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
Apply Now
If you are a qualified Financial Planner looking for your next career opportunity and are passionate about delivering high-quality financial advice and building lasting client relationships, apply today.
Contact Details:
Artemis Recruitment Consultants Ltd Recruitment Team
