My client is a fully independent Financial Advisory firm, providing both businesses and individuals with sound Financial Planning and Financial Advice across Investments, Inheritance Planning, Retirement Planning, Cash Flow Planning and Investment & Tax Planning for Businesses since 2014. Focusing on goals-based holistic Financial Planning.
We are urgently seeking a Chartered Financial Adviser to join the existing Financial Advisory team and to service our clients on a daily basis. Specifically you'll be responsible for:
- Working collaboratively with our paraplanners, you will give advice to our clients to help them best achieve their goals. You will present lifetime cashflow forecasts with multiple scenarios. You will also present financial plans with our advice, and suitability reports for regulated recommendations.
- Managing a portfolio of clients, delivering scheduled reviews, and all advice needed during the year.
- Meeting prospective clients, to assess the advice they need, and propose how we can best help them.
- With strong technical knowledge, you will support other members of the Balance team.
- Nurture all your client relationships, as well as important professional relationships.
We require a Chartered Financial Adviser (possibly will consider someone who is very close to Chartered qualification level) with strong technical knowledge and bringing with you a number of years of Technical Paraplanning experience, We require you to have Pension Transfer qualifications and experience in preparing defined benefit pension advice. You will work holistically, and be able to see a client's 'big picture' and work out how they can best achieve their life goals. You may already be using the Kinder Institute life planning approach or something similar and must be comfortable inn a wide range of Financial Planning areas. You will also have cash flow modelling experience ideally using Voyant as well as being an effective communicator at all levels.
A great salary is offered with this role, as well as hybrid working options.