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Financial Planner
2 months ago
- Life insurance / protection,
- Investment advice,
- Pensions and retirement planning,
- Health and long-term care,
- Estate planning
As a Financial Consultant you will ideally have some experience of working within a regulated Financial Services environment, liaising with clients and working within agreed timescales to achieve targets and positive client outcomes. You should be able to offer a high level of client care and demonstrate excellent communication skills.
You should also be able to work individually and as part of a team to build strong relationships between all stakeholders.
Role responsibilities include:
- Contacting clients and booking meetings for in-depth reviews of clients' financial circumstances, current provisions and future aims
- Analysing information and liaising with a Paraplanner / administrator to prepare recommendations best suited to individual clients' requirements
- Researching an approved panel of product providers and providing clients with information on new and existing products and services
- Designing financial strategies
- Keeping up to date with financial products and legislation
- Reviewing Financial Reports generated by a supporting Paraplanner
- Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
- Developing a client bank and maximising opportunities ensuring profitable relationships are built
- Ensuring technical knowledge is maintained and that CPD records are filed in accordance with compliance rules and procedures
- Following a pre-defined review process for clients to ensure that service is delivered in line with the agreed fee / retainer / service level
- Ensuring that internal systems are used effectively and accurately, and that client detail is recorded and kept up to date
- Telephony based role – minimal face-to-face interaction with clients
- Diploma Level 4 qualification or equivalent
- A comprehensive knowledge of Pension and Investment products is essential
- Excellent working knowledge of Pensions and Pension Transfers
- Good working knowledge of CGT and Income Tax calculations
- Ability to work in a compliant manner within regulatory framework
- Strong track record of achieving targets and a desire to meet future targets
- Ability to maximise on leads provided by the business by converting large numbers into advocates in order to produce organic leads from existing clients
- Excellent telephone manner and good written communication skills essential
- Competitive salary – Starting at c£35,000+ (dependent on experience) plus bonus
- Hybrid working – the role will typically involve working in the office 1 day a week with ad hoc visited as required. The remainder of the week will be remote / home working.
- Income protection and life insurance benefits
- Biennial eye test
- Salary sacrifice scheme; Cycle2Work and Pension
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