Financial Planner

Blakemore Recruitment; Cambridge; On-site; GBP 50,000 - 70,000; Full time

Job summary

Une société de planification financière près de Cambridge recherche un Financial Planner pour intégrer son équipe. Vous apporterez un conseil financier indépendant à une clientèle existante, en vous basant sur des années d'expérience dans le secteur. Ce rôle exige une qualification QCF Level 4, avec une préférence pour ceux ayant atteint ou en voie d'atteindre le niveau QCF Level 6.

Qualifications

• Minimum de 5 ans d'expérience dans les services financiers exigé.
• Niveau QCF 4 obligatoire et désirable QCF 6 ou en voie d'acquisition.
• Capacité à maintenir des normes professionnelles et à travailler sous pression.

Responsibilities

• Fournir des conseils financiers indépendants sur les pensions, investissements et protections.
• Gérer un portefeuille de clients issus d'un planificateur financier partant à la retraite.
• Maintenir la conformité selon les exigences de la FCA.

Skills

Communication

Gestion du temps

Proactivité

Education

QCF Level 4

QCF Level 6 (souhaité)

Job description

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We are currently recruiting for a Financial Planning firm near Cambridge who are looking to recruit a Financial Planner to join their team. Clients provided from retiring Financial Planner.

You will provide independent financial planning advice to the clients including areas such as Pensions, Investments, Protection and non-mainstream would be required to have a minimum of 5 years' experience working in financial services. You will have QCF Level 4 but it would be desirable that you have QCF Level 6 or nearing attainment of it.

Main Duties:

Requirements

• Minimum of 5 years' experience working in financial services:
• Always treating clients in a courteous and professional manner. Show respect for all clients, colleagues and business associates at all levels.
• Track record of satisfied clients and high level of retention of clients.
• Experience of working in a busy and dynamic office environment.
• Experiencing of managing a busy and varied workload.
• Experience in working to deadlines with changing priorities.

You should be self-motivated and pro-active, have the ability to cope under pressure and the ability and willingness to maintain a professional standard. You should possess a positive can-do work ethic.

It is an essential requirement that you have a QCF Level 4 or equivalent qualification and desirable that you are QCF Level 6 or nearing attainment of it.

You should be able to:

• Develop professional qualifications in line with requirements of the role specifically and the firm’s needs more generally.
• Have willingness to achieve and maintain a level of competence as required by the business.
• Complete all training prescribed by the firm within the timescales given.
• Ensure relevant CPD is maintained and recorded accurately
• Adhere to compliance requirements and procedures as guided by Risk Management and the Financial Conduct Authority regulator (FCA)