Financial Planner

The Openwork Partnership; Swindon; On-site; GBP 50,000 - 65,000; Full time

Job summary

A leading company in the financial services sector is seeking a passionate Financial Planner to contribute to its growth. This role involves providing high-quality financial advice and acquiring new clients through various channels. The ideal candidate will possess a Level 4 Diploma in Financial Services and demonstrate excellent communication and organizational skills. The company offers competitive salary packages, bonuses, and a culture that values work-life balance and inclusion.

Benefits

Critial illness cover

Death in service – 4 x salary

Pension scheme

27 days holiday plus bank holidays

Flexible benefits including private medical insurance

Qualifications

• Experience in advising on wealth products is required.
• Ability to prioritize, meet deadlines, and work both independently and in a team.

Responsibilities

• Provide professional regulated financial planning advice to new and existing clients.
• Acquire new clients from sources and develop new business through referrals and marketing.
• Maintain client relationships and conduct review events.

Skills

Organized

Excellent communication skills

Self-motivated

Results-driven

Education

Level 4 Diploma in Financial Services

Job description

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We’re on a mission to make financial advice accessible to everyone – and we need passionate, driven people to help us do it. We're looking for an experienced Financial Planner to join our employed team, supporting our growth ambitions for the future.

You'll take accountability for the ongoing production of new business and new clients for our in-house advice offering.

Responsibilities include:

• Providing professional regulated financial planning advice to both new and existing clients.
• Ongoing service to practice clients by conducting servicing and review events.
• Acquiring and advising new clients from your own sources and developing new business through referral, networking, and marketing channels.

Benefits:

• Salary - up to £65,000
• Bonus scheme - on target bonus of 15%
• Pension scheme - contribute up to 5% of your salary, with Openwork matching and contributing an additional 5%
• Critical illness cover
• Death in service – 4 x salary
• 27 days holiday plus bank holidays, with the option to buy up to 10 additional days
• Flexible benefits including private medical insurance, dental insurance, and more.

Key Accountabilities:

Acquisition: Generate new business and clients through marketing activities, managing relationships with firms, acquired businesses, and referral sources.

Engagement: Explain our Business Proposition and Fee Structure to clients, matching our offerings to their needs.

Discovery: Gather relevant information to comply with our “Suitable Advice Framework” (SAF) and understand clients' needs to provide suitable recommendations.

Planning: Provide high-quality advice, regulated by The Financial Conduct Authority and our SAF and processes.

Implementation: Implement advised plans and recommendations via suitability reports and applications, ensuring timeliness and compliance.

Review: Maintain client relationships, ensuring ownership lies with Partnership Services, and always respecting this boundary.

Qualifications/Experience:

• Level 4 Diploma in Financial Services is essential.
• Proven expertise in advising on wealth products.

Skills and Competencies:

• Organized, able to prioritize, meet deadlines, and work independently and in a team.
• Excellent communication skills, both verbal and written.
• Self-motivated, cooperative, flexible, and enthusiastic.
• Results-driven with integrity and a passion for customer engagement.

Why us?

We are a dynamic, fast-growing company investing in our people and culture. Recognized as one of the Best 100 Large Companies to work for in 2022, we value individuality, inclusivity, and work-life balance, enabling you to bring your best self to work.