Hybrid Financial Planner for Wealth & Retirement

Wise Investment | B Corp™; Old Chalford; Hybride; GBP 40 000 - 65 000; Plein temps

Avantages offerts par ce poste

Pension contributions

Salary sacrifice options

Holiday allowance 32 days + BH + Xmas

Training budget £2,000 per year

Private Medical Insurance

Death in service 4x basic salary

Résumé du poste

Wise Investment is seeking a Financial Planner to join our growing, independent wealth management firm based in Chipping Norton. The role is hybrid, with office presence required two days a week, and hours from 9am to 5pm, Monday to Friday.

You will work with clients to provide tailored financial advice, build long-term relationships, and collaborate with Paraplanners, Administrators and other planners. A Level 4 Diploma in Regulated Financial Planning and 2+ years of experience are desirable.

Qualifications

• Level 4 Diploma in Regulated Financial Planning is essential.
• Typically at least two years’ experience in a financial planning role.
• Thorough knowledge of investments, pensions, protection and FCA regulations.

Responsabilités

• Meet with clients to provide expert financial planning advice.
• Communicate with clients and colleagues face-to-face, virtually, email or phone.
• Make suitable financial planning recommendations to clients.
• Review and implement portfolio changes.
• Conduct annual client review meetings and timely follow-ups.
• Update client records and ensure accuracy after interactions.
• Liaise with paraplanners, administrators and other planners.
• Monitor daily activity lists and follow up on prospects and inquiries.
• Attend meetings as required and deliver training when needed.
• Contribute to company events and external conferences as appropriate.

Connaissances

Customer service

Networking

Numeracy

Office 365

Independence

Teamwork

Formation

Level 4 Diploma in Regulated Financial Planning

Description du poste

Wise Investment is seeking a Financial Planner to join our growing, independent wealth management firm based in Chipping Norton. The role is hybrid, with office presence required two days a week, and hours from 9am to 5pm, Monday to Friday.

You will work with clients to provide tailored financial advice, build long-term relationships, and collaborate with Paraplanners, Administrators and other planners. A Level 4 Diploma in Regulated Financial Planning and 2+ years of experience are desirable.