Chartered Financial Planner/Financial Adviser (with client bank)

Posted 14 June by Financial Divisions
Easy Apply

Chartered Financial Planner/Financial Adviser (with client bank)


£50k plus excellent benefit package

Financial Divisions are delighted to be supporting a very well established, well-known and Award-Winning Wealth Management firm in their search for a Chartered Financial Planner.

This is a regulated, Private Client financial planning role, where you will be maintaining and developing new and existing private clients, by providing high quality advise and consultancy. You will ensure that the revenue from the portfolio is profitable, identify and proactively develop new business opportunities and provide a professional high-quality service to all clients, colleagues and third parties.

This is a great opportunity to join a highly experienced team of Financial Planners, who are supported by an excellent back office made up of Administrators and Paraplanners.

There is an existing client bank that will be passed over, as well introductions to professional introducers and a dedicated team who will also provide leads.

You will be responsible for client account ownership, including higher value/specialist and more complex client relationships. Anticipate and respond to the on-going and future needs and objectives of clients, with a prompt and flexible approach to meet and exceed their expectations and ensure consistent delivery of outstanding service. You will also create and develop solutions for complex financial planning needs.

For consideration for this role, you will be Level 4 Diploma Qualified as a minimum, ideally Certified or Chartered Financial Planner and be able to work in line with the IFP six steps financial planning process. You will be a FCA approved person CF30 status and be able to evidence CPD as required to maintain and enhance knowledge and skills.

Please send your CV to Madeleine Kerrane

Reference: 38218850

Bank or payment details should never be provided when applying for a job. For information on how to stay safe in your job search, visit SAFERjobs.

Report this job