Naukrijobs UK
Register
London Jobs
Manchester Jobs
Liverpool Jobs
Nottingham Jobs
Birmingham Jobs
Cambridge Jobs
Glasgow Jobs
Bristol Jobs
Wales Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Financial Planner

CFP JOBS
Job LocationBristol
EducationNot Mentioned
Salary£75,000 - £80,000 per annum, negotiable, inc benef
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time Work from home

Job Description

Financial Planner Salary £80,000 with substantial active UHNW clients.Bonus, car, and full corporate benefits including: Private medical insurance, Group Income Protection, Life Assurance, Cost Saving & Discount Schemes and Employee Wellbeing Benefits. Hybrid workingDo you thrive working with high-net-worth clients, with an average of £500,000+ of investable assets As you will know, most of these clients will have complex financial planning needs and will need someone amazing to look after them. Some of these largerclients will have between 6-7 million. Would you like an existing client bank of this calibre to look after, grow and develop This U/HNW client bank consists of professionals, business owners, individuals and families, relying on your high-quality financialadvice, and the support of great investment services, to preserve and grow their long-term savings and investments. This is an international company, listed in the FTSE 250, that prides itself on achieving meaningful, long-term relationships with their clients- it’s truly a great company to join for a long-term career!You will be supported by the expertise and insight of a dedicated research team, as well as being aided by paraplanners and administrationAs you can imagine, to be successful in this role it’s really important that you are open, warm, able to build bridges, to be part of a team and someone who really likes to network. If you have that entrepreneurial spark… then you’ll also enjoy networkingand attracting new clients through business development by building relationships with Affinity Groups, Business Owners, Solicitors and Accountants, by working in collaboration with them on mutual high net worth clients’ inheritance tax planningDoes this describe you

  • Holistic high net worth Financial Planner, providing financial planning and investment advice to clients
  • Cultivating and maintaining ongoing relationships with clients by tracking their successes, and keeping them informed about any changes that may affect their finances
  • Planning, implementing and executing the annual Business Plan in line with your agreed individual targets, acquiring new clients, growing initial revenues and cumulative AUM
  • Ensuring all periodic client reviews are completed in line with client’s expectations and changing circumstances
  • Remaining compliant - with a focus on Business Quality Assurance, CPD, and maintaining SPS
Your role:To be considered for this fabulous Financial Planner role, you will need to be:
  • Diploma, or equivalent Level 4, and having or working towards Chartered status
  • Ideally have Pension Transfer experience
  • Excellent relationship developer through networking, leveraging existing contacts, referrals and incremental business from existing clients
  • Ability to deliver a brilliantly holistic client financial planning experience
  • Highly motivated self-starter and a strong team player
This a very polished successful company, where their people feel valued and respected. In your role, your clients’ needs come first and for this company your needs really matter too. This a really marvellous opportunity in a growing and already very successfulcompanyInterestedIf this sounds like the role for you, please forward a copy of your CV for immediate short-listingIf you would like to discuss this role, or any others we may recommend to you, please do get in touch. Not all of our roles are advertised, and we would love the opportunity to find the perfect one for you

Keyskills :
Financial PlanningWealth Management

APPLY NOW

Financial Planner Related Jobs

© 2019 Naukrijobs All Rights Reserved