Financial Planner

Posted 27 March by Heat Recruitment Easy Apply Featured

Position: Financial Planner

Location: Chelmsford

Salary: £50,000 - £60,000

The client:

Our client is highly reputable IFA firm with a presence that covers the south of England, from the South West to the South East and London. We are now looking for an experienced Financial Planner, ideally from a holistic background to join an office that has a partnership with a leading accountancy firm where you will be given clients of high standard to service.

The Role:

You will be the primary Financial Planner responsible for the office and it will be your responsibility to ensure the successful delivery of the agreed business plan.

The USP of this role is that the client does NOT require you to bring a book of business to the company so that you can focus on the leads that are provided. The reason for this vacancy is that there are more leads that can be managed with present numbers and so this is an expansion position.


Manage your clients and your individual workload to ensure your business and revenue targets are being met through the production of an annual business plan.

To provide regular, ongoing service to clients in accordance with Company Policy and as agreed with Clients.

Ensure that all communications with clients are documented and recorded on the client file on our back-office system and that it is compliant with regard to the Company and Regulatory standards.

Work with the Para planning team to prepare reports for clients and client prospects that meet with the Company and Regulatory standards and that are free from jargon.

What’s needed for me to be considered?

We are looking for someone who is advising at present, between Level 4 and Chartered Level

Someone who has their current Statement of Professional Standing (SPS);

Further professional qualifications (or working towards) i.e. Pension qualifications including G60, AF3

Experience of Cash Flow Modelling -the production and delivery of cash flow models for clients in support of the individual/family’s holistic financial plan

What next?

If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Reference: 33881964

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