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Senior Financial Planner

4 months ago

Cambridgeshire UK, Eastern England, United Kingdom mbf Full time

We are currently seeking to recruit for a Senior Financial Planner to join our client, covering the East Anglia region. Our client has recently made an acquisition in the Cambridge area and this particular hire will be to advise clients introduced by the Cambridge office, across the East Anglia region.


Our client is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. They offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.


This role can be based from anywhere in the East Anglia region, although you will need to visit the Cambridge office 2-3 times each week.


Job Description

The successful person will be responsible for delivering financial planning and wealth management advice across the East Anglia region, building and developing trusted relationships with current and potential clients

  • To look after and support client needs
  • To plan, implement and execute the annual Business Plan in line with agreed individual expectations
  • To build new client relationships and maintain and develop existing client relationships through effective ongoing service to help minimise attrition, and to deliver new instructions and referrals as a result of satisfied clients
  • Structure and lead client meetings in a professional manner, ensuring all information and advice provided is up to date, technically accurate and meets clients’ needs
  • To ensure clients have the right advice to achieve their financial objectives, while understand and considering the impact of factors such as retirement planning, inheritance, and tax efficiency for individual clients
  • To ensure client reviews are undertaken at least annually in line with clients’ changing risk attitudes and strategic requirements


Qualifications

  • Diploma qualified and working towards Chartered status
  • Experience of working as a Financial Planner for 4+ years
  • Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions
  • Proven ability to deal with new and existing clients on a fee basis


Package

  • Competitive salary up to £130,000
  • Annual bonus
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Generous holiday package
  • Option to purchase additional holiday