Junior Financial Planner - Thames Ditton

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Junior Financial Planner - Thames Ditton, Thames Ditton

Client:

Blakemore Recruitment

Location:

Thames Ditton, United Kingdom

Job Category:

Finance

EU work permit required:

Yes

Job Reference:

31c3fa6acd24

Job Views:

14

Posted:

28.04.2025

Expiry Date:

12.06.2025

Job Description:

We are currently recruiting for a boutique Financial Planning practice in Thames Ditton that is looking to recruit a Junior Financial Planner.

They are a small firm offering independent financial advice on mortgages, investments, savings, and pension planning with a solid existing client portfolio.

You will have a proven track record of results, demonstrate excellent communication skills, and possess good knowledge of the fast-moving financial services market.

You should have the following traits:

• Strong work ethic
• Primary focus on client outcome
• Excellent telephone manner
• Smart and professional appearance
• Full Dip FA level 4 required
• Proven track record in quality advice and client work

We offer:

• A competitive basic salary of approximately £40k, depending on the candidate
• Bonus income based on production
• Workplace company pension
• 20 days holiday

Responsibilities

Your tasks will vary but typically include:

• Contacting existing clients to carry out full financial reviews and conducting in-depth reviews of clients' financial circumstances, current provisions, and future aims using the CRM system Finplan
• Analyzing information and preparing plans suited to individual clients' requirements
• Completing risk profiles, factfinds, and suitability letters
• Researching the marketplace and providing clients with information on new and existing products and services
• Assisting clients to make informed decisions
• Reviewing and responding to clients' changing needs and financial circumstances
• Promoting and selling financial products to meet sales targets
• Keeping up to date with financial products and legislation
• Informing clients about new financial products or legislative changes affecting their savings and investments
• Meeting regulatory requirements for disclosure, costs, and advised products