Senior Financial Planner/Team Leader

The Firm

Our client is a financial planning and asset management house that is dedicated to providing a high-quality service for private clients, trusts, and smaller institutions. Their mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and, at the same time, to prevent it being a source of anxiety. They want everyone who works there to be proud, and to derive fulfilment and meaning from their work.

Opportunity Overview

There’s an opportunity for the right person to work in a growing and dynamic business that uses the best the technology can offer in giving talented people a head start when dealing with clients that require comprehensive financial planning.

You will be given a number of clients, and client leads however it is very important that you are self-motivated and can self-generate opportunities for yourself

Key Responsibilities:

• Providing high quality advice to clients, including goal based planning, retirement and legacy planning, protection and proactively provide an ongoing service to clients
• Cultivating and nurturing relationships with individuals, their families, business owners and trusts
• Developing and maintaining a client bank emphasising a client centric approach to financial planning
• Developing and maintaining an ongoing rapport and service to clients and professional connections in line with internal services standards and industry regulations
• Ensuring adequate personal CPD is undertaken, and records maintained in association with Compliance and SPS in place
• Ongoing knowledge of financial markets and products, including appropriate legislative changes and committed to developing your professional skillset
• Demonstrating a willingness to get involved in other projects within the business that fall within your capabilities, which may occur from time to time
• The leadership of a small group of advisers, to include ongoing supervision, coaching and oversight

You:

• You must be currently working as a Financial Planner, ideally Chartered (or very close to), with a minimum of 5 years experience
• Industry relevant knowledge of Investments, ISA’s, Bonds, pensions and Protection
• Proven experience in a leadership role within the financial services industry
• Excellent communication skills, both verbal and written
• Be capable of delivery high quality financial advice to new and existing clients.
• Be customer focused but commercially minded and having excellent attention to detail.
• Ability to communicate with departments across the business.
• Demonstrate adept time and diary management skills, with the ability to prioritise tasks and work to multiple deadlines, often autonomously.
• Show a commitment to making well-informed decisions even under pressure and proven desire to work with policy and process and not against
• Be willing to support and provide appropriate guidance/mentoring and advice to more junior members of the team, inside and outside of their pod responsibility

Salary and Benefits:

Salary/package are negotiable and will be based on experience, qualifications and if there is additional responsibility of the individual leading people. There is also an uncapped formulaic bonus based on revenue generated which will be explained.

Generous holiday allowance and benefits (private medical, pension, income protection, death in service and flexible benefits platform). Industry leading sales programme provided. Relevant exam support for further qualifications can be provided after the successful completion of a probationary period, as well as a potential pathway to partnership and equity ownership to share in the growth of the business.

If you’re ready to take your financial planning career to new heights and become part of a supportive and forward-thinking team, we’d love to hear from you!