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Chartered Financial Planner

  • Salary: £60000 - £70000 per annum + Bonus and Benefits
  • Location: Hemel Hempstead, Hertfordshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    01 Nov 2017
  • Job reference: 29423

A Chartered Financial Planning practice is looking for an experienced Financial Planner to join their business based in Hemel Hempstead. 

They have a portfolio of 60 high net worth clients worth circa £35mill funds under management that would be available to you. You would be required to manage these existing relationships and grow this client bank with existing introducers that are also available.

Key Responsibilities:-

  • Management of a portfolio of wealthy clients and provision of ongoing reviews as per our business processes
  • Generation of new business opportunities
  • Conversion of prospects to clients generated through professional and existing client referrals
  • Attendance and participation in private client meetings and reviews
  • Provision of ongoing servicing to existing clients as per our service proposition
  • Work with support team to produce clear, technically accurate, compliant and concise financial plans, cash flow forecasts and suitability reports as per the advice process
  • Support other team members in specialist knowledge areas
  • Attend functions and events to build professional relationships and promote the firm
  • Network with professional partners and introducers to identify private clients and high net-worth opportunities
  • Help potential clients make positive decisions about their financial future and to implement any recommendations
  • Provide all advice within a strict ethical and compliance framework, ensuring that all operations affecting the firm's clients are carried out in accordance with the regulator

You will be assigned an Administrator and Paraplanner to provide you with any technical support needed so you can focus your efforts on servicing and growing the client bank. You will be required to work with support team to produce clear, technically accurate, compliant and concise financial plans, cash flow forecasts and suitability reports as per the advice process.

The company also provide you with full study support towards professional qualifications, various employee benefits and a bonus scheme.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Our clients include: