Financial Planner

Posted 26 March by Jenson Fisher Consulting Ltd

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£60,000 - £70,000 per annum

West London , London

Permanent, full-time

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My client are a prestigious Wealth & Investment Management organisation. They are an independently owned and award-winning wealth management Partnership proudly serving clients throughout the UK. Since 1989, they have been advising clients how to save, plan and invest for their families and futures. In a time when many businesses are moving to digital-only services, this business' greatest assets include the collective expertise of their people and the personal nature of the service they provide. They also pride themselves on being innovative in their approach, as they always look for new and distinctive ways to improve the service they offer to their clients.

They are now looking for a Financial Planner to provide financial planning advice to new and existing clients with less complex financial planning needs, and to take an active role in business development activities for the Firm.

Responsibilities

Targeting the acquisition of new clients for the firm through business development activities; proactively representing the business and taking the initiative to meet new potential clients;
Contacting clients that are not current engaged with their service, rebuilding the relationship through financial planning advice;
Work with Investment Managers to identify opportunities for existing clients;
Actively refer clients and prospects to other services and specialisms offered;
Service clients on an ongoing basis, conducting annual reviews and ensuring that the client remains on track to achieve their objectives; and
Carry out all activities in a compliant manner in line with internal procedures and regulatory requirements.

Candidate Profile

Will hold the CII DipPFS qualification
Will have at least 1-2 years of direct financial planning advisory experience, within a Wealth Management setting
Will possess a client focus and concern for quality, ensuring client satisfaction and retention
Will actively participate in knowledge sharing amongst the Wealth Planning and Investment Management teams
Maintains a full and proper understanding of the financial services market

Reference: 52378439

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