My client is a fully independent Financial Advisory firm, providing both businesses and individuals with sound Financial Planning and Financial Advice across Investments, Inheritance Planning, Retirement Planning, Cash Flow Planning, and Investment & Tax Planning for Businesses since 2014. Focusing on goals-based holistic Financial Planning.
We are urgently seeking a Chartered Financial Adviser to join the existing Financial Advisory team and to service our clients on a daily basis. Specifically, you’ll be responsible for:
1. Working collaboratively with our paraplanners to give advice to our clients to help them best achieve their goals.
2. Presenting lifetime cashflow forecasts with multiple scenarios.
3. Presenting financial plans with our advice and suitability reports for regulated recommendations.
4. Managing a portfolio of clients, delivering scheduled reviews, and all advice needed during the year.
5. Meeting prospective clients to assess the advice they need and propose how we can best help them.
6. Supporting other members of the Balance team with strong technical knowledge.
7. Nurturing all client relationships, as well as important professional relationships.
We require a Chartered Financial Adviser (possibly will consider someone who is very close to Chartered qualification level) with strong technical knowledge and a number of years of Technical Paraplanning experience. We require you to have Pension Transfer qualifications and experience in preparing defined benefit pension advice. You will work holistically, seeing a client’s ‘big picture’ and working out how they can best achieve their life goals. You may already be using the Kinder Institute life planning approach or something similar and must be comfortable in a wide range of Financial Planning areas. You will also have cash flow modelling experience ideally using Voyant, as well as being an effective communicator at all levels.
A great salary is offered with this role, as well as hybrid working options.
Additional information
VACANCY DETAILS
Location:
Nottingham
CLOSING DATE
Oct
30
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