We are recruiting for a Financial
Planner
reporting into the Head of Financial Planning. This is role is to provide in dependant financial planning advice to their clients including Pensions, Investments, Protections and non Main steam Investments.
- Hybrid working
- Parking on site
- Financial Planning experience is a must
Main Duties
Understanding / Analysis / Recommendation
- Acquire and retain clients for the firm and provide a high-level, full and holistic financial planning service
- Make initial contact to assess a client's personal financial situation, and to understand their short and long-term personal financial goals
- Gather and record all relevant information (Know Your Client principles)
- Inform the client as to the range and level of services offered under the Private Client Service Proposition. Understand and be able to convey the costs and charges which apply
- Identify and agree the most appropriate service for the client
- Undertake an assessment of the client's attitude to risk
- Work with Client Relationship Manager (CRM) to analyse existing arrangements and carry out research that will form the basis of recommendations to meet the client's objectives
- Collaborate with CRM to produce a suitability report with recommendations for a plan to meet the client's objectives
- Ensure the client understands our recommendations before proceeding
- Communicate with client's other professional advisers (Accountant / Solicitor)
- Case manage new business in conjunction with the CRM from issue of the report and recommendations to the investment of monies or inception of cover
- Communicate with the client throughout process
- Identify new business opportunities and encourage referrals / recommendations from clients
Experience and Sills
- Proficient in MS Office systems i.e. Word, Excel, Outlook
- Voyant Cashflow modelling
- CURO back-office system
- AJB Custody solutions figaro
If you match the above criteria please do get in contact with Marsha-Louise