Senior Financial Planner (Reading Area)

Interactive Investor; Reading; On-site; GBP 5,000 - 80,000; Full time

Job summary

An established industry player is seeking a Senior Financial Planner to join their dynamic team. In this role, you will manage a portfolio of high-value clients, providing tailored financial planning solutions that meet their complex needs. Your expertise in market trends and strong communication skills will be key in attracting new clients and enhancing existing relationships. This position offers a unique opportunity to make a significant impact on clients' financial futures while working within a supportive and collaborative environment. If you're passionate about financial planning and client success, this role is perfect for you.

Qualifications

• Experience managing high-value clients with complex needs.
• Strong understanding of financial planning and market dynamics.

Responsibilities

• Manage a portfolio of clients, delivering high-quality financial planning.
• Target and win new clients while enhancing existing client relationships.

Skills

Financial Planning

Client Relationship Management

Market Knowledge

Communication Skills

Business Development

Education

Level 4 Qualification

Job description

Everything we do at abrdn Financial Planning & Advice Ltd is designed with our clients in mind. We seek to achieve the best possible outcomes for those who trust us to look after their wealth. We believe that the right advice, given at the right time and in the right way, can make a big difference in helping our clients achieve their goals.

abrdn Financial Planning & Advice Ltd now forms part of interactive investor.

ii has been investing in our customers’ success for almost 30 years. That’s why over 420,000 people put their trust in our award-winning investment platform.

With a low, flat monthly fee, you can keep more of what you make and take control of your financial future. Whether you’re investing in an ISA, pension, or Trading Account, you have access to one of the widest ranges of investments on the market - including shares, funds, trusts and ETFs.

Lean on our award-winning, UK-based customer service team if you ever need help. And if you’re looking for investment inspiration, you can look to our expert team of journalists and their regular news and insights.

PURPOSE OF THE ROLE:

We currently have an exciting opportunity for a Senior Financial Planner to join us and help execute the delivery of the Regional Business plan through great planning and service to clients.

Reporting to the Regional Director, key outcomes & responsibilities will include:

1. Managing a smaller portfolio of clients with more complex needs while building their portfolio, delivering high quality financial planning and achieving the required quality standards on a consistent basis.
2. Target and win new clients for abrdn Financial Planning Ltd in our chosen markets while proactively delivering an excellent client experience and adding value for existing clients.
3. Proactively lead own and team’s personal and technical knowledge, including investment markets, products and services, financial planning methodologies and tax, key processes, advice guidelines and compliance procedures.
4. Build on and further develop a network across their area to help identify and convert new client and revenue opportunities as well as raise our Financial Planning profile in the marketplace.
5. In conjunction with the para-planning function, research, analyse and prepare technical reports for clients relevant to their specific goals.
6. Be a member and/or regular participant of key local business forums, build and deepen strong personal and business connections and create value for the business.
7. Identify areas for improvement and appropriately support or lead improvement implementation.
8. Secure client commitment to initial and ongoing financial planning services, and hence secure and grow assets under advice and revenues.
9. Develop and own relationships with clients, introducing colleagues to help connect the client to the firm and brand.
10. No line management responsibilities but support other colleagues and serve as a role model in both behaviour and technical practice.

Requirements

What we’re looking for:

1. Proven experience in handling a smaller portfolio of high-value clients with complex needs, with an average advice fee revenue per client of typically around £5,000 per annum, and new fees contributing at least 10% of their revenue book.
2. Strong understanding of financial planning, ensuring each client's goals are fully understood and the most appropriate solution offered, recognizing when to step away from a client and pass cases to Financial Planners.
3. Excellent knowledge of the markets, competitors, products, services, trends, impacting forces, and factors that make up the industries which abrdn Financial Planning operates in.
4. Good influencing and communication skills to build and maintain trusted and strong relationships with clients to aid retention and referrals.
5. An ability to deliver client and professional presentation to raise awareness of our offerings.
6. Well networked, with well-developed professional connections in the local region and strong business development activity.
7. Holds a Level 4 qualification, with ongoing professional development.

Please note: the closing date for the role will be Friday 30th May 2025