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Financial Planner- Lucrative Niche

Posted 21 February by MW recruitment Easy Apply Featured Ended

Our client is a highly regarded wealth management firm offering multiple financial advisory services. An opportunity has arisen for a successful and driven Financial Planner, this role will focus on a lucrative niche market.

Duties will include: Financial Planner

• Develop opportunities and deepen relationships with clients in existing portfolio.

• Responsible for identifying and engaging suitable clients, in part through developing a network of connections leading to client recruitment.

• Proactively provide on-going advice to clients (both self-sourced and those provided by internal and external business partners) at regular agreed intervals, taking account of changes in their personal circumstances and the regulatory and legislative environment

• Working in a team with the para-planners and professional support staff, ensure client instructions are executed in a timely manner

• Responsible for remaining competent and up to-date on legislation as an adviser through qualifications, attendance at conferences and training

The ideal candidate will have:

• Experience in working within a financial planning environment, preferably fee based

• 5+ years’ experience as an adviser or equivalent technical professional.

• Evidence of mentoring/coaching colleagues.

• University qualified or equivalent industry experience

• Appropriate FSA qualifications - AQA level 4 or SCQF 8

• Chartered Financial Planner preferable

In return you can expect a highly rewarding career with a company that prides itself on a strong management team that recognises successful and driven individuals.

To be considered for this role please click apply now

Required skills

  • Business Development
  • Business Meetings

Reference: 34521307

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