Retirement-Focused Financial Planner (Regulated Advice)

Stephen Bell Associates Ltd; Greater London; Hybrid; GBP 60.000 - 90.000; Vollzeit

Zusammenfassung

Stephen Bell Associates Ltd, a leading London-based wealth management firm, seeks an experienced Financial Planner to provide retirement-focused advice to a distinguished client base.

You will deliver pension and investment guidance, prepare compliant suitability reports, and ensure FCA and Consumer Duty compliance while maintaining accurate client records and delivering a high-quality client experience.

Qualifikationen

• Experience providing regulated financial advice to clients.
• Strong retirement planning and pension knowledge.
• Qualified with QCF Level 4 or Advanced Diploma and SPS.
• Current SPS with up-to-date CPD.
• Good IT skills and ability to produce suitability reports.

Aufgaben

• Provide retirement, pensions and investment advice with a regulated approach.
• Produce clear, compliant and professionally written suitability reports.
• Ensure all advice and client interactions comply with FCA regulations and Consumer Duty.
• Maintain accurate, complete and up-to-date client records.
• Deliver a positive client experience with a professional, customer-focused approach.
• Work collaboratively with colleagues and the broader business.

Kenntnisse

Regulated advice

Retirement planning

Client relationship

IT literacy

Ausbildung

QCF Level 4 Diploma in Regulated Financial Planning

Advanced Diploma in Financial Planning

Tools

Cashflow modelling software

Jobbeschreibung

Stephen Bell Associates Ltd, a leading London-based wealth management firm, seeks an experienced Financial Planner to provide retirement-focused advice to a distinguished client base.

You will deliver pension and investment guidance, prepare compliant suitability reports, and ensure FCA and Consumer Duty compliance while maintaining accurate client records and delivering a high-quality client experience.