Experienced Financial Planner

ZipRecruiter; Witney; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

Join a growing Financial Planning practice in Witney as an Experienced Financial Planner. This hybrid role offers flexibility to work from home while providing comprehensive financial planning advice and building strong client relationships. You will play a key role in growing the business by identifying new opportunities and staying updated with market trends.

Qualifications

• Minimum of 3-5 years experience in financial planning.
• Proven track record in business development.
• Relevant financial planning qualifications.

Responsibilities

• Provide comprehensive financial planning advice to clients.
• Develop and maintain strong client relationships.
• Identify and pursue new business opportunities.
• Conduct regular reviews and adjustments of clients' financial plans.

Skills

Financial Planning

Personal Financial Planning

Business Development

Client Relationship Management

Communication Skills

Analytical Skills

Education

Certified Financial Planner Certification

Level 4 Financial Qualification

Job description

Job Description

We are currently recruiting for a Financial Planning practice in Witney who are looking to recruit an Experienced Financial Planner to join their growing business. This is a great opportunity to join an amazing growing company. They have clients and leads provided. They are looking for someone who has good business development experience and converting leads.

Company Description

The company offers personalised financial planning services to help clients plan ahead, protect their assets, and future-proof their finances. The company's approach is to listen to clients' worries and dreams before providing tailored financial planning without product push or false promises. The company aims to help clients realise their goals and gain peace of mind through smart and efficient advice.

Role Description

This is a full-time hybrid &/or Office based role for an experienced Financial Planner. The Financial Planner will be responsible for day-to-day financial planning tasks in Long Hanborough with the flexibility to work from home as needed:

• Provide comprehensive financial planning advice to clients.
• Develop and maintain strong client relationships.
• Identify and pursue new business opportunities.
• Conduct regular reviews of clients' financial plans and make necessary adjustments.
• Stay up-to-date with financial regulations and market trends.

Requirements:

• Minimum of 3-5 years of experience in a financial planning role.
• Proven track record in business development.
• Strong client relationship management skills.
• Excellent communication and interpersonal skills.
• Relevant financial planning qualifications.

Qualifications

• Financial Planning and Personal Financial Planning skills
• Minimum level 4 or Certified Financial Planner certification
• Finance and Retirement Planning expertise
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal abilities
• Experience in financial services industry