Financial Planner

2 weeks ago

Exeter, United Kingdom The Oakfield Group Full time

**Job Title: Financial Planner**

**Location**: Manchester

My clientis a small but perfectly formed financial services firm dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, they provide comprehensive financial planning and investment management solutions. They are looking to recruit an experience financial planner or a Paraplanner who wishes to progress into a financial planner role.

**The role**:

- Receive dedicated training and support to evolve into a proficient adviser, encompassing both technical expertise and essential soft skills.
- Be able to successfully onboard clients, who will be provided to you.
- Gather accurate and comprehensive client information, before formulating recommendations.
- Address client queries in an efficient and timely manner.
- Consistently uphold a commitment to delivering sound and suitable recommendations.
- Ensure timely provision of pertinent documentation.
- Engage in prospecting and connecting with potential clients, in alignment with the firm's strategic business plan.
- Uphold the principles of Treating Customers Fairly (TCF) to guarantee equitable treatment of clients.
- Maintain an up-to-date Statement of Professional Standing (SPS).
- Accurately record and uphold relevant Continuing Professional Development (CPD).

**On Offer**
- Competitive salary.
- Uncapped bonus structure. No validation before bonus earned.
- Clients provided.
- Matched employer pension contributions on Total remuneration.
- 25 days holiday, plus Bank holidays and birthday.
- Medical cash plan.
- Monthly Gym membership contribution.
- Quarterly team events.

**Job Types**: Full-time, Permanent

Pay: £55,000.00-£75,000.00 per year

**Benefits**:

- Company pension
- Private medical insurance
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme
- Performance bonus
- Yearly bonus

Work authorisation:

- United Kingdom (required)

Work Location: Hybrid remote in Exeter

Reference ID: SL001

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