DESCRIPTION

We are seeking an accomplished Financial Planner ideally Chartered with a minimum of 3 years’ experience working within a Financial Advisory Practice (whether independent or restricted). You will be experienced in analysing clients’ financial needs and goals, developing comprehensive lifetime financial planning strategies, and delivering a proactive, ongoing advice service to our clients.

THE KNOWLEDGE, EXPERIENCE AND QUALIFICATIONS YOU NEED

• Current employment as a Financial Planner, ideally Chartered, and a minimum of three years’ experience within a Financial Advisory Practice (independent or restricted)
• Skills to analyse clients’ financial needs and goals, develop lifetime planning strategies, and proactive provision of ongoing advice service for our clients
• Technical knowledge and experience to provide high-quality advice across financial planning aspects
• Experience working with varied clientele including individuals and their families, entrepreneurs, corporations, charities, specialist professions and intermediaries
• Accreditation accoutrements like specialisations in Pensions, Trusts and/or Long-Term Care and memberships of professional bodies
• Comfort using digital client meeting tools, along with solid systems experience with Microsoft 365, CRM, and compliance systems.

Experience advising a range of clients including individuals and their families, entrepreneurial business owners, corporates, charities, specialist professions, and managing relationships with professional intermediaries is highly desirable.

• Specialist expertise in Pensions, Trusts, and/or Long-Term Care, as well as professional accreditations such as STEP, SOLLA, or Resolution, would be advantageous.
• Comfortable conducting annual client reviews electronically and in person
• Excellent communication and high literacy standards
• Commitment to ongoing professional development (ideally Chartered, or within a year of achieving Chartered status)
• Thorough understanding of Compliance, Legal, Statutory, and Regulatory requirements relevant to the field
• Proficiency with digital client meeting tools (e.g., Microsoft Teams) and experience using Microsoft 365, CRM, and compliance systems

You should have strong technical knowledge and hands-on experience across all aspects of financial planning, including tax-efficient investment strategies, pensions and retirement planning, protection, and estate planning.

Experience advising a range of clients including individuals and their families, entrepreneurial business owners, corporates, charities, specialist professions, and managing relationships with professional intermediaries is highly desirable.

• Specialist expertise in Pensions, Trusts, and/or Long-Term Care, as well as professional accreditations such as STEP, SOLLA, or Resolution, would be advantageous.
• Comfortable conducting annual client reviews electronically and in person
• Excellent communication and high literacy standards
• Commitment to ongoing professional development (ideally Chartered, or within a year of achieving Chartered status)
• Thorough understanding of Compliance, Legal, Statutory, and Regulatory requirements relevant to the field
• Proficiency with digital client meeting tools (e.g., Microsoft Teams) and experience using Microsoft 365, CRM, and compliance systems.