Financial Planner - Financial Services - Leatherhead, Surrey

  • Job Reference: 00000285-1
  • Date Posted: 7 September 2021
  • Recruiter: Independent Resourcing Consultancy
  • Location: Leatherhead, Surrey
  • Remote Working: Some remote working possible
  • Salary: On Application
  • Sector: Financial Advisers
  • Job Type: Permanent
  • Contact: Carole Clayton
  • Email: carole@ircfs.com
  • Telephone: 0207 692 5668

Job Description

25 Days Holidays, Contributory Pension

Two new members of staff are required for  new business and for looking after existing clients

This is a fabulous opportunity where you will be working with high net clients with investments of over 300k

95% of their business is referrals. It is anticipated there is the potential to earn up to 10% commission on top of salary

My client is a values-driven organisation formed nearly 20 years ago. Their focus is to offer creative, independent wealth management and advisory services for clients across the UK. With a reputation for innovation, insight and excellence, underpinned by robust academic research, they pride themselves on their relationships with clients - providing one on one support and their uniquely structured approach to wealth management, the Financial Success Programme.

The business owner is committed to combining industry knowledge with academic acumen to provide an exemplary service to his clients and their families

You will be working with existing clients and their families, supporting them to achieve their financial planning goals and giving expert advice on

Investment and Portfolio construction

Cashflow planning and modelling

Pension and retirement planning

Capital protection

Life planning and goal setting

You will also be responsible for carrying out ongoing investment reviews, regularly assessing progress towards and achievement of goals, and supporting their relationships with their professional partners across legal, tax, probate and accountancy disciplines.

Key Skills Required

A keen listener, enjoys building and developing close client relationships, embodying the company's values in an ambassadorial role

Adept at using multiple forms of communication to great effect

Enjoys analysing information to evaluate efficient courses of action

A self-motivated and innovative thinker who relishes the challenge of problem solving, whilst demonstrating resilience  and agility

Thrives in an environment of continuous improvement where excellent client service is a priority

A driving force for inspiring and motivating others

Qualifications/Experience

Essential

  • Unrestricted right to work in the UK.
  • Ideally a Chartered Financial Planner, minimum Level 4 qualified, a desire to continually learn and progress qualifications (support provided).
  • Maintained CPD records.
  • Current SPS certificate.

     

    Desirable

  • A working knowledge of the following would be helpful: IRESS’s Adviser Office and Morningstar’s Adviser Workstation.
  • An existing client bank is not a prerequisite although will be actively considered.

 

For this immediate opportunity please forward an up to date cv for earliest consideration