We are recruiting an ambitious and high calibre, ideally Chartered, Financial Planner to join our growing Financial Planning team. With offices across the South and South West of England, we are looking for someone to join our team in the Surrey/London area.
You will be able to demonstrate a background of providing high quality, goal based financial planning to clients, as well as building a client book through developing and building relationships with prospects through client referrals and professional connections.
Opportunity Overview
There's an opportunity for the right person to work in a growing and dynamic business that uses the best the technology can offer in giving talented people a head start when dealing with clients that require comprehensive financial planning. There is potential to be given a number of clients, and client leads however it is very important that the individual is self-motivated and can self-generate opportunities for themselves.
If you're ready to take your financial planning career to new heights and become part of a supportive and forward-thinking team, we'd love to hear from you!
We are a successful LLP, backed by a Private Equity sector specialist, which has helped facilitate the execution of the buy-and-build strategy that has been employed by the business, and which has been an important pillar of the firm's growth strategy in recent years. Whilst we have grown quickly, and now have a number of offices in the South and Southwest of England, we are incredibly proud of our culture and we work hard to ensure everyone feels part of a team whilst having fun and enhancing their career.
We have has just over 200 employees and manages and advises on over £4.5 billion in client assets.
Responsibilities:
- Providing high quality advice to clients, including goal based planning, retirement and legacy planning, protection and proactively provide an ongoing service to clients
- Cultivating and nurturing relationships with individuals, their families, business owners and trusts
- Developing and maintaining a client bank emphasising a client centric approach to financial planning
- Developing and maintaining an ongoing rapport and service to clients and professional connections in line with internal services standards and industry regulations
- Ensuring adequate personal CPD is undertaken, and records maintained in association with Compliance and SPS in place
- Ongoing knowledge of financial markets and products, including appropriate legislative changes and committed to developing your professional skillset
- Demonstrating a willingness to get involved in other projects within the business that fall within your capabilities, which may occur from time to time
- The leadership of a small group of advisers, to include ongoing supervision, coaching and oversight
The person:
- You must be currently working as a Financial Planner, ideally Chartered (or very close to), with a minimum of 5 years experience
- Industry relevant knowledge of Investments, ISA's, Bonds, pensions and Protection
- Proven experience in a leadership role within the financial services industry
- Excellent communication skills, both verbal and written
- Be capable of delivery high quality financial advice to new and existing clients.
- Be customer focused but commercially minded and having excellent attention to detail.
- Ability to communicate with departments across the business.
- Demonstrate adept time and diary management skills, with the ability to prioritise tasks and work to multiple deadlines, often autonomously.
- Show a commitment to making well-informed decisions even under pressure and proven desire to work with policy and process and not against
- Be willing to support and provide appropriate guidance/mentoring and advice to more junior members of the team, inside and outside of their pod responsibility