Chartered Financial Planner

Attivo Group; Harrogate; Hybrid; GBP 40,000 - 80,000; Full time

Job description

Chartered Financial Planner

About Attivo:

Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest – an approach that builds trust with our clients and inspires their financial confidence.

Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients lifestyle needs.

Whether you’re a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.

About the role:

As a Chartered Financial Planner, you will provide high calibre, long-term tax and Lifestyle Financial Planning services to clients of Attivo. You will build strong, long-term client relationships and ensure that the client's needs are satisfied compliantly and efficiently. You will maximise new business opportunities and retain the group's growing client base.

You will be an ambassador of Attivo, representing its core values and company behaviours, raising the profile of the business and the profession with internal and external stakeholders.

This role involves the management of an existing client bank so previous experience of delivering advice is essential. The majority of the advice will be delivered virtually so this role supports hybrid working, with office attendance required for one to ones and training, approximately twice per month.

About you:

You are an experienced Chartered Financial Planner with a proven track record of delivering a high level of service and building and nurturing a client base. Your excellent interpersonal and communication skills, both written and verbal, enable you to connect with clients to ensure their expectations are being met.

You are highly organised with the ability to manage your caseloads to ensure all requests are dealt with effectively and efficiently. You are able to work under pressure, using your initiative whilst maintaining a professional standard and discretion.

You have achieved your Advanced Diploma in Regulated Financial Planning. You may not yet have achieved CAS status, but this would be advantageous.

Key Responsibilities include:

• Conduct in-depth reviews of clients' financial circumstances and future aims, aligning with Lifestyle Financial Planning principles.
• Ensure adherence to compliance procedures to safeguard the company by meeting all regulatory aspects of the role.
• Develop your product, technical and regulatory knowledge to stay up to date with the latest financial regulations.
• Actively seek opportunities for client growth through referrals and self-generation.
• Adhere to AML requirements and deliver suitability reports within prescribed timescales.
• Follow through with clients and providers to ensure business is completed in a timely manner.
• Escalate any breaches or concerns to a Regional Director or Compliance team member promptly.
• Maintain a high standard of file quality.
• Maintain continuous professional development records and comprehensive knowledge of pensions, investments, and estate planning.

Essential skills and experience

• Advanced Diploma in Regulated Financial Planning with the CII.
• Proven track record of providing high levels of service and advice.
• Excellent interpersonal, listening, numerical and IT skills
• Strong analytical and research skills
• Excellent report writing and written/verbal communication skills
• Good organisational, time management, and caseload management skills
• Ability to work on own initiative, sometimes for long time periods
• Professional, ethical and discreet
• Ability to build and maintain ongoing client relationships
• Ability to work well under pressure while maintaining excellent attention to detail

Desirable skills and experience

• Chartered Fellow status with the CII
• Pension Transfer Specialist
• Educated to Degree level
• Experience of Intelliflo

Salary and benefits

Negotiable depending on experience and qualification. Attivo also offers:

• Non-contributory Pension Scheme
• Private Medical Insurance
• Income Protection, Critical Illness
• Death in Service
• London Living Allowance for employees within M25
• Excellent Family Friendly policies, including enhanced Maternity and Paternity
• Generous holiday allowance
• Rising with length of service
• Work from home and flexible working policies
• Subsidised parking
• Excellent culture, promoting employee wellbeing and engagement.

Recruitment Policy

Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible.

Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA). This may include but not limited to adverse financial history, criminal records, UK directorship and disqualifications check.

Attivo do not use recruitment agencies as we respectfully ask that agencies do not contact us in regard to posts advertised on this site.

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