Product Features
Blog
Contact Us
Sign In
Clever HR
,
Leicester, Leicestershire
Financial Planner
|
|
Job Type: Full-time |
|---|---|
|
|
Salary: £45,000 per annum |
Overview
Join this well-established Chartered firm of Financial Planners who have offered advice in the specialist areas of pensions and investments for over 30 years. Providing a full range of services that includes investment advice, both individual and corporate pension solutions and self-invested pension schemes. The company is proud of its heritage and are looking for a client-focused Financial Planner who shares in its ethos and values Salary and Benefits: A competitive basic, circa £45,000, with excellent benefits and bonus scheme Remuneration and benefits subject to qualifications, experience and proven business development record Bonus scheme Car allowance Laptop & Mobile Phone Private Medical Insurance, life insurance etc Pension of 5% employer contribution with incremental progression in recognition of long service 26 days’ holiday, increasing incrementally in recognition of service Free onsite parking Responsibilities: To explore and develop new business relationships and pursue opportunities Manage a portfolio of existing clients and develop existing business relationships Maintain an up to date technical knowledge in all the specialist areas the Business provides advice Significant support provided through a range of staff including SSAS and SIPP Accounts Executives and Administrators Explore opportunities and develop appropriate business relationships within a targeted area of the country Establish contact with potential third-party introducers, such as solicitors and accountants Ensure that the firm’s high standards of client care are met by demonstrating competence in all stages of the advisory process, operating at all times within the Rules of the FCA as documented in the firm’s Compliance Procedures Liaison with paraplanning and administration staff, to ensure that work is undertaken and records are maintained, in accordance with the Rules of the FCA. Qualifications and Experience: Diploma in Financial Planning and working towards Chartered Financial Planner status Knowledge and Skills Required: 3 years’ experience of dealing with high net worth clients Excellent technical product knowledge across pensions inc SIPP and SSAS and Investments Analytical with excellent interpersonal and communication skills Knowledge of the FCA Training and Competence Handbook Knowledge of regulatory requirements relevant to the role About You: Highly motivated Organised Self-managed Client focussed Join this well-established Chartered firm of Financial Planners who have offered advice in the specialist areas of pensions and investments for over 30 years. Providing a full range of services that includes investment advice, both individual and corporate pension solutions and self-invested pension schemes. The company is proud of its heritage and are looking for a client-focused Financial Planner who shares in its ethos and values Salary and Benefits: A competitive basic, circa £45,000, with excellent benefits and bonus scheme Remuneration and benefits subject to qualifications, experience and proven business development record Bonus scheme Car allowance Laptop & Mobile Phone Private Medical Insurance, life insurance etc Pension of 5% employer contribution with incremental progression in recognition of long service 26 days’ holiday, increasing incrementally in recognition of service Free onsite parking Responsibilities: To explore and develop new business relationships and pursue opportunities Manage a portfolio of existing clients and develop existing business relationships Maintain an up to date technical knowledge in all the specialist areas the Business provides advice Significant support provided through a range of staff including SSAS and SIPP Accounts Executives and Administrators