Financial Planner - experienced or trainees considered

• Job Type: Full-time
• Location: Office-based in either Exeter or Bath - after embedding in period hynrid working available
• Salary: Competitive plus bonus 

An esteemed IFA firm is seeking a Financial Planner to join their dedicated Central Client Team. This role is ideal for ambitious Paraplanners ready to step up, offering a chance to provide top-tier financial advice to Tier 2-4 clients. Success is measured by client retention, new business acquisition, and maintaining high satisfaction levels in a professional and compliant manner.

• Service and review existing clients using a tiered client segregation system.
• Explain the fact-find process to clients and ensure all necessary information is gathered before providing new advice.
• Research and consider all potentially suitable products, documenting recommendations and reasons.
• Communicate clear and understandable recommendations to clients, confirming them in writing.
• Strive for a minimum of 90% case retention after 12 months.
• Maintain accurate and complete client contact notes in CURO and action plans as necessary.
• Meet or exceed agreed targets for business volume and mix, as well as annual retention targets.
• Foster good working relationships with colleagues and maintain strong client relationships.
• Apply industry knowledge practically and comply with FCA rules and company procedures.
• Engage in Personal CPD Analysis and complete CPD Activity records.

• Level 4 qualification in Financial Advice.
• Aspiring to become Chartered.
• Passionate about the financial industry with a comprehensive understanding of governing rules.
• Strong analytical abilities, including verbal, numerical, and IT skills.
• Professional sales skills to effectively sell the company’s full portfolio of offerings.
• Excellent communication skills, adaptable to different audiences.
• Team player who is also organised and self-motivated, with a plan for success.

• Competitive salary with a clear path for career progression.
• Opportunity to work with a reputable IFA firm.
• Supportive environment for professional development towards Chartered status.

To apply for the Financial Planner position, please submit your CV and cover letter detailing your relevant experience and qualifications, and why you are interested in this role.