Chartered Financial Planners

  • Job Reference: 00000417-1
  • Date Posted: 26 April 2022
  • Recruiter: Independent Resourcing Consultancy
  • Location: Crawley, Sussex
  • Salary: On Application
  • Sector: Financial Advisers, Other Financial Services Jobs
  • Job Type: Permanent
  • Contact: Eamon Behan
  • Email: eamon@ircfs.com

Job Description

The Proposition

IRC are delighted to be recruiting for a number of Chartered Financial Planners to join a successful award-winning firm, on an employed basis, due to significant expansion, taking your career to the next level!

This is a fantastic opportunity for a seasoned Chartered Financial Planners to join a rapidly expanding advisory firm dedicated to providing clients with the highest level of holistic financial planning.

This multi-award-winning Chartered financial planning firm places strong emphasis on client service and offer outstanding holistic financial planning and wealth management service to their clients across the UK,  thanks to their in-house technology solutions combined with market-leading discretionary fund management.

The Offer

If selected you will receive a competitive salary and benefits package, including revenue based bonus, as well as a great working environment, with flexible working available and a well-defined and well-structured career development path.

Through savvy company acquisition and development strategy, they are in a great position to provide advisers with a substantial client bank to service and thorough an extensive framework in assist you in maintaining and growing existing client as well as attracting new ones.

Using a combination of face-to-face meetings and digital resources, we design our client service model on our clients' needs.

All advisors receive extensive training, professional development, and compliance support.

You'll also get full administrative and paraplanning assistance, allowing you to spend more time meeting your customers' needs and writing business.

The Requirements you’ll need.

  • Ideally be Chartered or within a year of gaining Chartered Status
  • Minimum of three years' experience ideally as an employed Chartered Financial Planner with preferably, with Financial Advisory Firm experience (independent or restricted).
  • Have the technical knowledge and experience required, to provide high-quality advice across all aspects of financial planning, including tax efficient investment planning, pensions and retirement planning, protection and estate planning, and the ability to analyse clients' financial needs and goals, develop lifetime planning strategies, and proactively provide an ongoing advice service to our clients.
  • Working with individuals and their families, entrepreneurs, corporations, charities, and specialised professions, as well as managing professional intermediary clients is a plus.
  • Additional specializations in pensions, trusts, and/or long-term care, as well as membership in a professional organization.
  • STEP, SOLLA, and Resolution highly desirable.
  • Whether conducting annual client reviews electronically or in person, you should feel at ease.
  • Excellent communication skills and a high literacy level are required.
  • A full awareness of the compliance, legal, statutory, and regulatory issues that affect this field is required.
  • You will be comfortable using digital client meeting platforms such as Microsoft Teams, as well as systems experience with Microsoft 365, CRM, and compliance systems.