Holistic Financial Planner — Build Lasting Client Relationships

Grove Talent Solutions; Hatching Green; On-site; GBP 60,000 - 80,000; Full time

Benefits offered by this job

Competitive bonus

5% employer pension contribution

Death in Service cover

25 days annual leave plus bank holiday

Private medical insurance

CII qualification support

Job summary

Grove Talent Solutions in Harpenden is seeking an experienced Financial Planner to join its growing team. You will inherit an existing client bank while benefiting from a steady flow of new enquiries generated through referrals and the firm's strong brand presence.

Working closely with the Financial Planning Director, you will provide holistic financial planning advice tailored to clients' circumstances and long-term objectives.

Qualifications

• Level 4 Diploma in Financial Planning is essential.
• Experience as a financial adviser in a planning or IFA environment.
• Excellent verbal and written communication skills.

Responsibilities

• Provide holistic financial planning across pensions, investments, protection and IHT planning.
• Conduct fact-finding meetings, cashflow modelling and suitability assessments.
• Create tailored financial plans aligned with client objectives and risk profiles.
• Build long-term client relationships through reviews and proactive communication.
• Ensure advice meets regulatory requirements and internal standards.
• Work with paraplanners to produce research and suitability reports.
• Stay updated with legislation changes and market developments.

Skills

Communication skills

Client relationships

Education

Level 4 Diploma in Financial Planning

Job description

Grove Talent Solutions in Harpenden is seeking an experienced Financial Planner to join its growing team. You will inherit an existing client bank while benefiting from a steady flow of new enquiries generated through referrals and the firm's strong brand presence.

Working closely with the Financial Planning Director, you will provide holistic financial planning advice tailored to clients' circumstances and long-term objectives.