Financial Planning Professional

1 month ago


Waltham Cross, Hertfordshire, United Kingdom Blakemore Recruitment Full time

We are seeking a highly skilled Financial Planning Professional to join our team at Blakemore Recruitment. The ideal candidate will have a strong understanding of financial planning principles and be able to provide expert advice to clients.

Key Responsibilities:

  • Conduct in-depth reviews of clients' financial circumstances and future aims.
  • Devising and explaining recommendations or strategies to clients on ways to best utilise their money and achieve their goals.
  • Analysing and re-evaluating investment portfolios, based on asset allocation, risk tolerance and each client's individual financial needs and objectives.
  • Ensuring all regulatory requirements appropriate to a registered individual are adhered to.
  • Ensuring an adequate level of qualifications is maintained and appropriate Continuing Professional Development is undertaken and correctly recorded.

Requirements:

  • Minimum:
    • Holding R01 or equivalent and working towards Level 4 financial advice qualifications with the intention of completing the remainder within two years.
    • Experience in paraplanning or a similar role.
    • Full UK Driving Licence & own car are essential.
  • Preferred:
    • Level 4 financial advice qualifications.
    • Experience in providing client facing financial advice.
    • Current valid Statement of Professional Standing.
    • Discretionary Investment Management qualification.


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