Financial Planning Specialist

1 month ago

Henley on Thames, Oxfordshire, United Kingdom Blakemore Recruitment Full time
Financial Planner Job Description

We are currently recruiting for a Financial Planning practice in Henley-on-Thames who are looking to recruit a Financial Planner. Client Bank provided

Main Purpose of the Role:

To provide a comprehensive financial planning and advice service to new and existing clients of the company, with particular reference to investments, pensions and protection, tax efficiency.

Duties and Responsibilities:
  • Manage and attend client meetings, both on and off site, advise clients on all aspects of investment, Tax management
  • Write up the post meeting file notes and collate relevant documentation in preparation for it to be passed to Technical Support
  • Update all relevant meeting information onto systems for record keeping and the report writing process
  • Collate the relevant and necessary information about the client's past and present financial arrangements to enable a full financial needs analysis to be carried out
  • To be able to take a theoretical approach to the assessment of the relative merits of financial planning and investment options using appropriate analytical systems and relevant data
  • To ensure that all relevant information is recorded on client files
Skills and Knowledge Requirements
  • Must have a minimum of 5 years' experience with giving advice to clients within the Financial Services Industry
  • Must have obtained a Diploma and working towards Chartered status with the CII or equivalent governing bodies
  • Must have an in date SPS in issue from CII or equivalent governing bodies
  • Willingness to undertake study
  • Ability to manage own workload and work within a small team
  • Knowledge of business processes, standards, policies, and procedures
  • Exceptional communication skills at all levels
  • Excellent organisational skills
  • Knowledge of Microsoft Word, Excel, Outlook and ideally Inteliflo, Volume and Pulse dealing systems
  • Excellent report writing skills
  • Excellent knowledge of financial products
  • Knowledge of legal regulatory and industry requirements

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