Financial Planning Specialist

3 weeks ago


Cirencester, Gloucestershire, United Kingdom CleverHR Full time
Employed Financial Adviser Opportunity

CleverHR is delighted to support a well-respected firm of Financial Planners in their search for an employed Financial Adviser to join their team.

This is a fantastic opportunity to work with a truly independent practice that prides itself on being client-centric and offering a high level of technical, tailored advice to individuals, and building long-term relationships.

Key Responsibilities
  • Writing suitability reports on a variety of case types, with some assistance and templates available
  • Ensuring strict compliance with the Compliance and Training and Competence Procedures of the firm
  • Attaining and sustaining competent status
  • Maintaining performance standards in accordance with those outlined in the Key Performance Indicators
Requirements
  • A minimum of 2 years advising experience
  • Demonstrated substantial experience providing financial advice and relevant KPIs
  • Strong understanding of financial products, regulations, and market dynamics
  • A background in conducting thorough research and analysis to make suitable recommendations based on client needs and market conditions
Benefits
  • 37.1-hour unpaid lunch, which can be reduced to 30 mins to allow an earlier finish
  • 20 days annual holiday plus Bank Holidays, plus an extra 3 days holiday for Christmas when the office is normally closed. Holiday bonuses apply after 2 years' service (1 extra day for every year up to max of 4 days)
  • Free onsite parking
  • Study support – Cover of CII annual Membership, Exam and study materials and where possible some allowance for training time and support at work (repayable if the employee leaves within 2 years of the paid support)
  • Inclusion into Company Pension scheme – 3% employer payment, contributory pension scheme after a 3-month period


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