Chartered Financial Planner

Lime People Search & Select Ltd; Nottingham; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A financial advisory firm in Nottingham is seeking a Chartered Financial Adviser to manage client portfolios and provide holistic financial planning advice. Responsibilities include collaborating with paraplanners, conducting client reviews, and meeting prospective clients. The ideal candidate has experience in pension transfer advice and cash flow modelling, alongside strong communication skills. Hybrid working options are available with a competitive salary.

Benefits

Competitive salary

Hybrid working options

Qualifications

• Chartered Financial Adviser (or close to Chartered qualification).
• Pension Transfer qualifications and experience in defined benefit pension advice.
• Experience with holistic financial planning.
• Cash flow modelling experience, ideally using Voyant.
• Strong communication skills.

Responsibilities

• Work collaboratively with paraplanners to advise clients.
• Manage a portfolio of clients with scheduled reviews.
• Meet prospective clients to assess their needs.
• Support other team members with technical knowledge.
• Nurture client and professional relationships.

Skills

Chartered Financial Adviser

Technical knowledge

Client relationship management

Cash flow modelling

Effective communication

Tools

Voyant

Job description

Overview

My client is a fully independent Financial Advisory firm, providing both businesses and individuals with sound Financial Planning and Financial Advice across Investments, Inheritance Planning, Retirement Planning, Cash Flow Planning and Investment & Tax Planning for Businesses since 2014. Focusing on goals-based holistic Financial Planning.

Responsibilities

• Working collaboratively with paraplanners to give advice to clients to help them best achieve their goals. Present lifetime cashflow forecasts with multiple scenarios. Also present financial plans with our advice, and suitability reports for regulated recommendations.
• Managing a portfolio of clients, delivering scheduled reviews, and all advice needed during the year.
• Meeting prospective clients to assess the advice they need and propose how we can best help them.
• With strong technical knowledge, support other members of the Balance team.
• Nurture all client relationships, as well as important professional relationships.

Qualifications and Requirements

• Chartered Financial Adviser (possibly will consider someone who is very close to Chartered qualification level) with strong technical knowledge and bringing with you a number of years of Technical Paraplanning experience.
• Have Pension Transfer qualifications and experience in preparing defined benefit pension advice.
• Work holistically, and be able to see a client''s "big picture" and work out how they can best achieve their life goals.
• Experience with the Kinder Institute life planning approach or similar; comfortable in a wide range of Financial Planning areas.
• Cash flow modelling experience, ideally using Voyant, and be an effective communicator at all levels.

Benefits

A great salary is offered with this role, as well as hybrid working options.