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Financial Planning Specialist

2 months ago

Tunbridge Wells, Kent, United Kingdom Pavilion Recruitment Solutions Full time
Job Title: Financial Planner

Location: Remote

Position Type: Full-Time/Permanent

Salary: £50,000 - £75,000+ plus Bonus on New and Ongoing fees

Job Overview:

As a Financial Planner, you will provide expert financial advice to clients, helping them achieve their financial goals and ensuring their long-term financial security. You will be responsible for understanding clients' financial needs, creating tailored financial plans, and recommending appropriate financial products. This role requires a deep understanding of financial regulations, investment options, and client management.

Key Responsibilities:
  • Client Relationship Management:
    • Develop and maintain long-term relationships with clients.
    • Conduct in-depth reviews of clients' financial circumstances, current provision, and future aims.
    • Identify clients' financial objectives, risk tolerance, and current financial situation.
  • Financial Planning and Advice:
    • Create and present tailored financial plans that include savings, investments, insurance, tax strategies, and retirement planning.
    • Recommend suitable financial products based on clients' needs and risk profile.
    • Provide clear, comprehensive, and unbiased financial advice in compliance with regulatory requirements.
    • Review and revise financial plans in response to life or economic changes.
  • Compliance and Regulatory:
    • Ensure all financial planning and advice activities comply with relevant regulations, including FCA requirements.
    • Keep up-to-date with financial products, legislation, and industry trends.
    • Maintain accurate and detailed records of all client interactions and advice given.
  • Business Development:
    • Identify opportunities for new client acquisition and business growth.
    • Network and build relationships with potential clients and referral partners.
    • Participate in seminars, workshops, and other professional development activities to enhance skills and knowledge.
  • Team Collaboration:
    • Work closely with colleagues in the financial planning and advisory team to share knowledge and best practices.
    • Contribute to team objectives and support colleagues in achieving their targets.
    Qualifications and Experience:
    • Level 4 Diploma in Financial Planning or equivalent (e.g., CII Diploma in Regulated Financial Planning, CISI Investment Advice Diploma).
    • Minimum of 2-3 years experience in financial planning, advisory, or a related role.
    • In-depth knowledge of financial products, including pensions, investments, insurance, tax, and estate planning.
    • Strong understanding of FCA regulations and compliance requirements.
    • Proven track record of building and maintaining client relationships.
    Desirable:
    • Chartered Financial Planner status or progress towards achieving it.
    • Experience with financial planning software and CRM systems.
    • Experience in niche areas such as inheritance tax planning, long-term care, or corporate financial planning.
    Skills and Competencies:
    • Excellent interpersonal and communication skills, with the ability to explain complex financial concepts clearly.
    • Strong analytical and problem-solving abilities.
    • High attention to detail and accuracy.
    • Ability to work independently and as part of a team.
    • Strong organisational and time-management skills.
    • Ethical and client-focused mindset.