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Senior Financial Planning Professional

1 month ago

Milton Keynes, Milton Keynes, United Kingdom Blakemore Recruitment Full time

We are currently recruiting for a reputable financial planning firm near Milton Keynes who are looking to recruit an experienced Senior Financial Planning Professional.

This is an excellent opportunity for an ambitious and driven individual that is looking for a challenging role. You will be involved in the business growth and direction of an already expanding company, providing you with a clear route into senior management.

They understand the importance of work-life balance and strive to encourage a good balance between personal and professional life. The company offers flexible working arrangements, including a 60/40% split of office and home working, with potential for early Friday finishes. They also offer a competitive salary and beneficial perks, aiming to ensure they support and are flexible for each other.

As a successful and award-winning Chartered Financial Planning Firm and Accredited Financial Planning Firm, their ethos is to provide an independent financial planning service. They aim to build long-lasting relationships with both clients and staff.

The company has a small but highly trained and qualified administration and paraplanning team available to support you, now looking to add an experienced, enthusiastic, and driven Senior Financial Planning Professional to the team to support the business owner.

You will be someone who has strong interpersonal skills, able to apply your own judgement and experience when making decisions in relation to client management and new business acquisition.

A minimum of 2 years' experience working as a qualified Financial Planner is essential.

You will be at least Diploma level qualified and keen to work towards becoming a fully qualified Certified Financial Planner and Chartered Financial Planner. There is a training and development programme available to assist you in achieving these qualifications.

Purpose of Job:

To provide holistic financial planning advice to private clients while ensuring a smooth delivery of an excellent client service. To generate profitable new business and ongoing income streams. To develop and maintain excellent relationships with both clients and professional connections.

Key Responsibilities & Accountabilities

  1. Managing a portfolio of clients and their needs.
  2. Providing ongoing servicing (including reviews) to existing clients as per service proposition, internal standards, and business processes.
  3. Generating new business opportunities as per the agreed business plan and targets.
  4. Helping potential clients make positive decisions about their financial future and implement any recommendations.
  5. Managing and conducting client meetings and reviews.
  6. Working with the support team to produce clear, technically accurate, compliant, and concise financial plans, cash flow forecasts, and suitability reports as per business process and internal standards.
  7. Ensuring all recommendations and reports meet legal and regulatory requirements.
  8. Providing all advice within a strict ethical and compliance framework, ensuring all operations affecting clients are carried out in accordance with regulator requirements.
  9. Ensuring all recommendations are appropriate for clients' individual needs and circumstances.
  10. Supporting other team members in specialist knowledge areas.
  11. Managing own workflow, tasks, and their delivery.
  12. Producing meeting notes and other documentation as per business processes and within required timescales.
  13. Attending functions and events to build professional relationships and promote the firm.
  14. Networking with professional partners and introducers to identify private clients and business opportunities.
  15. Providing regular activity data to the Business Manager.
  16. Sharing ideas and innovations which could improve business and advice processes or enhance client experiences.
  17. Ensuring continuous development of your financial and technical expertise to meet regulatory requirements and personal goals and objectives as per your training and development plan.
  18. Keeping up-to-date with current developments in financial services, financial markets, and economic trends.