Financial Planner
5 days ago
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.
- 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.
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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Financial Planner
5 days ago
Bristol, Bristol, United Kingdom Resource Matters Ltd Full timeFinancial Planner OpportunityResource Matters Ltd is seeking a skilled Financial Planner to join their Wealth Division. This is an exciting opportunity to develop your career in a dynamic and growing team.The successful candidate will provide comprehensive financial planning advice to business owners and private clients, including running pensions clinics...
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Financial Planner
5 days ago
Bristol, Bristol, United Kingdom Resource Matters Ltd Full timeFinancial Planner OpportunityResource Matters Ltd is seeking a skilled Financial Planner to join their Wealth Division. This is an exciting opportunity to develop your career in a dynamic and growing team.The successful candidate will provide comprehensive financial planning advice to business owners and private clients, including running pensions clinics...
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Trainee Financial Planner
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Senior Administrator
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6 days ago
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