Financial Planner

Service Care; City Of London; On-site; GBP 50,000 - 200,000; Full time

Benefits offered by this job

Performance-based bonus

Pension with 6% employer contribution

Group Life Assurance (4x salary)

25 days holidays + bank holidays

Additional Christmas leave

Job summary

Service Care is seeking a Financial Planner in North London/Essex to deliver holistic financial planning to a growing client base. You will manage a transferable portfolio and be rewarded for expanding assets under management while acquiring new business through professional networks.

You will work with pensions, investments and retirement planning, supported by a strong client service culture. A Level 4 Diploma and several years of experience are essential for success.

Qualifications

• Diploma in Regulated Financial Planning (Level 4) or equivalent.
• Minimum three years' experience providing regulated financial advice.
• Proven ability to develop and grow client relationships.
• Track record of achieving new business and revenue targets.
• Experience advising on pensions, investments, and retirement planning.
• Strong interpersonal and presentation skills.
• Well-established professional network for referrals.

Responsibilities

• Deliver high-quality financial planning advice to clients.
• Conduct client review meetings and maintain contact.
• Grow assets under management and recurring revenue.
• Generate new business through relationships and networking.
• Collaborate with accountants, solicitors, introducers.
• Ensure advice meets quality and suitability standards.

Skills

Client relations

Communication

Business development

Pensions advice

Investment planning

Education

Diploma in Regulated Financial Planning (Level 4)

Job description

Job Title: Financial Planner

Location: North London/Essex

Salary: £50,000 - £200,000 DOE and portfolio

Service Care are delighted to be working with a returning client of ours who, due to expansion, are looking for a Financial Planner to join their team. You will have a transferable book of clients, which you will receive a fee for and continue to service these clients whilst growing your own book either organically or from retiring IFAs.

What you will be doing:

• Deliver high-quality, holistic financial planning advice to new and existing clients.
• Conduct client review meetings and maintain regular contact with clients.
• Identify opportunities to improve client outcomes through ongoing financial planning.
• Generate new business opportunities through personal relationships, networking and professional connections.
• Build relationships with key centres of influence including accountants, solicitors and other professional introducers.
• Demonstrate a track record of growing assets under management and recurring revenue through client acquisition and relationship development.
• Respond promptly and professionally to client enquiries.
• Utilise approved financial planning tools and research systems to support recommendations.
• Ensure all advice recommendations meet quality and suitability standards.

What you will have:

• Diploma in Regulated Financial Planning (Level 4) or equivalent
• Minimum three years' experience providing regulated financial advice.
• Proven ability to develop and grow client relationships.
• Demonstrable track record of achieving new business and revenue targets.
• Experience advising on pensions, investments and retirement planning.
• Strong interpersonal and relationship-building skills.
• Excellent communication and presentation skills.
• Strong commercial awareness.
• Ability to work independently and manage a portfolio of clients effectively.
• Well-established professional network with evidence of generating referrals and introductions.

In return you will receive:

• Base salary £50,000 - £200,000 depending on experience and value of portfolio
• Performance based bonus liked to KPIs
• 25 days holidays + bank holidays
• Additional leave of Christmas
• Pension with 6% employer contribution
• Group Life Assurance (4x annual salary)