Financial Planning Professional
4 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.
- Liaising with other professionals including accountants and solicitors, as appropriate.
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.
- Knowledge of investment platforms
Company Background:
The company is a well-established, single office, Independent Financial Adviser with loyal clients who appreciate the personalised service. They have a friendly working environment, which is reflected in the low staff turnover. There are no individual targets or a need for advisers to generate leads. They are looking for someone with a can-do attitude who is looking to develop their skills and become a valued member of their team.
Roles and Responsibilities:
The ideal candidate will be responsible for conducting and recording in-depth reviews of clients' financial circumstances and future aims, devising and explaining recommendations or strategies to clients, analysing and re-evaluating investment portfolios, and ensuring all regulatory requirements are adhered to.
Required Qualifications/Experience:
The ideal candidate will have a strong understanding of financial planning principles and be able to provide expert advice to clients. They will have a minimum of R01 or equivalent and be working towards Level 4 financial advice qualifications, with experience in paraplanning or a similar role.
Required Skills:
The ideal candidate will have a professional, approachable and helpful manner, be able to work on their own initiative, and be receptive to in-house training. They will also have good record keeping and time management skills, accuracy and attention to detail, and competence in Outlook, Word and Excel.
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