Financial Planner

Job Description:

Financial Planner

Leicester (our Ref AL1374)

Salary up to £60,000 pa dep on exp + bonus and benefits (fully employed position)

My client is a Chartered, award winning wealth management company, with client assets in excess of £1bn.  They serve high net worth & ultra-high net worth clients across the UK and look to build long term client relationships based on trust, professionalism, and support which is echoed in their staff approach. They now have an outstanding opportunity for a Diploma Level 4 qualified individual to join their team of Financial Planners.

Financial Planner – Role Overview:

The role is fundamentally to provide high quality advice and outcomes for clients based on their individual needs. You will apply technical knowledge in specialist areas such as SIPP, SSAS and discretionary investment management. You will be fully supported in all aspects of pension and investment administration by a team of account executives.

Key Tasks:

• Review existing clients’ circumstances and advise as appropriate.
• Obtain the required information to enable a full analysis of the clients’ needs and construct appropriate solutions to the principles of best advice.
• Create detailed notes for each meeting highlighting the clients’ objectives and confirming action points.
• Managing Client Portfolios - Meet with clients annually to maintain and build relationships as well as ensuring suitability of advice.
• Business promotion - explore opportunities and develop appropriate business relationships within a targeted geographical region. Establish contact with potential clients (solicitors and accountants)

Pay and Benefits

• Starting salary up to £60,000 per annum (dependent on qualifications, knowledge, and experience)
• Annual salary review based on performance.
• Bonus Scheme, Car allowance, Laptop & Mobile Phone, 4 x salary life assurance, 26 days’ holiday - Increasing incrementally in recognition of continuous service, Pension; 5% employer contribution - Increasing incrementally in recognition of service. Salary sacrifice scheme available, PMI scheme, Health Cash Plan Scheme.

Person Specification - Essential qualifications and experience:

• Level 4 Diploma in Financial Planning (or equivalent)
• Chartered Financial Planner status or working towards it.
• At least 5 years’ experience in an advisory role

Desirable qualifications and experience:

Experience of working in SIPP and SSAS marketplace. Support given to candidates who may not have worked with SIPP and SSAS specifically.

Essential knowledge and skills required:

• Excellent technical knowledge
• Excellent product knowledge and their application in financial planning SIPP, SSAS and discretionary management of Investments, in particular.
• Proven ability to acquire and develop new business.
• Proven experience of managing own portfolio of high-net-worth clients.
• Excellent interpersonal and communication skills.
• Analytical skills and the ability to work in a structured, planned manner
• Knowledge of regulatory requirements relevant to role

If this role is of interest, please apply with an up-to-date CV.  We aim to respond to all applications within 10 days.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.