Financial Planner

Service Care Solutions; Enfield; On-site; GBP 50,000 - 200,000; Full time

Benefits offered by this job

25 days holidays + bank holidays

Christmas leave

Pension with 6% employer contribution

Group Life Assurance (4x annual salary

Job summary

Service Care Solutions is recruiting a Financial Planner to join a returning client due to expansion. You’ll manage a transferable book of clients, receive fees, and grow your own portfolio either organically or from retiring IFAs.

You will provide holistic financial planning, conduct client reviews, identify opportunities to improve outcomes, and build relationships with accountants, solicitors and other introducers.

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.

Responsibilities

• 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.

Skills

Interpersonal skills

Communication & presentation

Client relationship management

Networking

Independent work

Education

Diploma in Regulated Financial Planning (Level 4)

Job description

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.
• 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
• Gorup Life Assurance (4x annual salary)