Chartered Financial Planner - Gloucestershire/Midlands

at  Attivo Group

ABOUT YOU:

You will need to be an experienced Financial Planner, holding Chartered status or close to achieving. You have solid experience as a Financial Planner and have worked with HNW clients previously. You already hold CAS status and are looking for a role that is client centric and focused on long term relationships.
You are an excellent communicator and able to influence others, acting as a financial coach, building trust with our high-net-worth clients. You are able to work with demanding objectives and prioritise your own workload and be able to work as part of a team.

ESSENTIAL SKILLS AND EXPERIENCE

• A proven track record providing high levels of service and advice
• Qualified Financial Planner with the CII
• Chartered status or close to

ABOUT THE ROLE:

This is a unique and exciting role, working directly with a highly qualified and experienced Associate Director supporting their large HNW client bank. As a Chartered Financial Planner (or close to), you will provide high calibre, long term tax and lifestyle financial planning services to clients of Attivo, working directly with an Associate Director, supporting their client bank. Building strong, long term client relationships and ensuring clients’ needs are satisfied compliantly and efficiently and maximise new business opportunities and retain the group’s growing client base.
You will be an ambassador of Attivo, representing its core values and company behaviours, raising the profile of the business and the profession with internal and external stakeholders.
As a business, we fully support hybrid working and have both working from home and flexible working policies. You will have a base office (Cheltenham) and can expect a mix of working from the office, working from home and travelling in and around the Gloucestershire/Midlands/Buckinghamshire area to meet clients.

KEY RESPONSIBILITIES INCLUDE:

• Develop life plans with and for our clients, utilising cash flow modelling and SMART objectives.
• Providing the ‘Attivo service’ to our clients, which involves them feeling like they are our only client.
• Attend client meetings, initially alongside the Associate Director, supporting in the provision financial advice, and making recommendations to help clients achieve their financial planning requirements
• Ensure the compliance procedure is adhered to at all times to protect and safeguard the company by meeting the regulatory aspects of the role
• Develop product, technical and regulatory knowledge to keep up to date with latest financial regulations
• Provide full disclosure of compliant advice process and charges to the client
• Conduct in-depth reviews of clients’ financial circumstances and future aims
• Ensure recommendations are suitable for the client and are fully understood
• Adhere to AML requirements and deliver suitability reports within prescribed timescales
• Follow through with client and providers to ensure business completed in a timely manner
• Ensure all regulatory obligations are discharged fully during all engagements with client
• Support the business in responding to any complaints either being handled internally or by the Financial Ombudsman Services
• Maintain a high standard of file quality and compliance standards
• Maintain continuous professional development records and a comprehensive knowledge of pensions, investments and estate planning
• Proactively seeking and generating new partnerships with new clients