Financial Planner

Job Description

Financial Planner, The Role: I am recruiting a Financial Planner on behalf of Monenti Partners, a leading Financial Planning firm based in central London (WC1). The successful candidate is likely to be a relatively recentlyqualified Financial Advisor (or possibly a highly technical Paraplanner with client facing experience, who is ready to step into advising), keen to take ownership of an established portfolio of frequently complex, HNW clients, providing fully holistic, independentlifestyle financial planning, whilst working alongside and learning from expert Chartered Financial Planners.The Person: The successful Financial Planner (Financial Advisor, Financial Adviser, Senior Paraplanner) will be a warm relationship builder who is service orientated and who is capable of delivering a personalised and holistic financialplanning service of the highest standard, providing clarity and empowering clients to make informed decisions. You will receive the support and funding to enable you to progress professionally, working towards becoming Chartered (if you are not already). Thesuccessful Financial Planner will be aspirational and keen to make a significant contribution to the growth of a progressive and ambitious firm while being invested in, valued and rewarded accordingly.Salary and Benefits: Up to £75,000 (employed) + pension + support with exams, 25 days holiday + bank holidays + opportunity for hybrid working after completion of probationary period + cycle to work scheme.The Company: Monenti Partners was established with a mission to set the benchmark for the quality of financial planning they offer to their clients and the positive outcomes they deliver for them as a result, taking their clients from FinancialUncertainty to Financial Freedom. They are a firm where both excellence and fair treatment are central to their culture, operating with a clear set of values - Integrity, Diligence, Commitment, Energy and Curiosity - values which guide their every action andserve as the standard to which they hold themselves accountable.Financial Planner (Financial Adviser, Financial Advisor, Senior Paraplanner) Responsibilities:

• Service and develop strong relationships with an established portfolio of clients.
• Conduct client meetings, providing a highly personalised, holistic financial planning service.
  • Life planning and goal setting
  • Cashflow forecasting (using Voyant).
  • Investment and portfolio construction.
  • Pension and retirement planning.
  • Inheritance tax and estate planning
  • Contingency planning
  • Capital protection.
  • Ongoing investment and portfolio reviews.
• Work with Paraplanning support team to ensure all technical advice is expertly prepared prior to meetings and that all client wishes are followed in an appropriate and timely manner.
• Ensure all regulatory and compliance standards are met.
• Contribute to the ongoing growth and development of best practice within the business.

Financial Planner (Financial Adviser, Financial Advisor, Senior Paraplanner) Skills and Experience:

• Experience of working as a Financial Advisor, providing a comprehensive Financial Planning service OR a Senior Paraplanner, with client facing experience and who is ready to take on their own portfolio of clients.
• Experience of all areas of financial planning - cashflow forecasting, taxation, investment portfolio management, pensions, protection, estate planning etc.
• Diploma in Financial Planning (Dip PFS, Level 4) and either Chartered or keen to work towards becoming a Certified/Chartered Financial Planner (support with this will be provided).
• A keen listener, a strong relationship builder and collaborative team player with a caring, customer centric approach.
• Quality focused, analytical with excellent attention to detail.

Dawn O’Shea is the Recruitment Partner, recruiting the Financial Planner (Financial Adviser, Financial Advisor, Senior Paraplanner) directly on behalf of Monenti Partners so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contactedby telephone in the first instance to discuss the role and your requirements in more detail.

Keyskills :
Cash FlowFinancial AdviceFinancial AdvisoryFinancial PlanningHolistic Financial PlanningPensionsPFSPortfolio ManagementIndependent Financial AdviceInvestment Portfolio