Financial Planner

IRCFS - International Recruiters - Connecting Financial Specialists Limited; Greater Manchester; On-site; GBP 40,000 - 56,000; Full time

Benefits offered by this job

Profit-related bonus

Phone & online-based client advice

Structured training programme

CAS support

Growth opportunities

Supportive adviser environment

Job summary

IRCFS - International Recruiters - Connecting Financial Specialists Limited seeks an Independent Financial Planner for a growing financial planning business. You will engage new clients by phone and online, complete fact finds and deliver compliant, independent recommendations across pensions, investments and protection.

You will work with the administration, research and compliance teams, focus on new business, and benefit from a structured four-week training programme plus support towards

Qualifications

• Level 4 Diploma in Financial Planning required.
• Minimum 2 years’ experience in a financial planning/adviser environment.
• Strong telephone and online client engagement skills.
• Knowledge of pensions, investments and protection.
• Comfortable working in a fast-paced, high-volume environment.
• Strong compliance and professional standards.
• CAS is not required.

Responsibilities

• Engage with new clients primarily via telephone and online meetings.
• Provide holistic independent advice across pensions, investments and protection.
• Deliver compliant and appropriate financial recommendations.
• Work closely with administration, research and compliance teams.
• Focus on new business and initial client engagement.

Skills

Phone engagement

Online meetings

Pensions knowledge

Investments knowledge

Protection knowledge

Compliance awareness

Fast-paced env

Education

Level 4 Diploma in Financial Planning

Job description

Client Advice Delivered via Phone & Online Meetings

We are working with our client, an established and growing independent financial planning business, to recruit an experienced Independent Financial Planner to join their expanding team.

This is an excellent opportunity for a Level 4 qualified adviser who enjoys the new business side of financial planning – engaging with new clients by phone and online, completing fact finds and delivering high-quality financial recommendations.

The Big Advantage?

Our client has a strong and consistent flow of inbound opportunities, allowing you to focus on what you do best – speaking with clients and providing independent financial advice.

The Role

You will:

• Engage with new clients primarily via telephone and online meetings
• Provide holistic independent advice across pensions, investments and protection
• Deliver compliant and appropriate financial recommendations
• Work closely with administration, research and compliance teams
• Focus on new business and initial client engagement

Ongoing annual reviews are handled separately by a dedicated client review team, allowing you to concentrate on new clients and new business.

What We’re Looking For

• Level 4 Diploma in Financial Planning
• Minimum 2 years’ experience within a financial planning/adviser environment
• Strong telephone and online client engagement skills
• Knowledge of pensions, investments and protection
• Comfortable working in a fast-paced, high-volume environment
• Strong compliance and professional standards
• CAS is not required

What’s On Offer?

• Additional profit-related bonus
• Phone and online-based client advice
• Structured four-week training programme
• Support towards achieving CAS
• Supportive and collaborative adviser environment
• Excellent growth and development opportunities

This could be an ideal opportunity for an adviser who loves speaking with new clients and delivering independent financial advice.