Financial Planner

Providing independent Financial Planning Advice and support to new and existing clients

Preparing and presenting in depth and clear financial reports to clients to ensure the content meets their needs and requirements

Development of the existing client bank to generate further business and review where necessary

Work both telephone, virtual and face to face to meet the clients needs and ensure the relationship is maintained

Work closely with Paraplanners and IFA Admins to ensure SLAs are met and client journeys are seamless

Level 4 Diploma qualified & happy to work towards chartered status

At least 2+ year’s experience in a Wealth Management advisory position

Experience of creating financial plans and presenting these to clients

Demonstrate ability to manage client relationships and create further opportunities to discuss financial plans

A mix of face to face and telephone/virtual client facing experience would be preferable