales Director

    2 weeks ago

    Scotland, United Kingdom CHASE Full time

    Wound Care Sales OpportunityWe are seeking a highly motivated and enthusiastic Territory Sales Representative to join our team at CHASE. As a key player in the Wound Care marketplace, we are looking for a strong planner with good business management skills to cover the Scotland territory.In this role, you will be responsible for our niche Wound Care...