Financial Planning Professional
2 weeks ago
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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