Full job descriptionFinancial PlannerLocation: Milton Keynes
Salary: £80,000
Contract: Full-time, Permanent
About the RoleAn exciting opportunity has arisen for a qualified Financial Planner to join a growing and professional Financial Planning business.
You will act as a trusted adviser to new and existing clients, providing high-quality financial advice and building strong, long-term client relationships.
The role would suit an experienced Financial Planner or Financial Adviser who is passionate about client service, business development and delivering excellent financial planning outcomes.
Key Responsibilities*Act as a trusted adviser and primary point of contact for clients
*Provide high-quality, tailored financial advice
*Build and maintain long-term client relationships
*Develop professional networks and generate referral opportunities
*Contribute to business growth and revenue
*Manage a varied portfolio of client cases and meet deadlines
*Ensure advice and client work meet regulatory and compliance requirements
*Work collaboratively with colleagues to deliver excellent client outcomes
*Identify opportunities to improve processes and client service
*Support and mentor less experienced team members
*Share knowledge and contribute to a positive team environment
*Introduce clients to relevant wider financial services where appropriate
*Maintain the highest standards of professionalism, conduct and integrity
About YouThe successful candidate will have previous experience as a Financial Planner or Financial Adviser and a proven track record of building strong client relationships.
You will ideally have:
*Previous experience in a Financial Planner or Financial Adviser role
*Strong knowledge of the financial planning process and solutions
*Good understanding of regulatory and compliance requirements
*Proven ability to build and maintain client relationships
*Strong communication and interpersonal skills
*Excellent organisation and time management
*Ability to manage multiple client cases and work to deadlines
*Strong commercial awareness
*Excellent problem-solving and decision-making skills
*A proactive and client-focused approach
*Ability to work effectively as part of a team
*Willingness to support and develop less experienced colleagues
Qualifications*CII Diploma in Regulated Financial Planning (Level 4) or equivalent – essential
*CII Advanced Diploma in Regulated Financial Planning (Level 6) or equivalent – desirable
What’s on Offer*Competitive salary
*Professional and supportive working environment
*Career development and progression opportunities
*Ongoing training and professional development
*Collaborative team culture
*Opportunity to work with a varied client portfolio
Apply NowIf you are a qualified Financial Planner looking for your next career opportunity and are passionate about delivering high-quality financial advice and building lasting client relationships, apply today.