Financial Planner

6 days ago

Burnley, Lancashire, United Kingdom CleverHR Full time
Established Business Opportunity

This is a well-established and successful business that delivers comprehensive and holistic advice to clients.

With a focus on developing and maintaining long-term, trusted relationships with their clients, demonstrating honesty, integrity, and excellence, to ensure that both private and business clients gain financial peace of mind.

You will be a professional ambitious Adviser with a track record of building successful and long-term relationships with your clients, covering the full spectrum of advice, including holistic financial planning, wealth creation, optimization and protection, tax mitigation strategies for private clients and tax efficient cash extraction strategies for corporate clients.

An excellent opportunity with 70% IAF & 50% OAF on Practice Clients, 70% OAF for FA introduced clients.

Key Responsibilities

  1. Provide financial planning to prospective and existing clients, meeting their financial goals and objectives.
  2. Undertake regular professional development to ensure each client receives up-to-date and appropriate advice.
  3. Act in a compliant manner and deliver an outstanding level of customer service while ensuring you adhere to the FCA rules and regulations.
  4. Professionally service the needs of existing clients while creating new opportunities via networking and referrals.
  5. Undertake frequent client meetings with existing and prospective clients while always providing a consistent service to all levels of client.
  6. Meet planned business targets. In line with business standards, ensure all client data, business transactions and information are recorded in a timely manner.

About the Business

  1. This is a self-employed opportunity with a strong focus on building long-term relationships with clients.
  2. The ideal candidate will have a Level 4 Diploma qualification and a strong track record of providing holistic financial advice.
  3. Candidates should have a strong understanding of all areas of financial planning, including investments, pensions, protection, retirement options, and tax planning.
  4. The successful candidate will be hard working, enthusiastic, confident, and articulate, with a commitment to delivering an excellent service.

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