Financial Planner
other jobs Recruit UK
Added before 1 Days
- England,South East,Oxfordshire
- Full Time, Permanent
- £70,000 - £80,000 per annum
Job Description:
Job Title: Financial Planner
Salary: £70,000 – £80,000 + bonus
Field Based role (M4 Corridor around Newbury)
Recruit UK are supporting a leading national wealth management business in their search for a Financial Planner.
This organisation is committed to improving the way financial advice is offered, making it more affordable, accessible, and impactful for more people. Their goal is simple: to change lives for the better.
Role Overview:
As a Financial Planner, you’ll help clients define their future goals and long-term aspirations, creating tailored financial plans to help achieve them. You’ll play a vital role in guiding clients to make informed financial decisions, combining your technical expertise, professional knowledge, and ongoing support.
Key Responsibilities:
*Deliver holistic financial advice through face-to-face and virtual meetings.
*Build and maintain long-term relationships, supporting clients in achieving their immediate and ongoing financial goals.
*Use cash flow modelling and financial planning tools to provide clear, insightful advice.
*Proactively develop new business opportunities, building relationships with introducers and new clients.
*Manage a designated portfolio, identifying ongoing advice needs and intergenerational opportunities
*Stay informed on market, legislative, and industry developments.
*Uphold regulatory responsibilities and deliver excellent client outcomes.
*Maintain professional standards and complete CPD to support SPS requirements.
Qualifications & Skills:
*Level 4 Diploma in Financial Planning (Level 6/Chartered desirable but not essential).
*Strong experience in holistic financial advice and client relationship building.
*Skilled in conducting client meetings and producing tailored financial plans.
*Knowledge of regulatory requirements, including Consumer Duty.
*Confident in cash flow modelling tools.
*Excellent communication, organisational, and presentation skills.
Benefits:
*Generous Holiday Entitlement: 30 days plus bank holidays (with buy/sell options).
*paid medical insurance, life insurance, and health screening.
*Pension: Matched contribution up to 15% of base salary.
*Flexible Cash Allowance
*Bonus Scheme
Salary: £70,000 – £80,000 + bonus
Field Based role (M4 Corridor around Newbury)
Recruit UK are supporting a leading national wealth management business in their search for a Financial Planner.
This organisation is committed to improving the way financial advice is offered, making it more affordable, accessible, and impactful for more people. Their goal is simple: to change lives for the better.
Role Overview:
As a Financial Planner, you’ll help clients define their future goals and long-term aspirations, creating tailored financial plans to help achieve them. You’ll play a vital role in guiding clients to make informed financial decisions, combining your technical expertise, professional knowledge, and ongoing support.
Key Responsibilities:
*Deliver holistic financial advice through face-to-face and virtual meetings.
*Build and maintain long-term relationships, supporting clients in achieving their immediate and ongoing financial goals.
*Use cash flow modelling and financial planning tools to provide clear, insightful advice.
*Proactively develop new business opportunities, building relationships with introducers and new clients.
*Manage a designated portfolio, identifying ongoing advice needs and intergenerational opportunities
*Stay informed on market, legislative, and industry developments.
*Uphold regulatory responsibilities and deliver excellent client outcomes.
*Maintain professional standards and complete CPD to support SPS requirements.
Qualifications & Skills:
*Level 4 Diploma in Financial Planning (Level 6/Chartered desirable but not essential).
*Strong experience in holistic financial advice and client relationship building.
*Skilled in conducting client meetings and producing tailored financial plans.
*Knowledge of regulatory requirements, including Consumer Duty.
*Confident in cash flow modelling tools.
*Excellent communication, organisational, and presentation skills.
Benefits:
*Generous Holiday Entitlement: 30 days plus bank holidays (with buy/sell options).
*paid medical insurance, life insurance, and health screening.
*Pension: Matched contribution up to 15% of base salary.
*Flexible Cash Allowance
*Bonus Scheme
Job number 3463283
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metapel
Company Details:
Recruit UK
Company size: 10–19 employees
Industry: Recruitment Consultancy
Recruit UK specialise in providing high calibre candidates to high-quality firms in the Financial Services industry. We are interested in the top 30% ...