Chartered Financial Planner

JR United Kingdom; Liverpool; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking an experienced Chartered Financial Advisor to join their expanding team. In this pivotal role, you will leverage your 3+ years of financial planning expertise to build and maintain strong client relationships while participating in investment management decisions. This position offers the opportunity to enhance the business profile within the profession and wider communities, ensuring you meet KPIs and engage in continuous professional development. If you have a proven record of winning new business and developing introducer relationships, this role is perfect for you.

Qualifications

• 3+ years of experience in financial planning and advising clients.
• Proven track record of winning new business and developing relationships.

Responsibilities

• Develop and maintain client relationships to sustain business flow.
• Provide tailored financial advice based on individual client needs.

Skills

Financial Planning

Client Relationship Management

Investment Management

Business Development

Education

Chartered Financial Advisor Qualification

Job description

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Our client is a Chartered boutique IFA, multi-award winning, and expanding their team by adding an experienced, Chartered Financial Advisor.

You should have 3+ years of financial planning experience, advising clients, with a proven record of winning new business and developing introducer relationships. You will take over existing clients and build upon these relationships. The Financial Planner will also participate in making investment management decisions.

Key Contributions and Outputs

1. Developing and maintaining client relationships to sustain business flow and meet KPIs.
2. Developing and maintaining internal relationships to support business targets.
3. Enhancing the business profile within the profession and wider communities.
4. Providing tailored financial advice to clients based on their individual needs.
5. Engaging in continuous professional development to meet regulatory and personal growth requirements.
6. Conducting business responsibly and compliantly, adhering to all legislative requirements internally and externally.