Financial Planner

TN United Kingdom; England; On-site; GBP 35,000 - 65,000; Full time

Job summary

An established industry player is seeking an experienced Financial Planner to join their dynamic team in Merseyside. This role involves developing new business streams, maintaining client relationships, and providing tailored financial strategies. The ideal candidate will have a strong background in financial services, with at least five years of experience and a commitment to professional development. Enjoy a hybrid working environment and a range of benefits, including generous holiday allowances and a bonus scheme, within a supportive and compliant framework. If you are passionate about helping clients achieve their financial goals, this opportunity is perfect for you.

Benefits

25 days holiday plus bank holidays

Birthday off

Hybrid working after probation

Cycle to work scheme

10 x death in service

Private Medical Insurance (PMI)

5% Pension

Bonus scheme

Qualifications

• 5 years of experience in financial services required.
• Working towards Chartered status in financial planning.

Responsibilities

• Develop and maintain client relationships to meet business targets.
• Provide tailored financial advice and manage client meetings.

Skills

Client relationship management

Financial planning

Investment management

Regulatory compliance

Education

Diploma in Regulated financial planning

Job description

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Location:

Bootle, United Kingdom

Job Category:

Finance

EU work permit required:

Yes

Job Reference:

003b068842d6

Job Views:

9

Posted:

21.03.2025

Expiry Date:

05.05.2025

Job Description:

Our client is a well-respected firm of Chartered Financial Planners in Merseyside. Due to the continued growth of the business, they are looking to recruit an experienced Financial Planner.

The role of the Financial Planner is to develop new and maintain existing business streams, and to inform Clients of financial strategies and plans appropriate to their needs and objectives. The Financial Planner will also be involved in making investment management decisions.

Qualifications:
Min Diploma in Regulated financial planning working towards Chartered status
Experience: 5 years working in financial services

Key Contributions and Outputs:

• Developing and maintaining Client relationships to help maintain business flow and meet agreed targets
• Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
• Promoting the profile of the business within the profession and wider communities
• Providing financial information and advice to Clients, appropriate to their individual needs
• Continuous professional development to meet regulatory requirements and personal development needs
• Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.

The role holder has primary responsibility for:

• The development and acquisition of new financial advice business to ensure that business targets are met
• Some technical aspects of preparing for Client meetings, including financial recommendations and Client presentations
• Running and managing Client meetings
• Preparation of meeting notes and fact-finding documentation
• Ensuring that all Client requirements are followed through to the appropriate conclusion
• Managing an ongoing review service appropriate to the Client's needs in line with the business's proposition offering
• Individual workflow and task delivery

Company benefits:
25 days holiday plus bank holidays
Birthday off
Hybrid working once probation is passed
Cycle to work scheme
10 x death in service
PMI
Pension 5%
Bonus scheme