Financial Advisor

CV Elite Limited; Rearsby; Hybrid; GBP 90,000 - 110,000; Full time

Job summary

Optimum Path Financial Planning, a Chartered and Accredited firm based in Leicestershire, seeks a Financial Planner to service an established client base and attract new business. You will deliver holistic, independent financial planning and support client goals for growth and retirement planning.

The role offers a clear Chartered progression, a pathway to Senior Leadership/Directorship, and potential share ownership, with a flexible hybrid working pattern and a strong benefits package.

Qualifications

• Qualified Financial Adviser or Associate Financial Planner/Paraplanner with extensive client-facing experience.
• Experience working with complex, High Net Worth clients.
• Diploma in Financial Planning and pursuit of Chartered status with support provided.

Responsibilities

• Serve and grow an established client portfolio with a holistic approach.
• Generate new business through referrals and networking.
• Lead client meetings, delivering personalised financial planning services.
• Prepare life planning, cashflow forecasting, investments, pensions and estate planning.
• Collaborate with Paraplanning and Technical teams to ensure accurate advice.
• Ensure regulatory and compliance standards are met and promote best practices.

Skills

Client relationship mgmt

HNW client experience

Holistic financial planning

Business development

Education

Diploma in Financial Planning (Dip PFS, Level 4)

Tools

Voyant

Job description

The Role:

I am recruiting a Financial Planner (Financial Adviser, Financial Advisor, IFA) on behalf of Optimum Path Financial Planning, a leading Chartered and Accredited Financial Planning firm based in Leicestershire (LE7). The successful candidate will either be a qualified Financial Adviser or an Associate Financial Planner/Paraplanner with extensive client facing experience and who is ready to step into advising. Providing fully holistic, independent lifestyle financial planning, this is an employed role, where you will work with and develop existing, HNW clients, as well as support with the generation of new business through referrals and networking, contributing to the on-going growth of the business.

The Opportunity:

The successful Financial Planner (Financial Adviser, Financial Advisor, IFA) will be supported in achieving Chartered status (if not already attained) and will have the opportunity to make a meaningful impact on the future growth and success of the business. In recognition of your contribution, there will be a pathway to a Senior Leadership/Directorship role, alongside the opportunity for share ownership.

The Person:

The successful Financial Planner will be a warm relationship builder who is caring, service orientated and values led, with the experience required to deliver a holistic financial planning service of the highest standard, providing clarity and empowering frequently complex, HNW clients to make informed decisions. You will be aspirational and keen to make a significant contribution to the growth of a progressive and ambitious firm while being invested in, valued and rewarded accordingly.

Salary and Benefits:

Up to £100,000 basic salary (dependant on experience) plus an exceptional benefits package including profit share + pension (8% employers contribution) + on-going professional development (including study leave and fully funded study material and exams) + 33 days holiday + private medical insurance + income protection benefit + death in service (4x salary) + flexible and hybrid working (c.2 days a week home working) + free parking, free electric vehicle charge and a cycle to work scheme.

The Company:

Optimum Path Financial Planning are a Chartered and Accredited Financial Planning firm, based in beautiful offices in Rearsby, Leicestershire. With a rich 45-year history, they seamlessly blend tradition with innovation and are positioned at the cutting edge of the financial planning profession. Primarily working with knowledge workers (engineers, academics, analysts etc.) and owners of knowledge businesses, they help them plan for, move into and enjoy their early retirement. They provide tech-driven, personalised financial planning supported by investment expertise, and a strategic approach that maximises efficiency, effectiveness and success.

Optimum Path are proud to have won multiple awards including New Model Adviser Top 100, Certified Financial Planning Professional of the Year, Small Advice Firm of the Year and Money Marketing IFA Firm of the Year, and this year they were awarded CISI Accredited Financial Planning Firm of the Year. From the outset they have been committed to playing an active role in their community, supporting charities and giving back to their local and wider community in Leicestershire. Social responsibility is also a cornerstone of their ethos, with environmental and sustainable solutions being a focus within both the team s culture and client interactions.

Providing the highest levels of service and really caring about client outcomes results in exceptional levels of client retention, and growth comes through client referral and recommendation. They are a forward-thinking company, who are embracing of technology, adaptable to change and always striving to improve, working collaboratively and involving the team in their strategic direction. The successful Financial Planner will therefore enjoy a highly rewarding career, working for an award winning and progressive company that invests in their team and values and rewards individual contributions.

Financial Planner (Financial Adviser, Financial Advisor, IFA), Responsibilities:

• Service and develop strong relationships with an established portfolio of clients.
• Generate new business through referral and networking.
• Conduct client meetings, providing a highly personalised, holistic financial planning service.
  • Life planning and goal setting
  • Cashflow forecasting (using Voyant).
  • Investment and portfolio construction.
  • Pension and retirement planning.
  • Inheritance tax and estate planning
  • Contingency planning
  • Capital protection.
  • Ongoing investment and portfolio reviews.
• Collaborate with the Paraplanning and Technical support team to ensure all technical advice is expertly prepared prior to meetings and that all client wishes are followed in an appropriate and timely manner.
• Ensure all regulatory and compliance standards are met.
• Contribute to the ongoing growth and development of best practice within the business.

Financial Planner (Financial Adviser, Financial Advisor, IFA), Skills and Experience:

• Experience of working as a Financial Adviser, providing a comprehensive Financial Planning service OR an Associate Financial Planner or Paraplanner, with extensive client facing experience, ready to transition into advising.
• Experience of working with complex, HNW clients.
• Experience of all areas of financial planning cashflow forecasting, taxation, investment portfolio management, pensions, protection, estate planning etc.
• Diploma in Financial Planning (Dip PFS, Level 4) and either Chartered or keen to work towards becoming a Certified/Chartered Financial Planner (support with this will be provided).
• A critical thinker and emotionally intelligent relationship builder, with a caring, customer centric approach.
• An aptitude for technology, embracing of change, quality focused, analytical with excellent attention to detail.
• A collaborative team player who is self-driven, results oriented, reliable and determined.