Financial Planner

Blakemore Recruitment; London; Hybrid; GBP 30,000 - 60,000; Full time

Job summary

A leading firm of financial advisers in Farnborough is looking for a Financial Adviser to provide comprehensive financial planning advice and service clients effectively. The role offers flexible home working, aiming to develop new business while maintaining a strong focus on compliance and client satisfaction.

Qualifications

• Diploma Level 4 minimum is essential.
• Pension transfer experience is crucial.
• Strong written and verbal communication skills required.

Responsibilities

• Provide effective and compliant Pension Liability Advice.
• Identify and develop business opportunities from clients and referrals.
• Conduct procedures in accordance with FCA’s principles.

Skills

Communication

Research and Analysis

Technical Knowledge

Pension Transfer Experience

Education

Diploma Level 4

Tools

IT Systems and Packages

Job description

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We are currently recruiting fora multi-award winning firm of financial advisers based inFarnborough who are looking to recruit a Financial Adviser. This role will be a telephone adviser based role with flexible home working.

The company's vision

Our vision is to be one of the leading financial advisory businesses in the UK with compellingpropositions, clear routes to market and efficient delivery in a regulated world. Our brand essenceis illuminating – we educate our clients, bring clarity to their finances and brighten their futures.

Summary

• To provide profitable, effective and compliant Pension Liability Advice to members of DefinedBenefit Salary schemes.
• To provide profitable, effective and compliant whole of market financial planning advice andongoing servicing to new pension transfer clients and the legacy client bank.
• To identify and develop new business opportunities from new Pension Liability Members, existingclients, introducers, referrals and achieving agreed revenue targets
• To conduct in accordance with the FCA’s Statement of Principles and Code of Practice forApproved Persons.
• To promote and provide a comprehensive and compliant service to existing clients within theactivities as defined and authorised by the company.
• To act and deliver in accordance with the TCF principles at all times.

Job Purpose:

• To provide cost efficient, effective and compliant whole of market/focused financial planningadvice to Pension Liability members, the legacy client bank and new clients.
• To identify and develop new business opportunities from existing clients, introducers andreferrals to achieve agreed activity targets.
• To conduct yourself accordance with the FCA’s Statement of Principles and Code of Practice forApproved Persons
• To promote and provide a comprehensive and compliant service to new and existing clientswithin the activities as defined and authorised by the company.

Knowledge:

• Pension Transfer Experience
• Technical and Product Knowledge
• Sound Operating Knowledge of IT Systems and Packages

Experience:

• Research, analysis and interpretation, file preparation and reportwriting.
• Strong written and verbal communication skill.
• Ability to work largely unsupervised, but to contribute andparticipate in team goals/objectives.
• Experienced in working with professional introducers.
• Experience of providing advice via telephone.

Qualifications:

• Achievement of Diploma Level 4 Minimum – Essential.