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Jobs  /  Advice  /  Exeter

Financial Planner

£70,000 – £90,000ExeterPermanentPosted 2 months ago

Chartered Financial Planner - London

We are working with a well-established national wealth management business to recruit a Chartered Financial Planner into their London office.

Our client is a chartered firm with a national presence and an excellent reputation, forming part of a larger financial services group. They deliver holistic advice across retirement planning, investments, protection and tax planning to clients throughout the UK.

  • To £80,000 plus bonus and an exceptional benefits package

The opportunity

This is an immediate vacancy created by the retirement of an existing Financial Planner. The successful candidate will take over an active, established client bank producing in excess of £300,000 in recurring revenue, with access to new business opportunities alongside it. The role is based from the London office with hybrid working available.

Key responsibilities

Provide financial planning advice to individuals through comprehensive KYC and needs analysis, identifying solutions within the principles of best advice and suitability

Deal with advice enquiries from within and outside the business, promote services to external introducers and work with colleagues across the wider group to identify new opportunities

If this opportunity could be of interest, please apply and we can discuss it in more detail.

  • Manage the transition of the client bank from the retiring adviser, ensuring continuity of service and maintaining strong client relationships
  • Work alongside the support team to produce advice reports to business and regulatory standards, and implement agreed solutions
  • Manage workflow with the support teams so that administration meets the firm's record keeping and file quality requirements
  • Deliver ongoing services to existing fee-paying clients to the agreed service level
  • Maintain competence in line with the FCA's Statements of Principles and the firm's Training and Competence scheme
  • What you will need
  • Chartered status with the CII, or working towards it
  • A current Statement of Professional Standing from the CII
  • A minimum of three years' relevant industry experience
  • Comprehensive industry and technical knowledge
  • Excellent interpersonal and communication skills
  • The ability to work in a structured, efficient manner, making effective use of support staff
  • Package and benefits
  • Base salary to £80,000
  • Annual performance-related bonus
  • Pension with employer contributions of up to 12%
  • Life assurance at 6x pensionable salary, flexible up to 18x
  • Company-funded private medical cover, with the option to add family or partner cover
  • Income protection at 60% of salary, with the option to increase to 75%
  • Six months' full pay under short-term disability after one year of service
  • 25 days' holiday, with the option to buy or sell up to five days
  • Hybrid working

Applying

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Also open

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