Financial Planner

5 months ago

Liverpool, United Kingdom Eventus Finance Full time

Eventus Recruitment are seeking Self-employed Financial Planners behalf of one of the most reputable Directly Authorised Financial Planning firm in the UK. Offering some of the best Advisor support in the marketplace, and with over £1/3 Billion of Assets Under Management, this is an exciting time for the business, it’s clients and advisers alike.

We are ideally looking for Financial Advisers with their own client banks.

**ABOUT THE OPPORTUNITY**:
Everything they do has the Advisers interests at its core. They understand the importance of supporting Advisers to allow them to forge a successful career in Financial Services. They recognise their clients’ values and opinions and are very proud to incorporate ESG principles in their business practices and clients investment approach. Ongoing training and development are key to their ongoing success, and ensures they remain equipped to offer the client the best possible service and advice, both now and in the future.

**WHAT’S IN IT FOR YOU?**

**MARKETING SUPPORT/MARKETING MATERIAL**

Inhouse marketing team who provide a vast array of sales support material to help you secure new business and retain the business you’ve worked so hard to win. As well as access to central resources, the team can work with you to put together bespoke campaigns. They are particularly strong in the social media arena and will help you grow your digital footprint.

**BUSINESS INTRODUCERS**

Having been in the industry for many years they have established relationships with a vast range of business introducers for the benefit of our business and Advisers. As part of their relationship with you, they will help build a plan to source and cultivate these relationships for yourself and provide you with the tools to maximise their potential.

**INDIVIDUAL CASE SUPPORT**

Many of our existing Advisers feel the value of working through their cases with a colleague or Director, especially if within a specialist advice area or one you are not involved with on a regular basis. Face to face or virtual support is available to you without limit.

**REGULAR ADVISER WORKSHOPS**

Regularly get our Advisers together to provide training, often tapping into the expertise of Providers and Lenders. We’ve set up knowledge groups to share experience, best practice and efficiencies. The Executive Team pride themselves in developing and supporting Advisers.

**COMPLIANCE & SUPERVISION SUPPORT**

We have our own Compliance Director and a support team who can assist you with every aspect of the client journey from cases needing pre-approval through to suitability letters, AML requirements and ensuring your own Professional Development is up to date.

**COMPREHENSIVE PII COVER**

When you join you can rest assured that we’ve put professional indemnity insurance in place to cover any claim brought against you.

**CPD SUPPORT PROGRAMME**

We see the onus on us to give you access to sufficient and relevant CPD experiences and material to help your ongoing professional development as well as meeting your minimum annual CPD requirements.

**CUSTOMER JOURNEY**

As the customer is at the heart of everything we do, it is obviously important that our Advisers can demonstrate to the FCA that we take TCF seriously. We offer support and the tools to demonstrate that through a robust advice process to maximise the client experience

**ADMINISTRATION SUPPORT AVAILABLE**

We have a central team of support staff who you are able to engage to keep your pipeline clear and your earnings flowing. This can range from individual parts of the client journey such as research, illustrations or suitability documentation or on a whole case basis.

This is an exciting time for this firm, it’s clients and advisers alike as they have ambitious expansion plans and are truly one of the most supportive Financial Planning firms we have worked with.

**Next Steps**

**Salary**: £100,000.00-£150,000.00 per year

**Benefits**:

- Work from home

Schedule:

- Flexitime

Supplemental pay types:

- Bonus scheme
- Commission pay

**Experience**:

- Paraplanning: 1 year (preferred)

Work Location: In person

Reference ID: DM22938

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