Servicing Financial Planner

Artemis Recruitment Consultants Ltd; Milton Keynes; On-site; GBP 68,000 - 92,000; Full time

Benefits offered by this job

Competitive salary

Career progression

Training & development

Collaborative team culture

Job summary

Artemis Recruitment Consultants Ltd is seeking a qualified Financial Planner to join a growing Financial Planning business in Milton Keynes. You will act as a trusted adviser to new and existing clients, delivering high-quality financial advice and building long-term client relationships.

The role suits an experienced Financial Planner or Financial Adviser who is passionate about client service, business development and delivering excellent financial planning outcomes.

Qualifications

• Experience as Financial Planner or Financial Adviser with strong client relationships.
• Good knowledge of the financial planning process and solutions.
• Understanding regulatory and compliance requirements.
• Proven ability to manage multiple client cases.

Responsibilities

• Act as trusted adviser and primary client contact.
• Provide high-quality tailored financial advice.
• Develop and maintain long-term client relationships.
• Contribute to business growth and revenue.
• Ensure regulatory and compliance standards are met.
• Mentor less experienced colleagues.

Skills

Client communication

Relationship building

Time management

Regulatory awareness

Business development

Education

CII Diploma in Regulated Financial Planning (Level 4)

CII Advanced Diploma in Regulated Financial Planning (Level 6)

Job description

Financial Planner

Location: Milton Keynes

Salary: £80,000

Contract: Full-time, Permanent

About the Role

An exciting opportunity has arisen for a qualified Financial Planner to join a growing and professional Financial Planning business.

You will act as a trusted adviser to new and existing clients, providing high-quality financial advice and building strong, long-term client relationships.

The role would suit an experienced Financial Planner or Financial Adviser who is passionate about client service, business development and delivering excellent financial planning outcomes.

Key Responsibilities

• Act as a trusted adviser and primary point of contact for clients
• Provide high-quality, tailored financial advice
• Build and maintain long-term client relationships
• Develop professional networks and generate referral opportunities
• Contribute to business growth and revenue
• Manage a varied portfolio of client cases and meet deadlines
• Ensure advice and client work meet regulatory and compliance requirements
• Work collaboratively with colleagues to deliver excellent client outcomes
• Identify opportunities to improve processes and client service
• Support and mentor less experienced team members
• Share knowledge and contribute to a positive team environment
• Introduce clients to relevant wider financial services where appropriate
• Maintain the highest standards of professionalism, conduct and integrity

About You

The successful candidate will have previous experience as a Financial Planner or Financial Adviser and a proven track record of building strong client relationships.

You will ideally have:

• Previous experience in a Financial Planner or Financial Adviser role
• Strong knowledge of the financial planning process and solutions
• Good understanding of regulatory and compliance requirements
• Proven ability to build and maintain client relationships
• Strong communication and interpersonal skills
• Excellent organisation and time management
• Ability to manage multiple client cases and work to deadlines
• Strong commercial awareness
• Excellent problem-solving and decision-making skills
• A proactive and client-focused approach
• Ability to work effectively as part of a team
• Willingness to support and develop less experienced colleagues

Qualifications

• CII Diploma in Regulated Financial Planning (Level 4) or equivalent - essential
• CII Advanced Diploma in Regulated Financial Planning (Level 6) or equivalent - desirable

What's on Offer

• Competitive salary
• Professional and supportive working environment
• Career development and progression opportunities
• Ongoing training and professional development
• Collaborative team culture
• Opportunity to work with a varied client portfolio