Hybrid Financial Planner & Coaching Specialist

Charles Stanley; Greater London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A financial services provider is seeking a Financial Planner to deliver financial planning and coaching services. You will engage with clients to improve understanding and outcomes, collaborate with marketing for lead generation, and uphold regulatory standards. An ideal candidate should have a relevant degree, Level 4 CII qualification, and experience in providing financial advice. This role demands strong technical knowledge and excellent communication skills, as well as compliance with FCA rules.

Qualifications

• Preferred degree level or equivalent.
• Commitment to achieve Chartered Financial Planner status.
• Experience in financial planning and cash flow planning.

Responsibilities

• Engage with leads to increase prospect conversion.
• Support clients and deliver positive outcomes.
• Collaborate with marketing for lead generation.
• Provide cover for other services and guidance.
• Ensure compliance with FCA rules and maintain professional standing.

Skills

Excellent technical knowledge

Strong verbal and written communication skills

Client relationship management

Comfortable using technology

Education

Degree level (or equivalent)

CII Level 4 qualification

Job description

A financial services provider is seeking a Financial Planner to deliver financial planning and coaching services. You will engage with clients to improve understanding and outcomes, collaborate with marketing for lead generation, and uphold regulatory standards. An ideal candidate should have a relevant degree, Level 4 CII qualification, and experience in providing financial advice. This role demands strong technical knowledge and excellent communication skills, as well as compliance with FCA rules.