Financial Planner

Asset Recruit; Shaftesbury; On-site; GBP 50,000 - 95,000; Full time

Job summary

A well-established Financial Planning firm in Shaftesbury seeks Financial Planners to manage a client portfolio and support the MD. Candidates must hold a Level 4 Diploma in Financial Planning and have at least 3 years in financial advisory roles, focusing on high net worth clients. This role involves developing new business opportunities and providing comprehensive financial plans. Competitive compensation based on client base and achieved business fees will be offered.

Qualifications

• Minimum of Level 4 Diploma in Financial Planning required.
• At least 3 years of experience in financial advisory role.
• Experience in a fee-charging practice preferable.

Responsibilities

• Manage and develop the firm's client portfolio.
• Seek and develop new business opportunities.
• Provide strategic advice across financial products.
• Provide strategic advice across a variety of financial products and services (Pensions, Investments & Savings, Protection).
• Assess client\'s financial circumstances and develop comprehensive financial plans.
• Make recommendations to meet clients\' goals and ambitions.
• Cultivate the client base and build relationships.

Skills

Experience with high net worth clients

Client relationship development

Financial planning expertise

Pensions & investments

Education

Level 4 Diploma in Financial Planning

Job description

Overview

We are recruiting for Financial Planners for a well-established Financial Planning firm in Shaftesbury, Dorset. There will be a client bank provided with the role and the successful applicant will be supporting the MD and servicing a number of key HNW clients.

The successful candidate will hold a minimum of the Level 4 Diploma in Financial Planning and have at least 3 years in a financial advisory role. We are seeking to recruit a financial consultant who has substantial experience with high net worth clients. The consultant will be used to working in a fee charging practice and would have consistently achieved high levels of new business fees.

Responsibilities

• Looking after and developing the firm\'s portfolio of clients on a fee basis.
• To seek and develop new external business opportunities.
• Provide technical support for the business, as required.
• Provide strategic advice across a variety of financial products and services (Pensions, Investments & Savings, Protection).
• Assess client’s financial circumstances, understand their needs and develop a comprehensive financial plan.
• Make recommendations to clients that meet their goals and ambitions.
• Cultivate the client base and build relationships.

Qualifications

The candidate will be responsible for the following: The candidate will hold a minimum of the Level 4 Diploma in Financial Planning and have at least 3 years in a financial advisory role.

How to Apply / Additional Information

Please apply today if you have the correct experience and are looking to further your career in Financial Planning.

Please go to the Asset Recruit website, Facebook and LinkedIn pages to view all our current job opportunities. Should your application be successful we will contact you to discuss the role in more detail within 2 working days of receiving your application. In the event your application is unsuccessful, the information supplied may still be used in connection with future job opportunities. Due to the large number of applications we receive, should you not hear from us within one week then please assume your application has been unsuccessful however we may contact you regarding other roles in the future.