Chartered Financial Planner, London (TB-1812)

Role: Chartered Financial Planner

Location: London

Package: Up to £60,000 Basic Salary + Bonus + Benefits + Clients Provided (300k of Ongoing Income) + Full Back Office Support 

Our client, a well-established and successful financial planning firm, are looking for a charismatic and driven chartered adviser to join the team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.

Key Responsibilities

• You will meet with prospective clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations.
• You must outline with your clients the type of on-going service that they wish to receive.
• You will plan, work towards, and generate a pipeline that sufficiently meets your pre-agreed business targets.
• It is crucial that you contact all leads supplied within an agreed timescale and then update the business with progress as appropriate.
• You must utilise the research panel when selecting the tailored advice for your clients.
• You will ensure that all client files are kept up to date and well maintained.
• You must construct investment reports in line with company standards.
• You will communicate effectively with the administration team and other resources.
• It is important that you provide clear and accountable management information.
• You will have the desire to continue your professional development, whilst also increasing your technical knowledge in specialist areas.
• You will liaise with internal departments including management and marketing.

 About You

• You will hold the Level 4 Diploma in Financial Planning as-well as possess Level 6 / Chartered status.
• You will be a confident, authentic, genuine and charismatic individual with excellent sales and presentation skills.
• You must have exceptional interpersonal and organisational skills.
• You will possess excellent communication and negotiation skills.
• You will be driven and highly motivated to achieve and exceed business targets.
• You must be hard working, enthusiastic, passionate, focused and articulate with a strong commitment to delivering an excellent client experience and service; It is imperative that you adopt a highly ethical and professional approach to your work.
• You will be eager to develop your career and will therefore possess a strong understanding of how you would like to achieve this; You will be prepared to undergo further study and training where appropriate.
• You must have excellent knowledge on all areas of wealth management (including investments, pensions, protection, retirement options, and tax planning); You must be able to research, analyse and interpret a diverse range of information.
• You will have a strong ability to build and maintain long-term relationships with clients.
• You will have the ability to work individually as well as part of a team.
• You will have strong literacy, numeracy, and IT skills.
• You will be able to convey complex information to a wide variety of people with various levels of understanding both written and verbally.