Financial Planner
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| Job Type | Permanent Full Time |
| Location | London |
| Area | Central London, England |
| Sector | Financial Services - Financial Planner |
| Salary | Competitive |
| Start Date | ASAP |
| Advertiser | remoteapi |
| Job Ref | V-35240 |
| Job Views | 35 |
- Description
- My client is a boutique Financial Planning firm seeking to hire new Financial Planners to join their business and assist with the facilitation of their growth plans for 2024.
- To build and develop trusted relationships with current and potential clients.
- To be responsible for delivering financial planning and wealth management advice.
- To work within the context of an agreed business plan.
- All advice given to clients must be suitable, tailored and personalised to the client and in line with advice and control policies.
- Be strategically aligned to the Company's goals and objectives and act as ambassadors for the company at all times, having a clear understanding of the strategic place in the advice market
- To look after and support client needs
- To build new client relationships and maintain and develop existing client relationships through effective ongoing service
- 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
- To work in partnership with Investment Management and Professional Services colleagues to develop client relationships
- Ensure comprehensive client records are kept and that these are accurate and up to date at all times
- Assist in the induction, mentoring and development of new Financial Planners
To be successful in this role, you should:- Holds a relevant level 4 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing
- Proven ability to deal with new and existing clients on a fee basis
- Ability to understand and communicate advice practices and processes clearly and effectively.
- Ability to analyse client information and highlight requirements to make suitable recommendations
- Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions
- A strong ethic of client and customer service
- Ability to work under pressure and to prioritise work
- Excellent communication skills both written and verbal
- Ability to mentor, train and develop adviser colleagues
