Hybrid Client-Servicing Financial Planner (Diploma Qualified)

CV Elite Ltd; Greater London; Hybrid; GBP 63,000 - 77,000; Full time

Benefits offered by this job

Bonus

Hybrid working

Professional qualifications support

Life cover

Pension

Private medical insurance

25 days holiday

Job summary

Butler Toll Financial Planners in Swindon, Wiltshire, is seeking a Client Servicing Financial Planner. The role supports an established portfolio of clients, offering ongoing service with development of technical knowledge. Employment is with an independent planning firm that emphasises relationships and service.

The successful candidate will be diploma qualified, ready to learn, and comfortable transitioning into advisory duties. Flexible/hybrid work and progression opportunities are available.

Qualifications

• DipPFS or equivalent professional qualification.
• Strong client-facing experience or transferable wealth of professional services experience.
• Excellent interpersonal and communication skills with high emotional intelligence.

Responsibilities

• Conduct annual client reviews and confirm ongoing suitability of existing arrangements.
• Provide advice and support on withdrawals, encashments and top-ups to existing plans.
• Maintain strong professional relationships and ensure high level of service for clients.

Skills

Client relationship building

Communication skills

Analytical thinking

Organisation

Team player

Education

DipPFS or equivalent

Job description

Butler Toll Financial Planners in Swindon, Wiltshire, is seeking a Client Servicing Financial Planner. The role supports an established portfolio of clients, offering ongoing service with development of technical knowledge. Employment is with an independent planning firm that emphasises relationships and service.

The successful candidate will be diploma qualified, ready to learn, and comfortable transitioning into advisory duties. Flexible/hybrid work and progression opportunities are available.