A fantastic opportunity has arisen for an experienced Chartered Financial Planner to join our Personal Wealth team. We are looking for a candidate who is driven by a desire to deliver good outcomes for clients. As a new team that will continue to develop and grow, you should be flexible and confident to provide your input.

WHAT WILL YOUR ROLE LOOK LIKE?

While the role will involve supporting distribution efforts, for example, by attending webinars and seminars for large corporates, the primary responsibility will be to onboard and serve new clients.

THOUGH THIS IS A VARIED ROLE, YOUR KEY TASKS WILL INCLUDE:

• Upholding our values and culture of client centricity at all times.
• Supporting distribution efforts, e.g. delivering and attending webinars/seminars for large employers
• Actively seeking to onboard new clients
• Contributing to the evolution and growth of our business and propositions through sharing views, knowledge and expertise with other team members
• Contacting clients and setting up meetings, either on-line, within an office environment or in clients’ homes or business premises
• Conducting in-depth assessments of clients’ financial circumstances, current provision and future aims
• Completing investment risk analyses using attitude to investment risk questionnaires
• Researching the marketplace and providing clients with information on new and existing products and services
• Analysing information and preparing plans best suited to individual clients’ requirements
• Designing financial strategies
• Meeting all regulatory aspects of the role, e.g. requirements for disclosure, costs of the services or products provided whilst accepting responsibility for the advice provided
• Promoting and recommending financial products and services to meet given or negotiated sales targets
• Keeping up to date with financial products and legislation
• Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
• Reviewing and responding to clients changing needs and financial circumstances

TO ENJOY AND SUCCEED IN THIS ROLE, YOU WILL HAVE:

• RQF level 6 qualified
• Achieved Chartered Status
• Demonstrable experience as a regulated financial adviser
• Excellent communication, interpersonal and listening skills and comfortable presenting to large groups
• The capability to explain complex information simply and clearly
• The ability to network and establish relationships with clients
• Demonstrate excellent research and analytical skills
• Possess negotiation and influencing skills as well as determination and tenacity
• A good level of numeracy and IT skills
• Good working knowledge of IO database is preferred
• Sound knowledge of Microsoft Word, Excel and PowerPoint