We are currently recruiting for a Financial Planning practice in Henley-on-Thames who are looking to recruit a Financial Planner. Client Bank provided!!
Main Purpose of the Role:
To provide a comprehensive financial planning and advice service to new and existing clients of the company, with particular reference to investments, pensions and protection, tax efficiency.
Duties and Responsibilities:
- Manage and attend client meetings, both on and off site, advise clients on all aspects of investment, Tax management
- Write up the post meeting file notes and collate relevant documentation in preparation for it to be passed to Technical Support
- Update all relevant meeting information onto systems for record keeping and the report writing process
- Collate the relevant and necessary information about the client's past and present financial arrangements to enable a full financial needs analysis to be carried out
- To be able to take a theoretical approach to the assessment of the relative merits of financial planning and investment options using appropriate analytical systems and relevant data
- To ensure that all relevant information is recorded on client files
Skills and Knowledge Requirements
- Must have a minimum of 5 years' experience with giving advice to clients within the Financial Services Industry
- Must have obtained a Diploma and working towards Chartered status with the CII or equivalent governing bodies
- Must have an in date SPS in issue from CII or equivalent governing bodies
- Willingness to undertake study
- Ability to manage own workload and work within a small team
- Knowledge of business processes, standards, policies, and procedures
- Exceptional communication skills at all levels
- Excellent organisational skills
- Knowledge of Microsoft Word, Excel, Outlook and ideally Inteliflo, Volume and Pulse dealing systems
- Excellent report writing skills
- Excellent knowledge of financial products
- Knowledge of legal regulatory and industry requirements