Financial Planner, Birmingham

ZipRecruiter; Birmingham (AL); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading firm is seeking a charismatic and driven financial planner to manage an existing book of clients while developing new business. The ideal candidate will have a minimum Level 4 Diploma in Financial Advice and a strong commitment to delivering excellent client service, with full back-office support provided to ensure success.

Qualifications

• Minimum Level 4 Diploma in Financial Advice; Level 6 / Chartered status desired.
• Excellent interpersonal and organisational skills.
• Strong ability to build and maintain client relationships.

Responsibilities

• Meet regularly with clients, outlining their service expectations.
• Generate a pipeline meeting business targets.
• Maintain compliance with FCA rules and regulations.

Skills

Sales Skills

Presentation Skills

Interpersonal Skills

Organisational Skills

Communication Skills

Negotiation Skills

Analytical Skills

Education

Level 4 Diploma in Financial Advice

Job description

Job Description

Our client are looking for a charismatic and driven financial planner to join their team. The firm are eager to find an experienced adviser who can manage an existing book of clients while also developing further business; To ensure that the successful individual can purely focus on client meetings and relationships, full back-office support will be provided.

Key Responsibilities

• You will meet with clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations; You must outline with your clients the type of on-going service that they wish to receive.
• You will plan, work towards, and generate a pipeline that sufficiently meets your pre-agreed business targets; It is crucial that you contact all leads supplied within an agreed timescale and then update the business with progress as/when appropriate.
• You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations.
• You must utilise the research panel when selecting the tailored advice for your clients while ensuring that all client files are kept up to date and well maintained; You must construct reports in line with company standards.
• You will communicate and liaise effectively with the back-office, management, and marketing teams; It is imperative that you always provide clear, concise, and accountable information.
• You will have the desire to continue your professional development, whilst also increasing your technical knowledge in specialist advice areas.

About You

• You will hold the Level 4 Diploma in Financial Advice as a minimum; This can be via the CII, CISI, or LIBF. Level 6 / Chartered status is desired but not essential.
• You will be a confident, authentic, genuine, and charismatic individual with excellent sales and presentation skills.
• You must have exceptional interpersonal and organisational skills as-well as possess excellent communication and negotiation skills.
• You will be driven and highly motivated to achieve and exceed business targets.
• You must be hard working, enthusiastic, passionate, focused, and articulate with a strong commitment to delivering an excellent client experience and service; It is imperative that you always adopt highly moral, ethical, and professional approaches to your work.
• You will be eager to develop your career and will therefore possess a strong understanding of how you would like to achieve this; You will be prepared to undergo further study and training where appropriate.
• You must have excellent knowledge on all areas of financial planning (including investments, pensions, protection, retirement options, and tax planning); You must be able to research, analyse, and interpret a diverse range of information.
• You will have a strong ability to build and maintain long-term client relationships.
• You will have the ability to work individually as well as part of a team.
• You will have strong literacy, numeracy, and IT skills.
• You will be able to convey complex information, to a wide variety of people with various levels of understanding, both written and verbally.