My client is currently looking for an experienced Financial Planner to join their business in Preston. This is an exciting role with a large client bank to inherit.

By joining this business as a Financial Planner you play an integral part in an independent financial advice and fund management group. They empower their people to foster their entrepreneurial abilities in a supportive and collaborative environment that raises the professionalism of financial advice. Career progression, flexible working, great benefits are all available, with a lucrative bonus structure on offer for the right individual.

Responsibilities

• Meet with clients to gain a deep understanding of their current financial position and future plans, and develop compelling, long-lasting relationships
• Work collaboratively with Paraplanners, support staff, line managers and other parts of the business, in order to deliver high quality advisory services to clients
• To be involved with high-net-worth individuals from investments, pensions, and trust planning
• Research financial products and explain details of products so that clients can make informed choices
• Prepare clear recommendations to clients as and when required
• Use existing network to identify new opportunities and develop relationships with professional introducers and intermediaries
• Negotiate with providers of financial products where appropriate
• Keep clients regularly updated about their investments
• Actively seek new areas of business and keeping Management informed of new opportunities
• Actively build on existing client base, looking for opportunities for referrals

Requirements

• Must be level 4 qualified (DipPFS/DipFA/CISI Level 4 Diploma with Financial Advice)
• Ideally Chartered (Adv.DipFA/APFS/Level 6 CISI) or working towards
• Must be fully qualified to deliver investment and pensions advice with experience in a similar role
• Experience of using Intelligent Office (IO) would be an advantage
• Excellent communication skills, both verbal and written, and ability to communicate with colleagues and clients at all levels
• Self-motivated, with an ability to work and think under own initiative
• Have an excellent entrepreneurial attitude and business development skills

For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com

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