Our client, a national financial planning firm, is looking for a Financial Planner to join the business to help deliver excellent financial planning, advice, and service to clients via a deskbased service model.
Key Responsibilities:
- To provide holistic financial planning solution to private client across the full suite of financial planning solutions.
- Achieving revenue targets set by the business and regional manager.
- Proactively drive for cross selling and referring business into other parts of the group.
- Maintain & nurture existing client relationships, identifying and fulfilling new advice needs where appropriate.
- Generate new client enquiries and generates advice income from these.
- Undertake sales and marketing activity in line with local/regional/ national plans.
- Provide expert independent advice to designated clients in compliance with relevant regulations and company policies and values.
- Ensure that client advice and reports are compliant with company processes and regulatory requirements.
- Use standard template documentation approved by the company
- Ensure technical knowledge and general industry knowledge is always maintained.
- Delivery of a positive client service experience to ensure appropriate client outcomes, client journey and client communication.
Experience Required:
- Diploma in Financial Planning as a minimum qualification
- Track record of providing solid financial advice
- CAS holder (beneficial)