Financial Planner

Independent Resourcing Consultancy Ltd; Sefton; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A respected firm of Chartered Financial Planners in Liverpool is seeking an experienced Financial Planner to develop and maintain business streams. The candidate will provide tailored financial strategies and make investment management decisions. Key qualifications include a minimum of 5 years in financial services and progress towards Chartered status. This role offers a competitive compensation package that includes hybrid working options, bonuses, and personal development opportunities.

Benefits

25 days holiday plus bank holidays

Birthday Off

Cycle to work scheme

10 x death in service

PMI

Pension 5%

Bonus scheme

Qualifications

• 5 years working in financial services is required.
• Progress towards Chartered status is necessary.

Responsibilities

• Developing and maintaining Client relationships.
• Providing financial information and advice.
• Preparing for Client meetings with recommendations.

Skills

Client relationship management

Financial advice provision

Investment management

Education

Diploma in Regulated financial planning

Job description

Our client is a well respected firm of Chartered Financial Planners in Liverpool. 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.

Responsibilities

• 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.

Role responsibilities

• 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

Qualifications

• Minimum Diploma in Regulated financial planning working towards Chartered status
• Experience: 5 years working in financial services

Compensation Package

• 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

Equal Opportunity Statement

We are committed to diversity and inclusivity.