- Deliver holistic financial planning and wealth management advice to clients
- Conduct detailed fact-finds and financial reviews
- Produce tailored recommendations across pensions, investments, protection and tax planning
- Present financial plans and suitability recommendations to clients
- Build and maintain long‑term client relationships
- Manage and develop a personal client portfolio
- Identify opportunities for business development, referrals and networking
- Collaborate with paraplanners and administrators to ensure an excellent client experience
- Contribute to the ongoing growth and development of the practice
- Continue professional development towards Chartered status
- Work closely with experienced planners and support professionals
Requirements
- Level 4 Diploma in Regulated Financial Planning (or equivalent)
- Working towards Chartered status or committed to achieving it
- Minimum three years' experience as a Financial Planner within a financial advice practice
- Experience delivering holistic financial planning advice
- Comfortable conducting client meetings both remotely and face‑to‑face
- Proven ability to build strong and lasting client relationships
- Solid understanding of investment planning
- Solid understanding of pension and retirement planning
- Solid understanding of protection planning
- Solid understanding of estate and inheritance tax planning
- Solid understanding of financial planning best practice and regulatory requirements
- Experience in trusts, long‑term care planning or specialist pension advice would be advantageous
Core Competencies
Demonstrates expertise in delivering holistic financial planning and wealth management advice, with a strong focus on building and maintaining client relationships. Proficient in investment, pension, protection, and tax planning, while adhering to financial planning best practices and regulatory requirements.
Highest-signal resume keywords
- Level 4 Diploma In Regulated Financial Planning
- Holistic Financial Planning
- Client Relationship Management
- Investment Planning
- Pension And Retirement Planning
ATS Optimization Keywords
Hard Skills
- Financial Planning
- Tax Planning
- Protection Planning
- Estate And Inheritance Tax Planning
- Long‑Term Care Planning
- Trusts Management
- Client Portfolio Management
- Business Development
- Financial Reviews
- Suitability Recommendations
Soft Skills
- Client Communication
- Collaboration
- Networking
- Relationship Building
- Professional Development
Certifications & Qualifications
- Chartered Status
Industry Keywords
- Financial Advice Practice
- Regulatory Requirements
- Best Practices
- Paraplanning
- Client Experience
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Financial Planner in Canterbury employer: Jobtailor
As a Client Services Coordinator at our dynamic company, you will thrive in a supportive work culture that prioritises employee growth and development. We offer comprehensive training, opportunities for advancement, and a collaborative environment where your contributions are valued. Located in a vibrant area, our team enjoys a healthy work-life balance and the chance to engage with diverse clients, making every day rewarding and meaningful.
