JOB DESCRIPTION:

Our client, a well-established financial services firm, is looking for an experienced Financial Planner to join their team on a permanent basis in London.
The successful candidate will assist clients with their financial planning needs, guiding them towards achieving their long-term financial objectives.

ESSENTIAL SKILLS/EXPERIENCE:

• Qualified level 4, potentially working towards level 6, with demonstratable experience as a regulated Financial Planner and high levels of technical knowledge within this field
• Strong, strategic networking skills, with the drive and tenacity to use these to support the further growth of our business
• Exceptional interpersonal and communication skills, demonstrated through your ability to consult and influence successfully with clients and colleagues
• First class IT skills (the suite of Microsoft Office tools)
• Taking a client-centric approach, enthused by the opportunity to deliver good outcomes for clients, evidenced in your approach to both growing and serving your client base in previous positions
• Strong organisational and project management skills, with the ability to effectively multi-task
• The ability to work in a way that is aligned to our four core values of being friendly, partnering, straightforward and confident
• A flexible, innovative approach to developing solutions, working effectively with others
• Good working knowledge of Intelligent Office/Intelliflo desirable

• Conducting in-depth assessments of clients’ financial circumstances, current provisions, and future aims and goals, and completing investment risk analyses
• Proactively driving new business through a combination of delivering webinars/seminars and 1:1 guidance to the employees of our corporate clients
• Analysing information and preparing plans and financial strategies best suited to individual clients’ requirements, using cashflow planning tools
• Securing a strong rate of client referrals and developing professional connections within your own network
• Contributing to the evolution and growth of our business and propositions through sharing views, knowledge and expertise with other team members
• Backed by research, providing clients with information on existing and new products and services
• Developing strong relationships to onboard and retain clients
• Working in a way that meets the regulatory aspects of this role, including adherence to our compliance processes and keeping up to date with financial products and legislation