Our client is an award-winning, independent Financial Planning firm based in Cheshire with one clear purpose: making people’s lives better. Whether it’s their clients, team, community or anyone who crosses their path! They believe in creating a positive impact in everything they do.
Named one of the top 10 companies to work for in the Best Companies Top 100 List 2023 and the Number 2 Best Financial Services Company to work for in the UK this is where it all happens!
They are not your typical financial planning firm, and this isn’t your typical Senior Client Manager role. Finding the right people is the secret to their success. Join them and you’ll enjoy fantastic benefits including flexible working with boundless opportunities for growth and development.
The Role
1. Supporting the Financial Planner in the delivery of complex planning strategies and solutions, managing a client bank with assets up to £100m.
2. Attending client meetings alongside the Financial Planner and creating meeting minutes.
3. Working alongside the Financial Planner to discuss the client’s circumstances and be involved in creating and implementing a financial strategy, being proactive in applying your knowledge and thinking imaginatively to solve complex problems.
4. Having the confidence to work closely with Senior Planners, including our Founder, taking the lead on client relationships, and quickly establishing trust and rapport with both clients and senior members of the team.
5. Carrying out research and analysing products and services that are appropriate to each client’s financial circumstances and discussing appropriate solutions with the Financial Planner.
6. Preparing clear investment strategy, mandate, and recommendation reports, ensuring adherence with regulatory standards for review by the Financial Planner.
7. Completing portfolio reviews to support the ongoing client relationship, including maintaining a client file review system to regularly assess client holdings and changing financial priorities.
8. Being responsible for ensuring that recommendations are fully implemented in a timely manner.
9. Being a technical expert and having a passion for developing and mentoring junior members of the team.
10. Effectively using research and planning systems such as Analytics, O&M, Voyant, Papercloud and wrap platforms such as Nucleus.
11. Maintaining up-to-date knowledge of the industry, compliance and regulatory developments.
12. Working in line with the requirements of the Consumer Duty legislation to achieve the best outcomes for your clients.
The Ideal Candidate
1. Chartered Insurance Institute (CII) Level 4 Diploma in Regulated Financial Planning, or an equivalent qualification.
2. In an ideal world, you hold/be working towards Chartered Insurance Institute CII Level 6 Advanced Diploma in Financial Planning.
3. You will have at least 5 years of relevant industry experience.
4. You will embody their values of Integrity, Growth, Simplicity and Excellence.
5. You will be hard-working, energetic and able to easily adapt to change.
6. You will thrive in a culture rooted in fun, collaboration, learning and growth.
7. You will strive for excellence, setting high standards and be fully committed to nurturing your development with their support.
8. Part time hours will be considered.
Job Type
Full-time
Pay
£50,000.00-£75,000.00 per year
Benefits
* Casual dress
* Company events
* Company pension
* Discounted or free food
* Employee mentoring programme
* Enhanced maternity leave
* Enhanced paternity leave
* Financial planning services
* Free parking
* Health & wellbeing programme
* Life insurance
* On-site parking
* Paid volunteer time
* Private medical insurance
* Work from home
Schedule
* Flexitime
Application question(s)
* Do you have the Chartered Insurance Institute (CII) Level 4 Diploma in Regulated Financial Planning, or an equivalent qualification?
Education
* Certificate of Higher Education (preferred)
Work Location
Hybrid remote in Wilmslow SK9 3DF
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