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Form of workA boutique Surrey-based IFA offering outstanding independent financial advice on mortgages, investments, savings, and pension planning with a solid existing client portfolio is seeking a Financial Planner with a proven track record of their ability to write business and an incisive knowledge of the financial services market to work alongside the two founders of the business.
Ideal Candidate Profile:
- Honest
- Strong Work Ethic
- Primary Focus on Client Outcome
- Excellent Telephone Manner
- Full Dip FA Level 4 Required
- Proven Track Record in quality advice and client work
Salary and Benefits:
- Competitive Salary: Enjoy a competitive basic salary of £40,000 - £50,000, commensurate with experience.
- Bonus Income: Opportunity for bonus income based on production, OTE £120,000.
- Workplace Pension
Responsibilities: you will:
- Conduct full financial reviews for existing clients, utilizing the CRM system Finplan.
- Onboard new members into the existing large SIPP.
- Analyze client information and prepare tailored financial plans.
- Complete risk profiles, fact finds, and suitability letters.
- Assist clients in making informed decisions about their finances.
- Respond to clients' changing needs and circumstances.
- Stay up-to-date with financial products and legislation.
- Communicate with clients regarding new financial products or legislative changes.
- Ensure regulatory compliance in all aspects of the role.
The firm currently boasts a large book of Mass Affluent clients that require close attention. The role would suit a Financial Planner with a minimum of 1 - 2 years of client-facing experience with the ability to provide a high level of service to the existing book, and the ambition to expand the business’s client base further.
If this opportunity appeals to you, apply now.
