Financial Planning Specialist
9 hours ago
Join a well-respected firm of Financial Planners in Cirencester as an employed Financial Adviser. This is a client-centric practice that prides itself on offering high-quality, tailored advice to individuals and building long-term relationships.
Key Responsibilities- Write suitability reports on various case types, with some assistance and templates available
- Comply strictly with the Compliance and Training and Competence Procedures of the firm
- Achieve and maintain competent status
- Meet performance standards in accordance with those outlined in the Key Performance Indicators
- A minimum of 2 years of advising experience
- Demonstrated substantial experience providing financial advice and relevant KPIs
- 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
- Level 4 Diploma in Financial Planning (Essential)
- 37.1-hour unpaid lunch, which can be reduced to 30 minutes 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 a maximum 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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