Financial Planner

1 week ago


Darlington, United Kingdom Tempest Jones Full time

Financial Planner
You will provide financial advice to clients and make recommendations on how to best meet their goals. There will be significant support and a client bank provided.
Specific Responsibilities
- Provide strategic advice across a variety of financial products and services (Pensions, Investments & Savings, Protection)
- Assess client's financial circumstances, understand their needs and develop a comprehensive financial plan
- Make recommendations to clients that meet their goals and ambitions
- Cultivate the client base and build relationships
- Keep abreast of new industry developments and research the market to ensure that knowledge is current
- Keep up to date with financial products and legislation and comply with all industry rules and regulations
Role Requirements:

- Experience as a Financial Adviser
- Qualified to Level 4 Diploma in Financial Planning as a minimum
- Accuracy, attention to detail and the ability to explain complex information clearly and simply
- Good knowledge of compliance, TCF, Data Protection Act and Anti-Money Laundering requirements
- Ability to manage own workload
- Time management is a must to ensure appointments are scheduled with realistic time frames
- Full driving licence and own car essential
Offering
Hours: Monday - Friday 9.00am - 5.00pm (35 hours)

**Salary**: Competitive package, dependant on experience and qualifications, plus Bonus
Benefits: 25 days holiday (rising with length of service) plus Bank Holidays, Holiday Purchase Scheme, Life Assurance, Pension and Corporate Eyecare


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