Financial Planner
Salary
45,000 - 100,000
Location
Birmingham
Job Type
Full Time
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Job Title: Financial Planner
Industry: Financial Advice
Location: Birmingham
Salary: £45,000 – £100,000
Job Reference: 15917
Job Description:
Recruit UK are working on an exciting opportunity for a Financial Planner in Birmingham to join a Financial Planning company.
Our client is an award-winning, UK wide Financial Planning firm that specializes in holistic advice and investment management. Whilst they have offices across the UK, they are looking to develop their Birmingham office.
They will be able to provide you with the tools you need to grow your own client base and expand your network to increase your portfolio. They will also provide you with full back-office support to ensure your time is used assisting clients to meet their financial needs.
Your key responsibilities include:
- Plan, implement and execute Annual Business Plan
- Build new client relationships
- Achieve and maintain professional competence
- To ensure all clients are reviewed annually (at minimum)
- Understanding the circumstances of your clients to ensure their financial objectives are met with minimum levels of risk
- Work in partnership with the Investment Managers to develop client relationships
- Highly competitive salary of Up to £100,000
- Discretionary bonus
- Full back-office support
- Clear progression
- Dedicated Investment Manager to deliver bespoke advice to your clients
- Diploma in Financial Planning, ideally Chartered or working towards
- Proven ability to work with new and existing clients
- Enjoy business development and strive to grow new relationships
- Strong technical product knowledge and effective communication of wide-ranging products
- 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.