Financial Planner - New Clients

As part of expansion plans for the Advice Hub we are looking to recruit a team of Financial Planners to focus on onboarding new clients via our Affinity Lead programme. This newly formed team will be based in our flagship Southampton Office. Working with customers to identify financial requirements and needs as well as recommending suitable investment and advice vehicles to support customers’ financial goals.This is fully supported financial planner role, with leads provided, a dedicated support team and inhouse paraplanning services available. The role will also be a regulated role therefore it’s essential the successful candidate is Level 4 Diploma qualified in Financial Advice.This regulated role plays an integral role in the oversight of advice and service delivery. This role will directly impact good customer outcomes by driving strategy, listening and engaging with our customers and ensuring advice standards and processes are adhered to. It supports strong consumer understanding of our propositions and ensuring avoidance of foreseeable harm to our customers.Duties performed will directly contribute to overall positive outcomes for our customers by ensuring delivery against our commitment to providing positive financial futures. You will have strong knowledge of the Financial Services industry as well as an extensive background in Financial Planning. As an essential requirement for this role, you must be an experienced Financial Planner with competency status as well being able to demonstrate a significant track record of onboarding new clients. Adaptable by nature and who can work professionally and ethically. You’ll have a shared vision and disciplined delivery of advice and provision of detailed KPI’s, as well as the ability to work under pressure and to manage good working relationships.The ideal candidate will be able to demonstrate previous experience in the following key areas:Relevant business development experience **Do the right thing:** We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities. **Always curious:** We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures. **Embrace challenge:** We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation. **Stronger together:** Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.We create brighter financial futures for every generation.We do this by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind. And, with all that’s happening in the world today, our role in society has never been more meaningful.Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.We believe our workplace needs to work for you, so we offer an environment where you can balance a successful career with your commitments and interests outside of work. Some roles lend themselves to flexible options more than others, so our talent acquisition team are on hand to discuss your needs. Please contact us to learn more.
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