Job Description
Due to continued expansion, an established Financial Planning firm, that is proud of its collaborative, team lead culture and the open forum to share ideas to be implemented. They now seek to recruit an experienced Financial Planner to join this team, to look after and develop an existing client bank and develop the accounts further.
The job is based in the East London/North London border, so would suit candidates in this location and is paying a salary range of £90,000-£110,000.
They are a 'whole of market' firm and require the experience of a client-centric Financial Planner to carry out the following tasks.
Responsibilities
- Managing an existing client bank of clients
- Targeting the acquisition of new clients for the Firm through Business Development activities; pro-actively representing the business and taking the initiative to meet new potential clients;
- Contacting clients that are currently unengaged with their service, rebuilding the relationship through financial planning advice;
- Service clients on an ongoing basis, conducting annual reviews and ensuring that the client remains on track to achieve their objectives;
- Carry out all activities in a compliant manner in line with internal procedures and regulatory requirements.
Competencies / Skillset
- Getting Things Done – Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure.
- Communication & Sharing Knowledge – Confident, clear and accurate with all communication. Maintains accurate records and makes effective use of new technology.
- Customer Service – Positive attitude to find solutions in line with TCF principles. Uses customer feedback to improve service.
- Effectiveness & Adaptability – Able to maintain a high volume of work, striving for continual improvements. Understands individual contribution in relation to corporate objectives. Presents a positive image and approach to change.
- Team Working – Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.
- Client focus and concern for quality – good financial planning knowledge and ability to deliver advice in an understandable manner to clients, ensuring client satisfaction and retention
- Actively participate in the sharing of knowledge – Financial Planners and the wider team
- Market Knowledge – Maintain a full and proper understanding of the financial services market
- Commercial Sense – manage each client relationship on a sustainable and profitable basis, dealing with issues promptly and appropriately
Experience / Qualifications
- Must hold the CII Diploma in Regulated Financial Planning (DipPFS) qualification
- Previous experience of providing financial planning advice to clients
- Previous experience in business development and growing a client book
Independent Financial Adviser - Client Bank Provided in London employer: Blakemore Recruitment
Join a prestigious UK private banking organisation in the heart of London, where you will be part of a dynamic team dedicated to delivering exceptional wealth management services. With a strong focus on employee development, you will have access to excellent career progression opportunities and the chance to work closely with experienced professionals in the field. Our collaborative work culture fosters innovation and supports your growth as you engage with Ultra High Net Worth clients, making this an ideal environment for ambitious Paraplanners seeking meaningful and rewarding careers.
