Financial Planner

1 week ago

Truro, United Kingdom Cathedral Appointments Ltd Full time

Our client, a reputable and forward-thinking Wealth Management firm, is looking to recruit a Financial Planner to join their team in Truro on a full-time, permanent basis. Your role will be centered around providing initial advice relating to financial mattersas well as providing impeccable service to clients. You should be qualified to at least QCF Level 4 and possess a valid 'Statement of Professional Standing’.

**What will you be doing as a Financial Planner?**
- Providing initial advice relating to financial matters.
- Supplying clients with impeccable service.
- Collaborating with the allocated Client Liaison Assistant to make sure that all administration is completed in a timely and effective manner.
- Liaising with partners within the office to explain the role of any new initiatives.
- Coaching and supporting teams to ensure that their training and development needs are met.
- Maintaining a Statement of Professional Standing.

**Skills/Qualifications of a Financial Planner**:

- You should be qualified to at least QCF Level 4 and hold a valid 'Statement of Professional Standing’.
- Ideally, you will have achieved Chartered status or to at least have progressed substantially towards it.
- You will be efficient, organised and punctual as well as comfortable working independently.
- You will have strong attention to detail and be able to meet strict deadlines with ease.
- An ability to work with and develop Professional Connections is essential.

**The Benefits**:

- Access to a Company Pension Scheme.
- Access to a Life Assurance Scheme.
- Availability of Health Insurance and Eyecare Vouchers.
- Up to 25 days annual leave + option to buy and sell holiday.
- Cycle2Work Scheme
- Christmas Gifts

**Ref**:8824

**Recruitment Consultant**:Joanne Howell

  • Wealth Planner

    2 weeks ago

    Truro, United Kingdom Succession Wealth Full time

    Join to apply for the Wealth Planner - Cornwall role at Succession Wealth Competitive Basic salary (negotiable dependant on experience) + uncapped monthly bonus Succession Wealth was founded in 2009 with the vision of providing independent financial advice and an unrivalled level of expertise and personalised service to help clients achieve their financial...

  • Financial Planner

    2 weeks ago

    Truro, United Kingdom Ortus PSR Full time

    Join a trailblazing wealth management firm that's expanding rapidly! We're seeking dynamic and client-centric financial advisers to join their team and make a real impact. Whether you prefer to work as a self-employed professional or as part of our employed team, This national IFA firm offers an unparalleled opportunity to excel in your career. The salary...

  • Financial Administrator

    3 days ago

    Truro, United Kingdom Cathedral Appointments Full time

    **Competitive Salary | Hybrid Working | Excellent Benefits** Our client, a well-established Chartered Independent Financial Planning firm is seeking a **Financial Services Administrator** to join their team based in Truro. This position is primarily office based; however, you will have the opportunity to work two days from home. This role may also be...

  • Financial Services Administrator

    2 weeks ago

    Truro, United Kingdom Succession Wealth Full time

    **Administrator - Wealth Management** **Salary of up to £31,000 (DOE)** **Remote working - Truro** Excellent benefits including 25 days annual leave increasing with service, flexible and agile working opportunities to allow for a great work/life balance, Company Maternity and Paternity Pay, a Group Pension scheme, Study Days for relevant examinations,...

  • Trainee Paraplanner

    4 days ago

    Truro TR NH, United Kingdom Wolf Rock Financial Planning Full time

    Job SummaryWe are seeking a detail-oriented and proactive Trainee Paraplanner to join our team. The ideal candidate will support Financial Planners by conducting thorough analysis, preparing reports, and assisting in all areas of technical back office administration. This role requires strong organisational skills, excellent communication abilities, and...

  • Client Liaison Officer

    3 days ago

    Truro, United Kingdom Cathedral Appointments Ltd Full time

    **Salary £26- £30k DOE | Hybrid Working | Excellent Benefits Package** **Client Liaison Officer responsibilities include: -** - Building and maintaining client relationships - Preparation of review packs - Keeping clients up to date every step of the way - Diary management is key to making sure all reviews are booked and delivered by the financial planner...

  • Administrator - Client Liaison

    7 days ago

    Truro, United Kingdom Cathedral Appointments Full time

    **Salary £26- £30k DOE | Hybrid Working | Excellent Benefits Package** **Client Liaison Officer responsibilities include: -** - Building and maintaining client relationships - Preparation of review packs - Keeping clients up to date every step of the way - Diary management is key to making sure all reviews are booked and delivered by the financial planner...