Financial Planner

Our client is an established financial planning firm who are looking for an experienced Financial Planner to join the team.

The role will involve taking responsibility for the following :

• Operating to the highest standards within a client centric environment, practicing a standardised process for advising clients and maintaining records of advice.
• Provide fully holistic independent whole of market advice to customers.
• Analysis of clients’ circumstances and finances to establish suitable solutions for their differing needs.
• Ensure client outcomes adhere to company Advice Standards and Consumer Duty Policy.
• Providing clients with comprehensive verbal and documented recommendations in line with the company’s best practice.
• Ensure best practice and client outcomes.
• Ensure that records are kept appropriately in line with the company’s record keeping and file quality requirements.
• Ensuring that competence to provide advice is maintained and a programme of CPD is undertaken and documented.

Key Requirements

• Level 4 Diploma in Regulated Financial Planning (or equivalent).
• Previous experience as a Financial Adviser / Financial Planner