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Financial Planner

Truestar Talent Ltd
Job LocationStafford
EducationNot Mentioned
Salary100,000 per annum, negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Start off 2023 with this fantastic opportunity.My client one of the largest and most established financial planning and investment companies in the UK and a leading merchant bank and is looked for an experienced Financial Planner covering an area stretching North Birmingham, Notts, Derby, South Yorkshireand CheshireUK merchant banking group. looking for an experience Financial Planner covering area stretching Bristol to Exeter.Their clients are professionals, business owners, individuals, and families, who rely on their high-quality financial advice and investment services to preserve and grow their long-term savings and investments.The successful applicant for the Financial Planner role will enjoy a great package with the following benefits: -

  • Salary up to £100,000 basic
  • Bonus
  • Pension
  • Company car
  • A high net worth clients bank spreading from North Birmingham, Notts, Derby, South Yorkshire and Cheshire
  • You will receive both paraplanning and Admin support.
  • Remote working.
A financial planners regular responsibilities include:
  • Providing financial planning, insurance, and investment services to clients
  • Winning new business yearly
  • Ensuring client records are maintained and kept current
  • Cultivating and maintaining ongoing relationships with clients by tracking their successes and keeping them informed about any changes that may affect their finances
  • Acting as a liaison between the client and other financial professionals.
The ideal candidate for the financial planner position must have: -
  • Level 4 Diploma for Financial Advisers (DipFA) minimum, ideally Level 6 Diploma in Financial Advice (Adv DipFA) and to maintain CF30 status in accordance with the FCA regulations
  • Clear demonstration of a client centric approach with a well presented and articulate manner and dedication to doing the right thing for our clients
  • Excellent interpersonal skills, approachability, and professionalism. Harnessing IT skills to embrace the new virtual/digital ways to communicate with Clients
  • A proven experience in generating new business as well as looking after clients
  • Be prepared to deal with clients with 500K+ will be face to face advice, so you must be prepared to travel
  • Experience in dealing with High Net Worth (HNW) clients, specialising in holistic financial planning including IHT planning
  • Experience in networking and attracting new Clients through business development and effective business planning to grow a client bank and building relationships with Affinity Groups, Business Owners, Entrepreneurs, Professional and Retail Clients.
If you are looking for an exciting new opportunity in 2023, please forward a copy of your CV, for immediate screening and contact.

Keyskills :
Holistic Financial PlanningWealth ManagementHigh Net Worth IndividualsIndependent Financial AdviceLevel 4/6 diploma in financial advice (DipFA®)

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