The role of the Financial Planner is to develop new and maintain existing business streams, and to inform Clients of financial strategies and plans appropriate to their needs and objectives. The Financial Planner will also be involved in making investment management decisions.
Key Contributions and Outputs
- Developing and maintaining Client relationships to help maintain business flow and meet agreed targets
- Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
- Promoting the profile of the business within the profession and wider communities
- Providing financial information and advice to Clients, appropriate to their individual needs
- Continuous professional development to meet regulatory requirements and personal development needs
- Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.
- The development and acquisition of new financial advice business to ensure that business targets are met
- Some technical aspects of preparing for Client meetings, including financial recommendations and Client presentations
- Running and managing Client meetings
- Preparation of meeting notes and fact finding documentation
- Ensuring that all Client requirements are followed through to the appropriate conclusion
- Managing an ongoing review service appropriate to the Client’s needs in line with the business’s proposition offering
- Individual workflow and task delivery
Requirements
Min Diploma in Regulated financial planning working towards Chartered status
Experience: 5 years working in financial services
Benefits
25 days holiday plus bank holidays
Birthday off
Hybrid working once probation is passed
Cycle to work scheme
10 x death in service
PMI
Chartered Financial Planner in Crosby employer: Bond Recruitment
Join a nurturing and inclusive primary school in Upton Park, where you will be part of a dedicated team committed to making a difference in the lives of children with special educational needs. With a strong emphasis on professional development, you will have ample opportunities for growth while enjoying a supportive work culture that values collaboration and innovation. This role not only offers competitive pay but also the chance to create meaningful connections and foster a positive learning environment for students.
