Financial Planner

6 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:
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