Full job descriptionReporting directly into a Partner, you will maintain and develop existing relationships with profitable clients, providing ongoing financial planning service and advice.

Key Deliverables:

*Manage a number of existing clients to provide high quality financial planning.
*Meet any agreed fees targets and KPI’s.
*Deliver financial planning and service to clients to a professional standard.
*Delegate as appropriate and communicate clearly with the team.
*Undertake client review process with agreed frequency of contact.
*Support and assist in implementing marketing initiatives with Partners.
*Undertake appropriate professional development and training.
*Operate within the compliance and professional standards of the business
The Right candidate:
*Experience in private client wealth planning.
*Interpersonal skills to develop and maintain client trust and inspire confidence.
*Articulate – able to communicate effectively and professionally in verbal and written form.
*Solutions orientated and imaginative in creating these solutions.
*Commercial mindset.
*Motivated, ambitious and hard-working.
*Comprehensive understanding of key areas of financial planning and generic solutions.
*Accuracy, numeracy, attention to detail.
*Ability to meet deadlines / work within restricted timescales.
*Flexible and reliable team member.
*Ability to work on own initiative to achieve required results.
*Collaborative and inclusive approach to work.
*Intermediate knowledge of CRMs, Cashflow planning software, investment research software and MS Office Suite (Word / Excel / PowerPoint) and Outlook.
*Minimum professional qualification – working towards Chartered Financial Planner Qualification or Equivalent
This is a great business with a fantastic inclusive culture. The business has strong growth plans.