Experienced Financial Planner

1 week ago

Liverpool, Liverpool, United Kingdom Capio Recruitment Full time
Job Overview

**Job Title:** Chartered Financial Planner

**Location:** Remote Opportunity

**Salary:** Up to £75,000 + Bonus

**Company Type:** Well-established and highly respected Chartered Financial Planning firm

**Job Summary:

We are seeking a skilled and experienced Chartered Financial Planner to join our high-performing team. As a key member of our organization, you will be responsible for providing comprehensive financial planning advice to our clients, ensuring their financial goals are met and exceeded.

Key Responsibilities:

  • **Client Relationship Management:** Manage and nurture existing client relationships, ensuring continued trust and satisfaction.
  • **Financial Planning:** Develop and implement financial plans that address clients' individual goals in areas such as pensions, investments, estate planning, and protection.
  • **Client Communication:** Conduct regular reviews and maintain ongoing client relationships, ensuring all client needs are met efficiently.
  • **Collaboration:** Work closely with our dedicated back-office support team to ensure all client needs are met.
  • **Compliance:** Ensure all advice is compliant with regulatory requirements and in line with our firm's values.

Requirements:

  • **Chartered Financial Planner Status:** Chartered Financial Planner status or equivalent qualification.
  • **Experience:** Demonstrable experience in providing comprehensive financial planning advice.
  • **Technical Knowledge:** Strong technical knowledge across all areas of financial planning.
  • **Interpersonal Skills:** Excellent interpersonal skills and the ability to build and maintain client relationships.
  • **Independence:** Ability to work independently, with a proactive and client-focused approach.

Benefits:

  • **Competitive Salary:** Competitive salary of up to £75,000 depending on experience
  • **Bonus Scheme:** Bonus scheme
  • **Client Inheritance:** Inheritance of an established client bank.
  • **Support:** Full back-office support, allowing you to focus on client advice and relationship management.
  • **Holiday:** 25 days holiday plus bank holidays.
  • **Death in Service:** 10x death in service cover.
  • **Private Medical Insurance:** Private Medical Insurance (PMI).
  • **Professional Development:** Opportunities for ongoing professional development and career progression.

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