Financial Planner

5 days ago


Bristol, Bristol, United Kingdom CFP JOBS Full time
{"title": "Financial Planner Role", "description": "Job Summary

We are seeking a highly motivated and experienced Financial Planner to join our team at CFP Jobs. As a Financial Planner, you will be responsible for building and developing trusted relationships with clients, servicing an existing client bank, and acquiring new clients, assets, and fees.

Key Responsibilities
  • Deliver seminars face-to-face and on video to potential clients, generating leads and new business opportunities.
  • Work closely with a dedicated research team, paraplanners, and administration to provide holistic financial planning and investment advice to clients.
  • Cultivate and maintain ongoing relationships with clients, tracking their successes and keeping them informed about changes that may affect their finances.
  • Plan, implement, and execute the annual Business Plan, acquiring new clients, growing initial revenues, and cumulative AUM.
  • Ensure all periodic client reviews are completed in line with client expectations and changing circumstances.
  • Remain compliant with Business Quality Assurance, CPD, and maintaining SPS.
Requirements
  • Diploma or equivalent Level 4, and having or working towards Chartered status.
  • Ideal experience in Pension Transfer.
  • Excellent relationship developer through networking, leveraging existing contacts, referrals, and incremental business from existing clients.
  • Ability to deliver a holistic client financial planning experience.
  • Highly motivated self-starter and a strong team player.
About Us

Our company values its people and prioritizes their needs. We offer a polished and successful work environment where clients' needs come first, and our employees feel valued and respected.

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