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Associate, Financial Planning

eFinancialCareers
Job LocationBirmingham
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Job purposeTo work in conjunction with the Financial Planning team to build and develop trusted relationships with current and potential clients.Where appropriate deliver Financial Planning and Wealth Management advice.Key Responsibilities

  • To look after and support client needs
  • To build new client relationships and maintain and develop existing client relationships through effective ongoing service to help minimise attrition, and to deliver new instructions and referrals as a result of satisfied clients
  • To ensure clients have the right advice to achieve their financial objectives
  • To ensure client reviews are undertaken at least annually in line with clients changing risk attitudes and strategic requirements
  • To work in partnership with Investment Management colleagues to develop client relationships
  • Maintain the New Business Pipeline (NBP) and ensure all values and dates are up to date
  • Ensure comprehensive client records are kept and that these are accurate and up to date at all times and in line with Group policy
  • To strive for no complaints and where they are received ensure that they are raised with the Client Resolution team in a timely fashion and assist in bringing them to a satisfactory resolution Key Skills and Experience
  • Ability to deal with new and existing clients on a fee basis
  • Ability to understand and communicate advice practices and processes clearly and effectively
  • Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions
  • A strong ethic of client service
  • Ability to work under pressure and to prioritise work * Excellent communication skills, both written and verbal
Professional Qualifications
  • Holds a relevant level 4 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing

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