Financial Planner

JR United Kingdom; Essex; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading professional practice is seeking an experienced Financial Planner to cover Essex and surrounding areas. The role involves liaising with clients, constructing financial solutions, and providing high standards of client care. This opportunity offers full support for paraplanning and administration in a growing regional practice recognized for its strong culture and top professionals.

Qualifications

• Qualified Level 4 Diploma in Financial Planning; working towards Chartered status is ideal.
• Experience working with accountants is advantageous.
• Good knowledge of tax planning strategies for personal and corporate investments.

Responsibilities

• Liaising with potential clients and developing new business relationships.
• Constructing suitable solutions based on best advice principles.
• Delivering high standards of client care throughout the advisory process.

Skills

Client Relationship Management

Communication Skills

Tax Planning Strategies

Holistic Financial Planning

Education

Level 4 Diploma in Financial Planning

Job description

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Nigel James Associates is working with a leading professional practice with a wealth management arm seeking an experienced Financial Planner to cover Essex and the surrounding areas.

Key Responsibilities:

1. Liaising with potential clients via internal referrals and developing appropriate new business relationships.
2. Constructing suitable solutions based on the principles of best advice and implementing them as agreed with clients.
3. Delivering high standards of client care by demonstrating sound competence throughout all stages of the advisory process.

Travel to appointments and cover other regional offices may be required, so a driving licence and car are essential.

Requirements:

• Qualified Level 4 Diploma in Financial Planning; working towards Chartered status is ideal.
• Experience working with accountants is advantageous.
• Ability to build long-term client relationships.
• Confident communication skills with Partners and other business areas.
• Good knowledge of tax planning strategies for personal and corporate investments.
• Holistic understanding of protection, pension, and investment planning.

This role offers an exciting opportunity to join a leading, growing regional practice recognized as a market leader with a strong culture and top professionals.

Full support is provided for paraplanning and administration.