Client-Bank Focused Financial Planner – Growth

Jenson Fisher; St Albans; On-site; GBP 80,000 - 100,000; Full time

Job summary

Jenson Fisher is looking for an experienced Financial Planner to manage and develop an existing client bank. This full-time role, based in St Albans, offers a competitive salary between £80k-100k plus bonus. The firm values a collaborative culture and requires a client-centric approach to financial advice.

The successful candidate will take on responsibilities such as managing client relationships, acquiring new clients, and ensuring high-quality service delivery. Qualified candidates must possess the CII Diploma in Regulated Financial Planning.

Qualifications

• Must hold the CII Diploma in Regulated Financial Planning (DipPFS) qualification.
• Previous experience of providing financial planning advice to clients.
• Previous experience in business development and growing a client book.

Responsibilities

• Managing an existing client bank of clients.
• Pro-actively acquiring new clients through business development.
• Conducting annual reviews ensuring clients achieve objectives.
• Delivering compliant financial planning advice.

Skills

Financial planning knowledge

Client relationship management

Business development

Communication skills

Teamwork

Education

CII Diploma in Regulated Financial Planning (DipPFS)

Job description

Jenson Fisher is looking for an experienced Financial Planner to manage and develop an existing client bank. This full-time role, based in St Albans, offers a competitive salary between £80k-100k plus bonus. The firm values a collaborative culture and requires a client-centric approach to financial advice.

The successful candidate will take on responsibilities such as managing client relationships, acquiring new clients, and ensuring high-quality service delivery. Qualified candidates must possess the CII Diploma in Regulated Financial Planning.