Financial Planner – Client Bank Provided!

To £80,000 - £120,000, plus bonus

Full Time or Part-Time

East London/North London Border - Hybrid Role

Due to continued expansion, we have been retained by an establish Financial Planning firm, that is proud of its collaborative, team lead culture and the open forum to share ideas to be implemented. They now seek to recruit an experienced Financial Planner to join this team, to look after and develop an existing client bank and develop the account further.

The salary range is £70k-120k, and if you are able to transition clients across to the firm, this will be reflected in the initial basic salary on offer.

They are a 'whole of market' firm and require the experience of a client centric Financial Planner to carry out the following tasks.

Responsibilities

Managing an existing client bank of clients
Targeting the acquisition of new clients for the Firm through Business Development activities; pro-actively representing the business and taking the initiative to meet new potential clients;
Contacting clients that are currently unengaged with their service, rebuilding the relationship through financial planning advice;
Service clients on an ongoing basis, conducting annual reviews and ensuring that the client remains on track to achieve their objectives;
Carry out all activities in a compliant manner in line with internal procedures and regulatory requirements.

Competencies / Skillset

Getting Things Done – Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure.
Communication & Sharing Knowledge – Confident, clear and accurate with all communication. Maintains accurate records and makes effective use of new technology.
Customer Service – Positive attitude to find solutions in line with TCF principles. Uses customer feedback to improve service.
Effectiveness & Adaptability – Able to maintain a high volume of work, striving for continual improvements. Understands individual contribution in relation to corporate objectives. Presents a positive image and approach to change.
Team Working – Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.
Client focus and concern for quality – good financial planning knowledge and ability to deliver advice in an understandable manner to clients, ensuring client satisfaction and retention
Actively participate in the sharing of knowledge – Financial Planners and the wider team
Market Knowledge – Maintain a full and proper understanding of the financial services market
Commercial Sense – manage each client relationship on a sustainable and profitable basis, dealing with issues promptly and appropriately

Experience / Qualifications

Must hold the CII Diploma in Regulated Financial Planning (DipPFS) qualification
Previous experience of providing financial planning advice to clients
Previous experience in business development and growing a client book

Job Types: Full-time, Permanent

Pay: £80,000.00-£120,000.00 per year

Application question(s):

We are seeking a Diploma Qualified Financial Planner: Do you have more than 8 years experience, this is essential to be considered
Do you have client relationship that you can transfer over in time. This will be favourable and have a positive impact on the basic salary on offer

Work Location: In person

Jenson Fisher

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