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For Companies At a Glance
- Tasks: Manage client accounts and develop tailored financial solutions for high-value relationships.
- Company: Join a leading Chartered Independent Financial Planning team committed to ethical practices.
- Benefits: Enjoy a competitive salary, generous leave, flexible working, and comprehensive wellbeing support.
- Why this job: Make a real impact in clients' lives while advancing your career in a supportive environment.
- Qualifications: Must hold Chartered Financial Planner status and have proven experience in financial services.
- Other info: Be part of a diverse team with excellent growth opportunities and a focus on work-life balance.
The predicted salary is between 60000 - 84000 ÂŁ per year.
We are a team of Chartered Independent Financial Planners, recognised by the Chartered Insurance Institute (CII). Our chartered status reflects our commitment to a customer‑first approach, ethical practice, and continuous professional development. We offer holistic financial planning that includes wealth management, family protection, retirement planning and property finance. We also integrate ESG considerations into our advice, supporting clients who prioritise ethical and socially responsible investing. We use powerful cash‑flow modelling tools and a secure client portal to deliver clear, visual, and actionable financial strategies.
Key Responsibilities
- Manage client accounts, focusing on high‑value and complex relationships.
- Anticipate and respond to client needs promptly and flexibly to exceed expectations.
- Develop solutions for complex financial planning needs.
- Contribute to business objectives and development.
- Provide up‑to‑date and extensive technical financial planning advice.
- Advise clients within designated Permitted Areas of Activity.
- Maintain and develop strong relationships with new and existing clients.
- Build effective internal and external relationships to deliver efficient services and manage client expectations.
- Achieve revenue targets through client retention and new business generation.
- Ensure profitable growth by developing additional revenue from existing and new clients.
- Identify and develop new business opportunities across MKS areas.
- Ensure timely fee invoicing and agreed pricing, monitoring income to meet budgets.
- Adhere to engagement and re‑engagement procedures with suitable protections.
- Prepare detailed fact finds, reports, presentations and spreadsheets with the client support team.
- Follow internal policies, procedures and regulations, putting clients at the heart of the business and addressing any shortcomings promptly.
Essential Qualifications
- Chartered Financial Planner Status (CII) or higher.
- Maintain annual Statement of Professional Standing (SPS).
- Hold Competent Adviser Status (CAS).
- Evidence of Continuing Professional Development (CPD) to maintain and enhance knowledge and skills.
Experience
- Proven experience in a similar financial services role.
- Strong sales record, capable of managing and developing business from new and existing clients, including complex and high‑value relationships.
- Service and sales oriented with outstanding customer service skills, able to translate client needs into engagements, and maintain a strong client network.
- Excellent verbal and written communication and presentation skills at all levels.
- Ability to articulate and agree on appropriate fees with clients, ensuring they understand the charges.
- Strong organisational skills, able to meet tight deadlines and manage multiple tasks.
- Ability to work under pressure, solve problems, and develop solutions.
- High accuracy and attention to detail in all work, including documentation standards.
- Proven project management experience.
- Positive approach to dealing with change.
Technical Skills & Knowledge
- Extensive, up‑to‑date technical knowledge of the financial planning process, including products, funds, pensions, markets and regulatory standards.
- Keep abreast of key industry developments, market changes and regulations.
- Proficient in Microsoft Office (Excel, Word, PowerPoint) and relevant internal systems/databases.
- Ensure fair treatment of customers, adhering to the principles of Consumer Duty.
- Awareness of regulatory requirements for "advised" and "non‑advised" sales, with the necessary standards and knowledge for advising and making recommendations.
Why work for MKS?
- Salary: Transparent pay framework and twice‑a‑year promotion opportunities to recognise your contributions and performance.
- Generous Annual Leave: Enjoy 25 days plus three days off at Christmas.
- Flexible Working: We are committed to a positive work‑life balance, offering a hybrid working policy that prioritises your well‑being and flexibility.
- Private Medical Insurance
- Comprehensive Wellbeing Support: Access to Digicare+, Employee Assistance Programme and more.
- Professional Subscriptions: Invest in your growth and development.
- Inclusive Employer: Be part of a diverse team with equity, inclusion and flexibility at the core.
Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Finance and Sales Accounting
Chartered Financial Planner - Lincolnshire & Peterborough in Stamford employer: Moore Kingston Smith
Contact Detail:
Moore Kingston Smith Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner - Lincolnshire & Peterborough in Stamford
✨Network Like a Pro
Get out there and connect with people in the financial planning industry! Attend local events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. Building relationships can open doors to opportunities that aren’t even advertised.
✨Show Off Your Skills
When you get the chance to meet with potential employers, make sure to highlight your technical knowledge and experience. Bring along examples of your work, like detailed reports or presentations, to showcase your expertise in financial planning and client management.
✨Tailor Your Approach
Every client is different, so why should your job search be any different? Tailor your conversations and pitches to reflect the specific needs of the firms you’re applying to. Show them how your skills align with their values, especially around customer-first approaches and ethical practices.
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing that Chartered Financial Planner role! We love seeing candidates who take the initiative to engage directly with us. Plus, it shows you’re serious about joining our team!
We think you need these skills to ace Chartered Financial Planner - Lincolnshire & Peterborough in Stamford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Chartered Financial Planner role. Highlight your achievements in managing complex client relationships and any relevant qualifications, like your Chartered status.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial planning and how you can contribute to our customer-first approach. Be sure to mention your experience with ESG considerations if applicable.
Showcase Your Communication Skills: Since this role requires excellent verbal and written communication, make sure your application is clear and professional. Use concise language and structure your documents well to demonstrate your attention to detail.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. This way, we can easily track your application and get back to you quicker. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Moore Kingston Smith
✨Know Your Stuff
Make sure you brush up on your technical knowledge of financial planning processes, products, and regulations. Being able to discuss recent industry developments will show that you're not just qualified but also genuinely interested in the field.
✨Client-Centric Mindset
Prepare examples of how you've successfully managed high-value client relationships in the past. Think about specific situations where you anticipated client needs and exceeded their expectations—this is key for a Chartered Financial Planner.
✨Showcase Your Communication Skills
Practice articulating complex financial concepts in simple terms. You might be asked to explain your approach to clients or present a financial strategy, so being clear and engaging is crucial. Use role-play with a friend if needed!
✨Demonstrate Problem-Solving Abilities
Be ready to discuss how you've tackled challenges in previous roles. Think of specific examples where you had to develop solutions under pressure, as this will highlight your organisational skills and ability to manage multiple tasks effectively.
