Financial Planner

Join this fast-growing IFA practice as a financial planner based in their offices in either Surrey or Hampshire. You will manage a portion of their current client base. The practice offers full administrative and paraplanning support.The role will be office based with the opportunity to work from home part of the week.

You will need minimum 1-2 years experience of working as a competent adviser.

Salary is £60 – 75k depending on experience.

General Duties:
• Establish and build strong relationships with clients.
• Review qualitative and quantitative analysis of client’s existing products to determine whether they meet the client’s current objectives and priorities.
• Understand the client’s views and objectives.
• Identify any other needs the client may have i.e. legal advice.
• Preparing Financial Plans and Product Recommendations to meet the client’s objectives.
• Maintaining records to support any research undertaken and carrying out all tasks in a manner that is consistent with compliance procedures.

Specific Duties:
• Prospect/contact potential clients in accordance with the firm’s business plan / Supervisor’s guidance.
• Ensure sufficient client information obtained and analyse information gathered.
• Undertake sufficient research to identify suitable solutions to meet the client’s needs and objectives.
• Ensure suitable recommendations are made in line with the client’s objectives.
• Ensure all supporting documentation is maintained to a compliant standard.
• Ensure implementation of advice completed in a timely fashion and in line with any agreed timescales discussed with the client.
• Attain and maintain level of competence as required by the firm.
• Maintain all standards of performance as required by the firm.
• Ensure a current, in date Statement of Professional Standing (SPS) is held at all times.

For full job description and to apply for the role, please email your CV and details to Anette on email address: anette@lifeandcareers.com