An opportunity has arisen for either a well-established Financial Adviser or someone who has some initial experience working as a financial adviser.
What the role involves:
* You will be a part of our financial planning team providing an excellent Financial Planning service to a large range of private clients, business owners, and corporate clients.
* You will provide us with the additional capacity to grow our Financial Planning business whilst developing your own client bank.
* Preparing accurate and compliant Financial Planning reports with the assistance of a Paraplanner.
* Offering a great ongoing service to Financial Planning clients. You will be there for our clients when they need you. You will be proactive in terms of client communications.
* You will respond to prospective customers on planning-related queries.
* Opportunity to support our business development initiatives such as seminars, presentations and networking. You will be encouraged to drive new business forwards and assist with our business development plans.
* Have the potential opportunity to be involved in project work.
* Assist in the development plans for the company.
* Offer subject matter expertise to fellow Advisers.
* Maintain awareness of the latest legislative changes that may affect planning.
* You will form part of our T&C scheme and will be required to maintain an up-to-date SPS.
* Have sound technical knowledge, the ability to ensure compliant files and provide holistic financial planning options and advice.
* Your development: We can provide a study package towards the Chartered or Fellowship qualification, including study leave and mentoring through your qualification journey. We also provide a complementary range of training opportunities to ensure that you maximise your potential in areas such as becoming a trusted adviser, how to network, presentation skills, etc with opportunities for progression within the Financial Planning team or wider practice.
* We have quarterly performance review conversations to ensure your development is on track. We also encourage you to get involved in project work and wider firm initiatives and have your say on how we can progress on our journey toward being the best North West firm of finance professionals.
Your attributes: As well as relevant experience in financial planning, we’d like you to be:
* Keen to play an active role in a dynamic team and willing to contribute to the success of the team and the firm as a whole.
* Passionate about providing great client service with a genuine interest in our clients.
* Great at communicating with people at all levels.
* Positive, emotionally aware, and resilient.
* Good at using your initiative, solving problems, and working under pressure.
* Motivated and well organised.
* A good networker.
* Have good organisational skills as well as the ability to take initiative and contribute to the effective running of the department.
* Have a Level 4 Diploma in Financial Planning and work towards CII Chartered status.
* 2 years or more experience in an advising role.
* Have an appetite to build and develop a client bank with support from the team and practice.
* Comfortable working towards the team and personal objectives.
In addition to competitive salaries, here’s what our market-leading benefits packages look like:
* 28 days’ holiday per annum + bank holidays.
* Office closedown over the Christmas period.
* On-site free parking.
* Employer pension contribution of 8%.
* Death in service life cover of 4 x salary.
* Private medical insurance.
* Flexible benefits (salary sacrifice) scheme including a range of benefits such as extra holidays, electric car scheme, etc.
* Full technical and soft skills training and support.
* Annual firm-wide success bonus.
* Employee well-being portal.
* Access to the WeCare app that offers health, well-being, financial and legal support.
* Dress for your day policy and dress down Fridays.
* Paid sick leave for up to 3 months.
* Extensive learning & development opportunities and study support.
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