Financial Planner

4 days ago

London, Greater London, United Kingdom Quarsh Full time £45,000 - £70,000 per year


Join Our Client's Team as a Financial Planner

Our client is looking for a Financial Planner with a positive, growth mindset to join their team. As a Financial Planner, you will provide financial planning advice to our client's clients, primarily Medical Professionals. You will be the primary relationship manager, responsible for the quality and accuracy of all client advice, and will also develop new client relationships alongside the Head of Financial Planning.

Why You Should Apply:

  • Career Growth: Opportunities to take on new and existing clients from day one, with support for your professional development.
  • Dynamic Environment: Engage in business development activities, deliver initial and ongoing advice, and manage a robust client portfolio.
  • Supportive Culture: Our client's values of ownership, focus, positivity, and doing the right thing create a collaborative and positive workplace.

Skills and Experience You Need:

  • Technical Competence: FCA Certified, Chartered (QCF Level 6), with a minimum of 5 years of experience as a Financial Planner. Extensive technical knowledge of financial planning products and services is essential.
  • Client Interaction: Exceptional report writing and presentation skills, strong diagnostic and problem-solving abilities, and excellent influencing and relationship management skills.
  • Ethics and Integrity: High standards of ethics and integrity, with the ability to manage client review cycles alongside new business pipelines and successfully manage expectations and conflicting priorities.
  • Desirable Experience: Experience working with Medical professionals, NHS pension matters, and dealing with accountants and solicitors in cross-referral relationships is beneficial.

What's in It for You:

  • Skill Development: Gain experience with financial planning products and services, and stay updated with financial products and legislation through continuous professional development (CPD).
  • Client Interaction: Build your confidence and communication skills by directly engaging with clients and supporting their needs.
  • Professional Growth: Opportunities for career progression and taking on new and existing clients from day one.

Benefits:

  • Competitive salary (dependent on experience)
  • Discretionary bonus
  • 4x Death in Service
  • Group Income Protection
  • Auto-enrolment pension
  • Private Medical Insurance, including Optical and Dental cover (subject to probation)
  • 25 days annual leave + Bank holidays and Christmas close period
  • Season ticket loan scheme
  • Ride to work scheme
  • CII Membership sponsored
  • Exam support, with study leave
  • Payroll giving option
  • Hybrid working policy: work (up to) 2 days per week from home

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