Financial Planner

About CleverHR

CleverHR is a well-established and successful business that delivers comprehensive and holistic advice to clients across various sectors.

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 Advisor 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.

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 industry 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 You

1. Experienced Level 4 Diploma qualified or Level 4 qualified ready to step up.
2. Certified Advisor status held in the last 2 years.
3. 2 years minimum face-to-face holistic financial advice experience.
4. Ability to build long-term relationships with clients.
5. Excellent knowledge of all areas of financial planning (including investments, pensions, protection, retirement options, and tax planning).
6. Be prepared to undergo further study/training where appropriate.
7. Hard working, enthusiastic, confident, and articulate.
8. Committed to delivering an excellent service.