Financial Planner

Jenson Fisher; London Borough of Harrow; On-site; GBP 54,000 - 66,000; Full time

Job summary

Jenson Fisher in London is seeking an experienced Financial Planner to manage an existing client bank and actively develop new business opportunities. You will provide comprehensive financial planning to help clients achieve their objectives and drive growth for the firm.

Candidates should hold the DipPFS qualification and have a track record of delivering high-quality financial advice, with strong relationship-building and business development skills.

Qualifications

• Must hold the CII Diploma in Regulated Financial Planning (DipPFS) qualification.
• Previous experience of providing financial planning advice to clients.
• Previous experience in business development and growing a client book.

Responsibilities

• Manage an existing client bank and maintain strong relationships.
• Target the acquisition of new clients through business development activities.
• Contact unengaged clients to rebuild relationships with financial planning advice.
• Refer clients to other services and specialists as appropriate.
• Provide ongoing service and conduct annual reviews with clients.
• Carry out activities in a compliant manner in line with procedures and regulatory requirements.

Skills

Getting Things Done

Communication

Customer Service

Adaptability

Team Working

Client focus

Market Knowledge

Commercial Sense

Education

DipPFS (CII Diploma in Regulated Financial Planning)

Job description

Financial Planner - Client Bank & New Clients Provided!

To £60,000, plus bonus

Harrow

Due to continued expansion, we have been retained by a boutique 'whole of market' Financial Planning firm, to recruit an experienced Financial Planner, with strong account management skills.

Responsibilities

• Managing an existing client bank
• Targeting the acquisition of new clients for the Firm through Business Development activities; pro-actively representing the business and taking the initiative to meet new potential clients;
• Contacting clients that are currently unengaged with their service, rebuilding the relationship through financial planning advice;
• Actively refer clients and prospects to other services and specialisms offered.
• Service clients on an ongoing basis, conducting annual reviews and ensuring that the client remains on track to achieve their objectives;
• Carry out all activities in a compliant manner in line with internal procedures and regulatory requirements.

Competencies / Skillset

• Getting Things Done - Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure.
• Communication & Sharing Knowledge - Confident, clear and accurate with all communication. Maintains accurate records and makes effective use of new technology.
• Customer Service - Positive attitude to find solutions in line with TCF principles. Uses customer feedback to improve service.
• Effectiveness & Adaptability - Able to maintain a high volume of work, striving for continual improvements. Understands individual contribution in relation to corporate objectives. Presents a positive image and approach to change.
• Team Working - Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.
• Client focus and concern for quality - good financial planning knowledge and ability to deliver advice in an understandable manner to clients, ensuring client satisfaction and retention
• Actively participate in the sharing of knowledge - to both Wealth/Financial Planners and Investment Managers
• Market Knowledge - Maintain a full and proper understanding of the financial services market
• Commercial Sense - manage each client relationship on a sustainable and profitable basis, dealing with issues promptly and appropriately

Experience / Qualifications

• Must hold the CII Diploma in Regulated Financial Planning (DipPFS) qualification
• Previous experience of providing financial planning advice to clients
• Previous experience in business development and growing a client book