Financial Planner - London/South East - £40k-£55k

£40,000 - £55,000 yearly
  • MW Recruitment
  • London, UK
  • 15/11/2021
Full time Financial Planner

Job Description

Our client is a  financial planning firm that is very successful. An opportunity has arisen for a driven and ambitious financial planner.

The key focus of the role will be

To identify and provide financial planning advice to clients who meet the Company’s client and Investment Proposition. Maintain profitable long terms relationships with those clients in order to achieve their goals and aspirations, achieve agreed business plan and generate recurring revenue for the organisation

Key Accountabilities

• Responsible for identifying and engaging suitable clients, in part through developing a network of connections leading to client recruitment. Setting client expectations in line with the company Financial Planning model

• Proactively provide on-going advice to clients (both self-sourced and those provided by internal and external Business Partnering) at regular agreed intervals, taking account of changes in their personal circumstances and the regulatory and legislative environment

• Working in a team with the para-planners and professional support staff, ensure client instructions are executed in a timely manner and follow company process standards

• On an on-going basis identify and develop new opportunities with existing clients to ensure that the client’s portfolio fits with their requirements and optimises their investment and to identify any client referrals

• Work alongside the Financial Team when required to achieve best client outcomes

• Proactively engage with professional introducers and support them following company guidance

• Liaise with other professionals who support clients in the management of their affairs

• Responsible for remaining competent and up to-date on legislation as an adviser through qualifications, attendance at conferences and training

• Maintain all aspects of CPD/IDD requirement.

The ideal candidate will have

·Experience in a financial planning environment

·Excellent interpersonal skills

·Strong product knowledge

In return you can expect a supportive environment, with a proven structure that helps you succeed with excellent career progression, training and ongoing support.

• Please mention Financial Planning Today Jobs when applying / enquiring about this role •