Financial Planning Specialist

4 weeks ago


Bristol, Bristol, United Kingdom Reed Full time

We are seeking a skilled Financial Planning Specialist to join our team at Reed Financial Services. As a Financial Planner, you will be responsible for delivering excellent financial planning, advice, and service to clients via a desk-based service model.

This is a fantastic opportunity to progress your career in Financial Planning with a well-established firm offering a great support network and employee benefits.

The role is fully remote, but quarterly travel to Bristol for team meetings is required.

Salary up to £55,000 depending on experience and qualifications.

Key Responsibilities:
  1. To provide holistic financial planning solutions to private clients across the full suite of financial planning solutions
  2. Maintain and nurture existing client relationships, identifying and fulfilling new advice needs where appropriate
  3. Work to achieve or exceed annual new business revenue target
  4. Help create new client enquiries and generate advice income from these
  5. Proactively drive for cross selling and referring business into other parts of the group
  6. Delivery of a positive client service experience to ensure appropriate client outcomes, journey and communication
Requirements:
  1. Diploma in Financial Planning
  2. Experience as a Financial Planner
  3. Experience in Paraplanning role is preferred but not essential
  4. Cashflow modelling preferred but not essential
  5. Technical competence across all areas of financial planning
  6. SPS Holder
  7. CAS holder
  8. Analytical mind and excellent attention to detail
  9. Excellent time management skills with strong ability to work to deadlines
  10. Good technical knowledge and understanding of relevant regulations

If you're interested in this opportunity, please send your CV so we can discuss further.



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