We are currently recruiting for a boutique Financial Planning practice in Thames Ditton who are looking to recruit a Junior Financial Planner.
They are a small firm offering independent financial advice on mortgages, investments, savings and pension planning with a solid existing client portfolio.
You will have a proven track record of results and be able to demonstrate great communication skills and a good knowledge of the fast moving financial services market.
You will have the following traits:
1. Honest
2. Strong work ethic
3. Primary focus on client outcome
4. Excellent telephone manner
5. Smart and professional appearance
6. Full Dip FA level 4 required
7. Proven track record in quality advice and client work
We they offer:
8. A competitive basic salary of c £40k depending on the candidate
9. Bonus income based on production (amount??)
10. Workplace company pension
11. 20 days holiday
Responsibilities
Your tasks will vary but typically you will need to:
12. Contact existing clients to carry out full financial reviews and conduct in-depth reviews of clients& financial circumstances, current provision and future aims using the CRM system Finplan
13. Analyse information and prepare plans best suited to individual clients& requirements
14. Complete risk profiles, factfinds and suitability letters
15. Research the marketplace and provide clients with information on new and existing products and services
16. Assist clients to make informed decisions
17. Review and respond to clients changing needs and financial circumstances
18. Promote and sell financial products to meet given or negotiated sales targets
19. Keep up to date with financial products and legislation
20. Produce financial reports
21. Contact clients with news of new financial products or changes to legislation that may affect their savings and investments
22. Meet the regulatory aspects of the role, requirements for disclosure, costs of the services provided and also the advised products.