Chartered Financial Planner (Lincolnshire, Peterborough, St.Albans)

TN United Kingdom; London; Hybrid; GBP 50,000 - 80,000; Full time

Job summary

A leading financial advisory firm seeks a Chartered Financial Planner in London to manage client relationships and provide expert financial advice. The role involves developing solutions for complex financial needs and achieving revenue targets through client engagement. Candidates should possess a strong sales record and extensive knowledge of the financial planning process, along with excellent communication skills.

Benefits

Salary Reviews

Generous Annual Leave

Flexible Working

Private Medical Insurance

Comprehensive Wellbeing Support

Professional Subscriptions

Inclusive Employer

Qualifications

• Strong sales record managing complex client relationships.
• Excellent verbal and written communication skills.
• Extensive knowledge of financial planning processes.

Responsibilities

• Manage client accounts focusing on high-value relationships.
• Develop solutions for complex financial planning needs.
• Achieve revenue targets through client retention and new business generation.

Skills

Sales

Customer Service

Communication

Organizational Skills

Problem Solving

Attention to Detail

Education

Chartered Financial Planner Status (CII)

Statement of Professional Standing (SPS)

Tools

Microsoft Office

Job description

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Chartered Financial Planner (Lincolnshire, Peterborough, St.Albans), London

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Client:

Moore Kingston Smith

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

9bb11a083fd1

Job Views:

3

Posted:

19.05.2025

Expiry Date:

03.07.2025

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Job Description:

Description

As a Financial Planner at MKS, you will develop and maintain a portfolio of existing and new clients by providing high quality advice and services to an agreed budget. You will need to develop an internal and external network of introducers to help grow the business, whilst also identifying and expanding the services we can offer to new and existing clients.

Your delivery of professional high-quality service to all clients, colleagues and other third parties is key to success. The right person shall exceed both internal and external client expectations.

This position will be based at our St.Albans office and also cover the Lincolnshire and Peterborough area.

Key Responsibilities

• Manage client accounts, focusing on high-value and complex relationships.
• Anticipate and respond to client needs promptly and flexibly to exceed expectations.
• Develop solutions for complex financial planning needs.
• Contribute to business objectives and development.
• Provide up-to-date and extensive technical financial planning advice.
• Advise clients within designated Permitted Areas of Activity.
• Maintain and develop strong relationships with new and existing clients.
• Build effective internal and external relationships to deliver efficient services and manage client expectations.
• Achieve revenue targets through client retention and new business generation.
• Ensure profitable growth by developing additional revenue from existing and new clients.
• Identify and develop new business opportunities across MKS areas.
• Ensure timely fee invoicing and agreed pricing, monitoring income to meet budgets.
• Adhere to engagement and re-engagement procedures with suitable protections.
• Prepare detailed fact finds, reports, presentations, and spreadsheets with the client support team.
• Follow internal policies, procedures, and regulations, putting clients at the heart of the business and addressing any shortcomings promptly.

Skills, Knowledge & Expertise

Experience

• Strong sales record, capable of managing and developing business from new and existing clients, including complex and high-value relationships.
• Service and sales oriented with outstanding customer service skills, able to translate client needs into engagements, and maintain a strong client network.
• Excellent verbal and written communication and presentation skills at all levels.
• Ability to articulate and agree on appropriate fees with clients, ensuring they understand the charges.
• Strong organisational skills, able to meet tight deadlines and manage multiple tasks.
• Ability to work under pressure, solve problems, and develop solutions.
• High accuracy and attention to detail in all work, including documentation standards.
• Positive approach to dealing with change.

Technical Skills & Knowledge

• Extensive, up-to-date technical knowledge of the financial planning process, including products, funds, pensions, markets, and regulatory standards.
• Keep abreast of key industry developments, market changes, and regulations.
• Proficient in Microsoft Office (Excel, Word, PowerPoint) and relevant internal systems/databases.
• Ensure fair treatment of customers, adhering to the principles of Consumer Duty.
• Awareness of regulatory requirements for 'advised' and 'non-advised' sales, with the necessary standards and knowledge for advising and making recommendations.

Essential Qualifications

• Chartered Financial Planner Status (CII) or higher.
• Maintain annual Statement of Professional Standing (SPS).
• Evidence of Continuing Professional Development (CPD) to maintain and enhance knowledge and skills.

Why work for MKS?

• Salary Reviews: Twice a year to recognise your contributions.
• Generous Annual Leave: Enjoy 25 days plus three days off at Christmas.
• Flexible Working: We're committed to a positive work-life balance, offering a hybrid working policy that prioritises your well-being and flexibility.
• Private Medical Insurance
• Comprehensive Wellbeing Support: Access to Digicare+, Employee Assistance Programme, and more!
• Professional Subscriptions: Invest in your growth and development.
• Inclusive Employer: Be part of a diverse team with equity, inclusion, and flexibility at the core.

At Moore Kingston Smith, we believe in the potential of people to make a positive impact, fuelled by the power of genuine understanding.

Working with small, medium and large clients, we are a multi-disciplinary advisory, tax and audit firm with expertise across multiple sectors, uniquely positioned to help people realise their ambitions.

Our London and regional teams deliver quality results locally and nationally, and worldwide alongside the Moore Global network.

Through respect, collaboration and active listening, understanding is at the heart of everything we do with our clients, colleagues and communities. We value people and projects that promote positive change for the future.