Financial Planner

20 hours ago


Poole, United Kingdom Punter Southall Aspire Full time

Overview:
An exciting opportunity has arisen for a chartered Financial Planner to join our team.

You will be passionate about providing outstanding service and personalised financial planning advice to our clients, helping them meet their needs and goals. With your day to day responsibilities including but limited to:

- Generating revenue producing opportunities to meet personal and team targets.
- Growing the reputation of our Financial Planning service by developing and maintaining client relationships, so that they see you as their ‘trusted adviser', sitting at the heart of their financial affairs, working alongside their other professional advisers.
- Gaining the client’s trust to understand fully their personal and financial situation, needs and objectives to identify areas of financial planning advice (new and follow on advice).
- Establishing the appropriate level of service for the client to meet their needs explaining clearly the scope of that service and addressing any concerns or questions that the client has.
- Ensuring that all required information is gathered, returning to the client and/or existing provider where further clarification is required to enable appropriate research and consideration to be undertaken.

Please note this is a certified role under SMCR. If you are interested in this role and would like to learn more, you can access the job description by clicking here.


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