Financial Planning Specialist
4 weeks ago
CleverHR is delighted to support a well-respected firm of Financial Planners in their search for an employed Financial Adviser to join their team.
About the RoleThis is a fantastic opportunity to work with a truly independent practice that prides itself on being client-centric and offering a high level of technical, tailored advice to individuals, and building long-term relationships.
Key Responsibilities- Writing suitability reports on a variety of case types, with some assistance and templates available
- Ensuring strict compliance with the Compliance and Training and Competence Procedures of the firm
- Attaining and sustaining competent status
- Maintaining performance standards in accordance with those outlined in the Key Performance Indicators
To be successful in this role, you will need:
- A minimum of 2 years advising experience
- Demonstrated substantial experience providing financial advice and relevant KPIs
- A strong understanding of financial products, regulations, and market dynamics
- A background in conducting thorough research and analysis to make suitable recommendations based on client needs and market conditions
- Technological proficiency
You will need to hold a Level 4 Diploma in Financial Planning (Essential)
Additional Benefits- 37.1-hour unpaid lunch, which can be reduced to 30 mins to allow an earlier finish
- 20 days annual holiday plus Bank Holidays, plus an extra 3 days holiday for Christmas when the office is normally closed. Holiday bonuses apply after 2 years' service (1 extra day for every year up to max of 4 days)
- Free onsite parking
- Study support – Cover of CII annual Membership, Exam and study materials and where possible some allowance for training time and support at work (repayable if the employee leaves within 2 years of the paid support)
- Inclusion into Company Pension scheme – 3% employer payment, contributory pension scheme after a 3-month period
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