Independent Financial Adviser

Bond Recruitment Ltd

  • Crosby, Merseyside
  • £65,000-75,000 per year
  • Permanent
  • Full-time
  • 1 month ago
Our client is a well respected firm of Chartered Financial Planners in Merseyside, Due to the continued growth of the business they are looking to recruit an experienced Financial PlannerThe role of the Financial Planner is to develop new and maintain existing business streams, and to inform Clients of financial strategies and plans appropriate to their needs and objectives. The Financial Planner will also be involved in making investment management decisions.Qualifications:
Min Diploma in Regulated financial planning working towards Chartered status
Experience: 5 years working in financial servicesKey Contributions and OutputsDeveloping and maintaining Client relationships to help maintain business flow and meet agreed targetsDeveloping and maintaining internal relationships to help maintain business flow and meet agreed targetsPromoting the profile of the business within the profession and wider communitiesProviding financial information and advice to Clients, appropriate to their individual needsContinuous professional development to meet regulatory requirements and personal development needsEnsuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.The role holder has primary responsibility for:The development and acquisition of new financial advice business to ensure that business targets are metSome technical aspects of preparing for Client meetings, including financial recommendations and Client presentationsRunning and managing Client meetingsPreparation of meeting notes and fact finding documentationEnsuring that all Client requirements are followed through to the appropriate conclusionManaging an ongoing review service appropriate to the Client's needs in line with the business's proposition offeringIndividual workflow and task deliveryCompany benefits:
25 days holiday plus bank holidays
Birthday off
Hybrid working once probation is passed
Cycle to work scheme
10 x death in service
PMI
Pension 5%
Bonus scheme

Bond Recruitment Ltd