Financial Planner, up to £60k Basic Salary + Bonus + Benefits + Clients Provided

ZipRecruiter; Cambridge; On-site; GBP 60,000; Full time

Job summary

An established industry player is seeking a charismatic Financial Planner to join their dynamic team. This role offers an exciting opportunity to work with a steady flow of client leads, backed by comprehensive support. You will be responsible for delivering exceptional client service while adhering to regulatory standards. The ideal candidate will possess strong interpersonal skills, a commitment to professional development, and a solid understanding of financial planning. This is a fantastic chance to advance your career in a supportive environment that values ethical practices and client satisfaction.

Qualifications

• Minimum Level 4 Diploma in Financial Advice required.
• Excellent communication and negotiation skills are essential.

Responsibilities

• Provide high-level service to prospective clients during meetings.
• Generate and maintain a pipeline to meet business targets.

Skills

Sales Skills

Presentation Skills

Interpersonal Skills

Organisational Skills

Communication Skills

Negotiation Skills

Financial Planning Knowledge

Research and Analysis

Education

Level 4 Diploma in Financial Advice

Level 6 / Chartered Status

Job description

Job Description

Role: Financial Planner

Package: Up to £60,000 Basic Salary + Bonus + Benefits + Clients Provided

Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team. As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support. Due to the regular flow of leads available, the firm expect the successful individual to be writing high levels of business within the first 12 months; Crucially, 100% of your new business fees and 100% of your ongoing business fees will be incorporated into your bonus target.

Key Responsibilities

• You will speak with prospective clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations; You must outline with your clients the type of on-going service that they wish to receive.
• You will plan, work towards, and generate a pipeline that sufficiently meets your pre-agreed business targets; It is crucial that you contact all leads supplied within an agreed timescale and then update the business with progress as/when appropriate.
• You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations.
• You must utilise the research panel when selecting the tailored advice for your clients while ensuring that all client files are kept up to date and well maintained; You must construct reports in line with company standards.
• You will communicate and liaise effectively with the back-office, compliance, and management teams; It is imperative that you always provide clear, concise, and accountable information.
• You will have the desire to continue your professional development, whilst also increasing your technical knowledge in specialist advice areas.

About You

• You will hold the Level 4 Diploma in Financial Advice as a minimum; This can be via the CII, CISI, or LIBF. Level 6 / Chartered status is desired but not essential.
• You will be a confident, authentic, genuine, and charismatic individual with excellent sales and presentation skills; You must have exceptional interpersonal and organisational skills as-well as possess excellent communication and negotiation skills.
• You will be driven and highly motivated to achieve and exceed business targets.
• You must be hard working, enthusiastic, passionate, focused, and articulate with a strong commitment to delivering an excellent client experience and service; It is imperative that you always adopt highly moral, ethical, and professional approaches to your work.
• You will be eager to develop your career and will therefore possess a strong understanding of how you would like to achieve this; You will be prepared to undergo further study and training where appropriate.
• You must have excellent knowledge on all areas of financial planning (including investments, pensions, protection, retirement options, and tax planning); You must be able to research, analyse, and interpret a diverse range of information.
• You will have a strong ability to build and maintain long-term client relationships.
• You will have the ability to work individually as well as part of a team.
• You will have strong literacy, numeracy, and IT skills.
• You will be able to convey complex information, to a wide variety of people with various levels of understanding, both written and verbally.