Chartered Financial Planner

Bond Recruitment; Sefton; Hybrid; GBP 42,000 - 65,000; Full time

Benefits offered by this job

25 days holiday

Birthday off

Hybrid working

Cycle to work

Death in service 10x

PMI

Job summary

Bond Recruitment is working with a well respected firm of Chartered Financial Planners in Merseyside to recruit an experienced Financial Planner. The role involves developing new business, maintaining client relationships, and advising on financial strategies and investments.

Requirements include a minimum Diploma in Regulated Financial Planning with progress toward Chartered status and around five years' experience.

Qualifications

• Minimum Diploma in Regulated financial planning, working towards Chartered status.
• Experience: 5 years in financial services.

Responsibilities

• Develop new financial advice business to meet targets.
• Prepare for client meetings, including financial recommendations and presentations.
• Run and manage client meetings and follow-up with meeting notes.
• Ensure compliance and regulatory requirements are met for all client work.
• Provide ongoing reviews and tailored financial guidance to clients.

Skills

Client relations

Financial planning

Regulatory compliance

Targets achievement

Education

Diploma in Regulated FP

Job description

Our client is a well respected firm of Chartered Financial Planners in Merseyside, Due to the continued growth of the business they are looking to recruit an experienced Financial Planner

The role of the Financial Planner is to develop new and maintain existing business streams, and to inform Clients of financial strategies and plans appropriate to their needs and objectives. The Financial Planner will also be involved in making investment management decisions.

Key Contributions and Outputs

• Developing and maintaining Client relationships to help maintain business flow and meet agreed targets
• Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
• Promoting the profile of the business within the profession and wider communities
• Providing financial information and advice to Clients, appropriate to their individual needs
• Continuous professional development to meet regulatory requirements and personal development needs
• Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.

The role holder has primary responsibility for:

• The development and acquisition of new financial advice business to ensure that business targets are met
• Some technical aspects of preparing for Client meetings, including financial recommendations and Client presentations
• Running and managing Client meetings
• Preparation of meeting notes and fact finding documentation
• Ensuring that all Client requirements are followed through to the appropriate conclusion
• Managing an ongoing review service appropriate to the Client’s needs in line with the business’s proposition offering
• Individual workflow and task delivery

Requirements

Qualifications:

Min Diploma in Regulated financial planning working towards Chartered status Experience: 5 years working in financial services

Company benefits:

• 25 days holiday plus bank holidays
• Birthday off
• Hybrid working once probation is passed
• Cycle to work scheme
• 10 x death in service
• PMI