Senior Financial Planner

Our client is a fast-growing financial planning practice that adds value through a detailed and comprehensive financial planning and investment process. They are looking for a Senior Financial Planner to join them in their office at Stockbridge, Hampshire.

They would like someone with a Chartered status and minimum 5 years experience (ideally more) with a proven track record in business development and establishing client relationships. This role is a senior position in the firm which offers a pathway to partnership. You will receive full admin and paraplanning support.

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.

Essential Skills:
• To be able to strategically analyse available solutions.
• Be a good decision maker.
• Have the ability to communicate technical concepts to clients.
• Have the ability to gain a commitment from clients.
•The ability to work with the partners and other advisers to extract the relevant information required to prepare Financial Plans and Product Recommendations.
• The ability to research protection, pension & investment products and an understanding the key information required that may affect our recommendations.
• The ability to undertake detailed quantitative and qualitative research on legacy products, identifying where more in-depth analysis and questioning of providers is required.
• The ability to present concepts and recommendations in a clear and logical format using language which can be easily understood by clients.
• Excellent interpersonal skills and the ability to interact directly with clients and other members of staff at all levels.
• Excellent report writing skills with good attention to detail and accuracy.
• Ability to work as part of a team, mentoring and supporting junior and/or inexperienced team members.
• Effective time management.
• A flexible and adaptable attitude towards work is essential.

A competitive salary and benefits package is on offer.

For more information and to apply for this role please get in touch with Anette on anette@lifeandcareers.com