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- Tasks: Deliver expert financial planning advice and build strong client relationships.
- Company: Leading Chartered Accountants firm with a strong regional presence.
- Benefits: Flexible working, 25 days leave, performance bonuses, and healthcare cashback.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: CII Chartered Financial Planner status and 5 years of relevant experience.
- Other info: Enjoy a supportive environment with excellent career growth opportunities.
The predicted salary is between 36000 - 60000 £ per year.
My client is a leading firm of Chartered Accountants with a strong regional presence, providing a comprehensive and integrated financial planning service to a wide range of business and private clients.
They are looking for a Chartered Financial Planner to join their team, playing a key role in servicing their established client base as well as developing new business opportunities through their strong internal referral network of accountants and business advisers.
Responsibilities Will Include But Not Limited To
- Delivering professional, client-focused financial planning advice to both new and existing clients
- Building relationships and developing new business through introducers and networking opportunities
- Conducting fact finds and ensuring all \”know your customer\” requirements are met
- Researching existing arrangements and evaluating alternative solutions to achieve client objectives
- Preparing suitability reports and explaining recommendations in plain, practical language
- Supporting clients with applications, paperwork, and ongoing reviews
- Maintaining accurate client records, files, and supporting documentation
- Keeping up to date with relevant products, legislation, and technical changes
- Ensuring compliance with FCA regulations and the firm\’s internal procedures
- Providing cover for colleagues during holidays or absence
- Playing an active role in meeting business targets and contributing to the overall success of the financial planning team
The Ideal Candidate
- Level 6 CII Advanced Diploma in Financial Planning
- CII Chartered Financial Planner status (essential)
- Competent Adviser Status (current)
- Minimum of 5 years\’ relevant financial services experience, with strong suitability report writing skills
- SOLLA Accreditation desirable
- Experience working in an IFA practice environment desirable
- Familiarity with FE Analytics and Intelligent Office advantageous
- Commercially minded with a pragmatic approach to advice
- Confident decision-maker, able to influence and persuade
- Proficient in Microsoft Word, Excel, and Outlook
Benefits
- 36.25 hours / 5 days per week – flexible and hybrid working available
- 25 days annual leave plus bank holidays
- Annual salary review and performance bonus scheme
- Death in service – 3 x annual salary
- Access to healthcare cashback scheme
- 24-hour external Employee Assistance Programme helpline
- Flexible benefits including Buy and Sell holiday, Cycle to Work, Payroll Charity Giving, and Private Medical Insurance
- Introducing clients and staff commission schemes
- Pension – 3% rising to 4% (matched up to 6% after 4 years\’ service)
- Enhanced maternity and paternity pay after one year\’s service
Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.
Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
Chartered Financial Planner employer: Clear IT Recruitment Ltd
Contact Detail:
Clear IT Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner
✨Network Like a Pro
Get out there and start networking! Attend industry events, join local finance groups, and connect with other professionals. Remember, it’s all about building relationships that can lead to referrals and new opportunities.
✨Showcase Your Expertise
When you meet potential clients or colleagues, don’t be shy about sharing your knowledge. Offer insights on financial planning trends or recent changes in legislation. This will position you as a go-to expert in your field.
✨Follow Up, Follow Up, Follow Up
After meeting someone, drop them a quick email or message to say it was great to connect. This keeps you on their radar and opens the door for future conversations about potential business opportunities.
✨Apply Through Our Website
If you’re keen on joining a fantastic team, make sure to apply through our website. It’s the best way to ensure your application gets the attention it deserves, and we love seeing passionate candidates like you!
We think you need these skills to ace Chartered Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Chartered Financial Planner role. Highlight your relevant experience, especially in financial planning and client management. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention specific experiences that relate to the responsibilities listed in the job description, and don’t forget to show your enthusiasm for the role.
Showcase Your Skills: When filling out your application, make sure to showcase your suitability report writing skills and any relevant qualifications like your CII Chartered Financial Planner status. We love seeing candidates who are proud of their achievements!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Clear IT Recruitment Ltd
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around the latest products and legislation. Being able to discuss recent changes in the industry will show that you're proactive and well-informed.
✨Build Rapport
Since this role involves building relationships with clients and introducers, practice your interpersonal skills. Think of ways to connect with the interviewers, perhaps by sharing relevant experiences or asking insightful questions about their firm.
✨Showcase Your Skills
Prepare to discuss your experience in writing suitability reports and how you've successfully navigated client needs in the past. Use specific examples to illustrate your problem-solving abilities and decision-making skills.
✨Be Compliant
Familiarise yourself with FCA regulations and the firm's internal procedures. Demonstrating your understanding of compliance during the interview will highlight your professionalism and commitment to ethical standards in financial planning.
