Financial Planner

3 weeks ago

Dundee, United Kingdom Medical + Dental Financial Planning Services Ltd Full time

Key Tasks
- Manage a portfolio of long standing clients, and also develop potential clients from incoming enquiries
- Identify and understand client needs, and how our business propositions meet these in order to deliver value for both clients and the company
- Analyse information gathered and undertake sufficient research to make suitable recommendations, documented through a Statement of Advice
- Complete all supporting documentation in a timely and accurate manner
- Monitor and enhance performance standards in accordance with those outlined in the Key Performance Indicators section of the Training and Competence Procedures
- Maintain up to date technical knowledge of investment markets, products and services, financial planning methodologies and tax, key processes, advice guidelines and compliance procedures
- Via self assessment and feedback, identify Continuing Professional Development (CPD) needs to maintain and enhance competent status, and undertake appropriate activity to meet those needs. A minimum of 40 hours per annum of CPD is required

Qualifications / Experience
- Minimum Level 4 qualification (CISI, CII, LIBF or equivalent)
- Interest in pursuing additional qualifications - e.g. Chartered status
- Minimum of 2 years working in a HNW Financial Planner position is required
- Knowledge of the NHS pension scheme would be an advantage, but not a pre-requisite
- Excellent technical knowledge of pensions, investments, protection, and experience of cash flow modelling
- Highly numerate and analytical with excellent attention to detail
- Team player but also self-motivated and able to work on own initiative
- Able to communicate and influence at all levels
- Strong awareness and understanding of compliance legislation and requirements
- Professional, ethical and discreet

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

**Salary**: £45,000.00-£60,000.00 per year

**Benefits**:

- Additional leave
- Company pension
- Cycle to work scheme
- Health & wellbeing programme
- Life insurance
- Private medical insurance
- Sick pay
- Transport links

Schedule:

- Monday to Friday

Supplemental pay types:

- Performance bonus

**Experience**:

- Financial Planning / Advising UK based clients: 2 years (required)

**Language**:

- English (preferred)

Licence/Certification:

- Financial Planning Level 4 Qualification (CISI, CII or LIBF) (required)

Work authorisation:

- United Kingdom (required)

Ability to Commute:

- Dundee, Dundee City (required)

Work Location: Hybrid remote in Dundee, Dundee City

Reference ID: FP2023-1

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