Financial Planner

Financial Planner – Client Bank & New Clients Provided!

To £60,000, plus bonus

Harrow

Due to continued expansion, we have been retained by a boutique ‘whole of market’ Financial Planning firm, to recruit an experienced Financial Planner, with strong account management skills.

A mature Client Bank and all future clients will be provided, so you will not be required to move clients over or self-generate new clients. The firm has some incredible reputation of managing its clients’ wealth that self-generates referrals and at same time increases the revenue within your client bank.

Responsibilities

• Managing an existing client bank


• Targeting the acquisition of new clients for the Firm through Business Development activities; pro-actively representing the business and taking the initiative to meet new potential clients;


• Contacting clients that are currently unengaged with their service, rebuilding the relationship through financial planning advice;


• Actively refer clients and prospects to other services and specialisms offered.


• Service clients on an ongoing basis, conducting annual reviews and ensuring that the client remains on track to achieve their objectives;


• Carry out all activities in a compliant manner in line with internal procedures and regulatory requirements.

Competencies / Skillset

• Getting Things Done – Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure.


• Communication & Sharing Knowledge – Confident, clear and accurate with all communication. Maintains accurate records and makes effective use of new technology.


• Customer Service – Positive attitude to find solutions in line with TCF principles. Uses customer feedback to improve service.


• Effectiveness & Adaptability – Able to maintain a high volume of work, striving for continual improvements. Understands individual contribution in relation to corporate objectives. Presents a positive image and approach to change.


• Team Working – Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.


• Client focus and concern for quality – good financial planning knowledge and ability to deliver advice in an understandable manner to clients, ensuring client satisfaction and retention


• Actively participate in the sharing of knowledge – to both Wealth/Financial Planners and Investment Managers


• Market Knowledge – Maintain a full and proper understanding of the financial services market


• Commercial Sense – manage each client relationship on a sustainable and profitable basis, dealing with issues promptly and appropriately

Experience / Qualifications

• Must hold the CII Diploma in Regulated Financial Planning (DipPFS) qualification


• Previous experience of providing financial planning advice to clients


• Previous experience in business development and growing a client book