Financial Planner

2 months ago

Exeter, United Kingdom CV-Library Full time

Financial Planner, The Role: I am recruiting a Financial Planner on behalf of Yellowtail, a leading Financial Planning firm based in beautiful offices in Exeter (EX1). The successful Financial Planner will either be an experienced Financial Planner / Financial Adviser or a highly competent Paraplanner with significant client facing experience, ready to take ownership of an established portfolio of frequently complex, HNW clients, providing fully holistic, independent lifestyle financial planning.

The Person: The successful Financial Planner (Financial Advisor, Financial Adviser, Senior Paraplanner) will be a warm relationship builder who is service orientated and capable of analysing and addressing clients’ financial needs and goals. You will have strong technical knowledge in most aspects of financial planning (including tax-efficient investment planning, pensions and retirement planning, protection and estate planning) and will be responsible for developing comprehensive lifetime planning strategies and providing proactive and on-going advice to a diverse client base.The successful Financial Planner will be ambitious and aspirational, keen to take on responsibility and contribute to the growth of a progressive firm while being invested in, valued and rewarded accordingly (including receiving the support and funding required to become Chartered, if you are not already).

Salary and Benefits: Basic salary £60,000 to £80,000 (dependant on experience) + bonus + pension + continued professional development + death in service + 25 days holiday + bank holidays.

Home working and flexibility: The Financial Planner role will be based in the Exeter office, but we are happy to facilitate hybrid working and flexible or part-time working arrangements if required.

The Company: Yellowtail are an award-winning boutique financial planning firm committed to delivering exceptional client service. Their approach is centred around simplifying their clients' lives with a simple investment proposition and a focus on quality over quantity. They prioritise lifetime financial planning, ensuring that the client remains at the heart of everything they do. Their team operates within a collegiate culture, collaboratively working to deliver the best possible outcomes for their clients.

Financial Planner (Financial Adviser, Financial Advisor, Senior Paraplanner), Responsibilities:

* Client Advisory: Provide expert advice on financial planning, including tax-efficient investments, pensions, protection, and estate planning.

* Relationship Management: Build and maintain strong relationships with clients, whether online or in person, ensuring the highest standard of service delivery.

* Client Analysis: Assess clients' financial situations, identifying their needs and goals, and develop tailored lifetime financial plans, utilising Voyant for cashflow modelling.

* Compliance and Regulation: Ensure adherence to all Compliance, Legal, Statutory, and Regulatory requirements relevant to financial planning.

* Professional Development: Stay current with industry standards and regulations, committing to continuous professional development.

* Technology Utilisation: Utilise digital tools, such as Microsoft Teams, CRM systems, and AI, to enhance client service delivery.

Financial Planner (Financial Adviser, Financial Advisor, Senior Paraplanner), Skills and Experience:

* 3 years’ + client-facing experience, gained as a Financial Planner / Financial Adviser or a Senior Paraplanner.

* Experience of all areas of financial planning – cashflow forecasting, tax-efficient investment planning, pensions and retirement planning, protection and estate planning etc.

* Diploma in Financial Planning (Dip PFS, Level 4) and either Chartered or keen to work towards becoming a Certified/Chartered Financial Planner (support with this will be provided).

* Emotionally intelligent, a keen listener and strong communicator, capable of articulating complex financial concepts clearly and a warm relationship builder, demonstrating a caring, client-centric approach.

* A motivated and proactive self-starter and a collaborative team player, comfortable working independently and as part of a team.

* Flexible, adaptable to change and happy to travel to client meetings as required.

* Quality focused, analytical with excellent attention to detail.

* A competent networker, capable of identifying and pursuing new opportunities and keen to contribute to the continued growth and success of the business.

Dawn O’Shea is the Recruitment Partner, recruiting the Financial Planner (Financial Adviser, Financial Advisor, Senior Paraplanner) directly on behalf of Yellowtail so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail

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