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Financial Planner
Job Posted: 4 days ago
Salary: £ 50,000 - 80,000 / Annum
Job Type: Permanent
Location: Plymouth, Devon
Expire in: 24 days
Job Description
This is a client facing role for an experienced Financial Planner to join this national business with a focus on relationship building, long term business and new business development.
The ideal candidate will have, or will be able to establish, professional connections or introducers in the accountancy and legal world.
Career progression, flexible working, great benefits and a lucrative bonus structure are all on offer for the right individual.
Responsibilities
* Meet with clients to gain a deep understanding of their current financial position and future plans, and develop compelling, long-lasting relationships
* Work collaboratively with Paraplanners, support staff, line managers and other parts of the business, in order to deliver high quality advisory services to clients.
* Comply with the Financial Services and Markets Act 2000, the FCA Statement of Principle & Code of Practice for approved persons and the relevant FCA rules at all times.
* Comply with the relevant compliance, MiFID2, Treating Customers Fairly, Training & Competency and financial crime (anti-money laundering, data security, anti-bribery, fraud, and corruption) procedures of the firm.
* To be involved with high-net-worth individuals from investments, pensions, and trust planning.
* Research financial products and explain details of products so that clients can make informed choices.
* Prepare clear recommendations to clients as and when required.
* Use existing network to identify new opportunities and develop relationships with professional introducers and intermediaries
* Negotiate with providers of financial products where appropriate.
* Produce standard financial reports.
* Keep clients regularly updated about their investments.
* Actively seek new areas of business and keeping Management informed of new opportunities.
* Actively build on existing client base, looking for opportunities for referrals.
Requirements
* Must be level 4 qualified (DipPFS/DipFA/CISI Level 4 Diploma with Financial Advice) Ideally Chartered (Adv.DipFA/APFS/Level 6 CISI) or working towards
* Must be fully qualified to deliver investment and pensions advice with at least 3-5 years’ experience in a similar role
* Experience of using Intelligent Office (IO) would be an advantage
* Well organised and IT literate.
* Excellent communication skills, both verbal and written, and ability to communicate with colleagues and clients at all levels.
* Self-motivated, with an ability to work and think under own initiative.
* Have an excellent entrepreneurial attitude and business development skillsBefore You Apply
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Looking for your next career move? Join a top company hiring Financial Planner job near me in Plymouth, Devon! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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