Financial Planner: Build a Growing Private Client Book

fs talent; St Albans; On-site; GBP 55,000 - 85,000; Full time

Job summary

fs talent seeks an experienced Financial Planner to join the St Albans team on a permanent employed basis. The role focuses on building and developing a new client book, rather than inheriting an existing portfolio, supported by a strong platform with marketing activity, acquisition-led opportunities, internal referrals and dedicated support.

You will be commercial, proactive and able to cultivate client relationships over time, with no requirement to bring a transferable book.

Qualifications

• Level 4 Diploma in Financial Planning or equivalent.

Responsibilities

• Build and develop a portfolio of private clients.
• Provide holistic financial planning advice across pensions, investments, retirement planning, tax and protection.
• Develop new client relationships through referrals, internal opportunities, marketing activity and professional networks.
• Manage ongoing client relationships and identify further planning opportunities.
• Work closely with paraplanning, administration and compliance teams.
• Contribute to the wider growth of the St Albans office and business.

Skills

Financial planning experience

Client relationship development

Commercial acumen

Experience as a Financial Planner

Education

Level 4 Diploma in Financial Planning

Job description

fs talent seeks an experienced Financial Planner to join the St Albans team on a permanent employed basis. The role focuses on building and developing a new client book, rather than inheriting an existing portfolio, supported by a strong platform with marketing activity, acquisition-led opportunities, internal referrals and dedicated support.

You will be commercial, proactive and able to cultivate client relationships over time, with no requirement to bring a transferable book.