Position: Financial Planner
Location: Lancashire, Near Preston
Company: Well Established Firm of Independent Financial Advisors
About the Company: Our client is a highly reputable and well-established firm of Independent Financial Advisors based in Lancashire, near Preston. With a strong focus on providing holistic financial advice, particularly in the areas of Pensions and Investments, they have built a loyal client base over the years. As they continue to grow, they are now seeking a talented Financial Planner to join their team.
Role Overview: As a Financial Planner, you will be responsible for servicing and developing a book of existing clients, providing comprehensive financial advice tailored to their individual needs. With a focus on pensions and investments, you will play a key role in helping clients achieve their financial goals and secure their futures.
Key Responsibilities:
- Provide holistic financial planning advice to clients, with a focus on pensions and investments.
- Build and maintain strong relationships with existing clients, ensuring high levels of client satisfaction and retention.
- Identify opportunities for additional services and products that meet clients' needs.
- Keep abreast of industry developments and changes in regulations to ensure advice is up-to-date and compliant.
- Work closely with other members of the team to deliver exceptional service and contribute to the overall success of the firm.
Requirements:
- Previous experience as a Financial Planner or Advisor, preferably within an independent financial advisory firm.
- Strong knowledge of pensions and investments, with the ability to provide comprehensive advice to clients.
- Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
- Qualified to a minimum of Diploma level (DipFA, DipPFS, or equivalent). Chartered status would be advantageous.
- A proactive and client-focused approach, with a commitment to delivering high-quality service.
Salary and Benefits:
- Competitive salary up to £55,000, depending on experience and qualifications.
- Company benefits package.
- Hybrid working arrangements available.
- Opportunity for further growth and development within the company, with additional clients becoming available as the firm continues to expand.
Sector:
- Financial Services
- Financial Planning
