Financial Planner
Salary
negotiable
Location
Job Type
Full Time
This position has now been filled. If you are looking for a job, let us help you find a similar job.
Job Title: Financial Planner
Industry: Financial Services
Location: North Devon
Salary: Negotiable
Job Description:
Recruit UK are working on an excellent opportunity for a Financial Planner in North Devon to join a Chartered Financial Planning Firm.
This company is seeking a professional Financial Planner to work with the existing team. The role will include servicing existing clients of the accountancy practice and also driving business development via internal business teams and external professional connections.
The successful candidate must possess the knowledge and skill to service the financial planning needs of a diverse range of clients.
Adviser duties include:
- Promotion of the firm’s services to encourage profitable introductions from the internal Partners
- Conduct regular client reviews to fulfil ongoing service agreements and maximise new business opportunities
- Introduce new clients to the firm through proactive prospecting activities
- Keep up to date with all relevant product, legislative and technical changes
- Obtain sufficient client information and analyse information gathered
- Ensure suitable recommendations are made
- Maintain all supporting documentation
- Ensure a current statement of professional standing is held at all times
- Attain and maintain a level of competence as required by the firm
- Maintain all standards of performance as required by the firm
- Ensure relevant CPD is maintained and recorded accurately
- Ensure compliance at all times with:
- Negotiable salary dependent on experience
- 25 days holiday + bank holidays
- Pension Contribution
- Level 4 CII Diploma in Regulated Financial Planning
- CII Advanced Diploma in Financial Planning
- SOLLA Accredited
- G60 qualified
- Chartered Financial Planner
- Self-driven, results-oriented with a positive outlook
- Respected, credible, and comfortable in dealing with typical accountancy clients (e.g. business owners and wealthy individuals)
- A proficient communicator, comfortable presenting to a range of audiences
- Able to organise themselves without close supervision
- Able to prioritise tasks and handle large amounts of data and paperwork efficiently
- A high level of analytical ability, a keen eye for detail and a thorough approach
- An ability to handle pressure and meet tight deadlines whilst also being personable and a team player
- Start every journey with a conversation to find out about you in depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.