Financial Planning Specialist

3 weeks ago

Cambridge, Cambridgeshire, United Kingdom Reed Full time
Job Title: Financial Planning Specialist

Reed is seeking a skilled Financial Planning Specialist to join our team in Cambridge. As a Financial Planning Specialist, you will provide independent financial planning advice to clients, including areas such as pensions, investments, and protection.

Main Responsibilities:
  • Acquire and retain clients for the firm and provide a high-level, full, and holistic financial planning service.
  • Make initial contact to assess a client's personal financial situation and understand their short and long-term personal financial goals.
  • Gather and record all relevant information (Know Your Client principles) and inform the client about the range and level of services offered.
  • Identify and agree the most appropriate service for the client and undertake an assessment of the client's attitude to risk.
  • Work with the Client Relationship Manager to analyse existing arrangements and carry out research that will form the basis of recommendations to the client's objectives.
  • Collaborate with the CRM to produce a suitability report with recommendations for a plan to meet the client's objectives.
  • Ensure the client understands recommendations before proceeding and communicate with the client throughout the process.
  • Identify new business opportunities and encourage referrals and recommendations from clients.
Requirements:
  • Minimum 5 years' experience of working in financial services.
  • Always treating clients in a courteous and professional manner.
  • Show respect for all clients, colleagues, and business associates at all levels.
  • Track record of satisfied clients and high level of retention of clients.
  • Experience of working in a busy and dynamic office environment.
  • Experiencing of managing a busy and varied workload.
  • Experience in working to deadlines with changing priorities.
Qualifications:
  • QCF Level 4 or equivalent.
  • Develop professional qualifications in line with requirements of the role and the firm's needs.

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