Reed Financial Services are proud to represent a national IFA firm, in looking to recruit a Financial Planner to deliver excellent financial planning, advice, and service to clients via a desk-based service model.
This is a golden opportunity to progress your career in Financial Planning working for a well-established firm offering a great support network and employee benefits.
The role is fully remote, but quarterly travel to Bristol for team meetings is required.
Salary up to £55,000 depending on experience and qualifications
Benefits:
- Competitive salary and bonus structure
- Full paraplanner and administration support
- Private Medical Insurance
- Employee Pension Scheme
- 24 days Annual Leave
- Dental Insurance
- Life Assurance
- Health cash plan
- And lots of flexible benefits to choose from!
Responsibilities:
- To provide holistic financial planning solutions to private clients across the full suite of financial planning solutions
- Maintain and nurture existing client relationships, identifying and fulfilling new advice needs where appropriate
- Work to achieve or exceed annual new business revenue target
- Help create new client enquiries and generate advice income from these
- Proactively drive for cross selling and referring business into other parts of the group
- Delivery of a positive client service experience to ensure appropriate client outcomes, journey and communication
The ideal candidate will have:
- Diploma in Financial Planning
- Experienced as a Financial Planner
- Experience in Paraplanning role is preferred but not essential
- Cashflow modelling preferred but not essential
- Technical competence across all areas of financial planning
- SPS Holder
- CAS holder- Analytical mind and excellent attention to detail- Excellent time management skills with strong ability to work to deadlines- Good technical knowledge and understanding of relevant regulations
If you're keen to explore this further, then please send me your CV so we can discuss this and other opportunities in more detail: