This is a fantastic opportunity for an experienced Chartered Financial Planner to work with a company that have been at the forefront of the institutional financial services industry for over 100 years, helping their clients solve complex issues through innovative and forward-thinking solutions.
Providing trustworthy, high quality, financial support and solutions. Through friendly, personal advice - 'supercharged' with high levels of tech.
You should be qualified to level 6 and have attained Chartered status. Client centric - with excellent interpersonal and communication skills and high levels of technical knowledge.

Accountabilities:

• Supporting distribution efforts, e.g. delivering and attending webinars/seminars for large employers
• Contribute to the evolution and growth of our business and propositions through sharing views, knowledge and expertise with other team members
• Contacting clients and setting up meetings, either on-line, within an office environment or in clients' homes or business premises
• Conducting in-depth assessments of clients' financial circumstances, current provision and future aims
• Completing investment risk analyses using attitude to investment risk questionnaires
• Researching the marketplace and providing clients with information on new and existing products and services
• Analysing information and preparing plans best suited to individual clients' requirements
• Designing financial strategies
• Meeting all regulatory aspects of the role, e.g. requirements for disclosure, costs of the services or products provided whilst accepting responsibility for the advice provided
• Promoting and recommending financial products and services to meet given or negotiated sales targets
• Keeping up to date with financial products and legislation
• Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
• Reviewing and responding to clients changing needs and financial circumstances

Would this be of any interest to you?

• Competitive salary + full corporate package and bonus structure
• Quality lead pool and client book provided.
• Hybrid role - agile and flexible working policies - full autonomy over your diary
• Full support and structure in place to help you develop and be successful

If you are interested in being part of this forward-thinking, diverse financial planning company - and are keen be able to add value to their social and environmentally responsible proposition.

Then please contact me in the first instance for further information.

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