Financial Planner

• We're more than colleagues - were like family. Think client socials, educational workshops, weekday walks and Summer BBQs.
• Flexible working that respects life outside the office. School run? Sports practice? No problem.
• A Chartered, high-calibre firm where you're fun, yet technical, client centric prowess is celebrated, not hidden.
• A selective, nice people only client base - no awkward calls, just rewarding relationships.
• Shared success: year-end bonuses, and the opportunity to be part of an Employee-owned business.

• Provide excellent holistic advice across:
• Pension & retirement planning (including switching), Investment strategies, Inheritance tax & trust planning and Protection solutions.
• Retain and grow your portfolio through referrals primarily and targeted networking exposure.
• Exceptional cashflow planning through Voyant and Timeline.
• Deciding upon the strategy and Financial Plan for the client.
• Maximising client need areas building impeccable relationships with them, their relations and external third parties.
• Mentor and develop our paraplanners and support staff.
• Stay ahead of regulatory changes, being in the know and maintain your CPD.
• Achieve rounded KPIs while delivering a right-first-time service experience.
• Embrace Ai, researching, testing, and optimising your toolkit to enable you to be efficient, accurate and deliver top notch service.
• Actively participate in client events.
• Deliver fun and engaging meetings.
• Partake and lead in knowledge sharing adviser sessions and wider business adviser training sessions.
• Have relevant social media and marketing presence for clients.
• Ultimately service a client bank of 70-100 clients.

• Minimum 2 years IFA experience, with active SPS & CAS (preference for 3-7 years advising experience).
• We want people to come and stay with us for at least ten years.
• Chartered status or clear path to achieve it in the next 12 months.
• Top-tier literacy, numeracy and decision-making skills.
• Confident with Word, Excel and the ability to pick up new systems fast.
• A self-starter with a can-do attitude and genuine team spirit.
• Client bank we don't really need your clients. We want you, if you have some you cant let go, we understand why and will do our best to accommodate.

• Intelligent Office (Intelliflo), Voyant, FE Analytics, Timeline Cashflow planning software.
• A track record of building sustainable referrals and achieving retention targets.

• Taking an interest inside of the day job to find out more about whats going on.
• Enjoy attending events - to learn not just to mill around! You are capable of taking that learning and applying it to your role and helping others in the business do so too.
• Curious!
• Do wider reading / listening / looking!
• Its doesnt matter on what really, because we are life planners and life is all encompassing! but taking that and applying relevant points to role.
• Friendly - people focussed. Enjoy socialising and finding out about people.
• Proactive helper - you want to help people. Its very simple! That should be your sole motivation.

• 30 days holiday (pro rata) + bank holidays.
• Company pension, bonus scheme, group income protection & private medical insurance.
• Team socials, workshops, charity walks and events.
• A culture of loyalty, honesty and mutual respectyour growth is our growth.
• Basic salary: £65,000 - £95,000 dependant upon experience.

• 30 days holiday (pro rata) + bank holidays.
• Company pension, bonus scheme, group income protection & private medical insurance.
• Team socials, workshops, charity walks and events.
• A culture of loyalty, honesty and mutual respectyour growth is our growth.
• Basic salary: £65,000 - £95,000 dependant upon experience.

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