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