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Financial Planner
2 weeks ago
**Financial Planner - Leeds**
**Are you an experienced Financial Planner? Are you looking for an employed role with all clients provided? Do you want to work for a Chartered Financial Planning firm that will invest in your professional development? If so, please keep reading.**
Due to an exciting period of growth, Attivo Group is recruiting for a Financial Planner in Leeds.This is a full time position and is based remotely, with travel required between our offices and clients as required.
The purpose of the role is to provide a high calibre, long term tax and financial planning services to clients of Attivo Financial Planning. Building strong client relationships and ensuring clients’ needs are satisfied compliantly and efficiently and to maximise new business opportunities and retain the group’s growing client base.
We provide our advice and service through Attivo Financial Planning, one of the very few genuinely Independent, Chartered, Occupational Pension Specialist, financial planning firms in the UK. We aim to deliver the most professional, technically competent, independent advice and service to our clients. We want to be seen as a leader in the financial planning sector, to help change the standing of financial planning to be recognised as a genuine profession and to ensure we, and the profession, contribute positively to society and the economy.
**Main responsibilities**
- Attend client meetings, provide financial advice and make recommendations to help clients achieve their financial planning requirements
- Ensure the compliance procedure is adhered to at all times to protect and safeguard the company by meeting the regulatory aspects of the role
- Develop product, technical and regulatory knowledge to keep up to date with latest financial regulations
*Qualifications, skills and experience
*
- Ideally CII Chartered status, we will consider Financial Planners who are working towards this
- Diploma in Regulated Financial Planning is essential for the role
- At least 3 years’ experience of working as a Financial Planner
- A proven track record providing high levels of service and advice
- Experience of working with high net worth clients would be beneficial
- Pension transfer qualification such as AF7 would be an advantage
**Salary and benefits**
Up to £80,000 depending on experience and qualifications plus car allowance
Attivo Group also offers:
- Excellent company benefits package including a non-contributory Pension Scheme, Private Medical Insurance, Income Protection, Critical Illness and Death in Service
- Generous holiday allowance, rising with length of service
- Work from home and flexible working available
- Discounted corporate gym membership
- Parking allowance for employees who live over 1.5 miles away from the office (Cheltenham only)
- Regular company social events
- Charity days
- Excellent culture, promoting employee wellbeing and engagement.
**Recruitment Policy**
Attivo Group Limited is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible.
Attivo Group do not use recruitment agencies as we respectfully ask that agencies do not contact us in regard to posts advertised on this site.
**Privacy Policy**
If we have received your details in response to a recruitment initiative, we will store the personal information that either you have provided us with. We process that information because it is in our legitimate interests to do so in order for us to be able to make an informed decision about whether to interview you and, ultimately, recruit you.
We believe that you would reasonably expect us to process your personal information in this way and that such processing does not have an impact on you in a way that would make this processing unfair. Where your personal information is kept as part of a file relating to prospective employees of Attivo Group, we will retain that information and any information relating to that matter. This is so that we can review the file if any complaints or issues arise after the recruitment process. The length of time that we keep prospective employee files is usually 3 months after conclusion of the relevant recruitment process.
Please visit our website to view our full privacy policy for prospective employees.
**Salary**: Up to £80,000.00 per year
