Financial Planner

• Deliver holistic financial planning and wealth management advice to clients
• Conduct detailed fact-finds and financial reviews
• Produce tailored recommendations across pensions, investments, protection and tax planning
• Present financial plans and suitability recommendations to clients
• Build and maintain long‑term client relationships
• Manage and develop a personal client portfolio
• Identify opportunities for business development, referrals and networking
• Collaborate with paraplanners and administrators to ensure an excellent client experience
• Contribute to the ongoing growth and development of the practice
• Continue professional development towards Chartered status
• Work closely with experienced planners and support professionals

• Level 4 Diploma in Regulated Financial Planning (or equivalent)
• Working towards Chartered status or committed to achieving it
• Minimum three years' experience as a Financial Planner within a financial advice practice
• Experience delivering holistic financial planning advice
• Comfortable conducting client meetings both remotely and face‑to‑face
• Proven ability to build strong and lasting client relationships
• Solid understanding of investment planning
• Solid understanding of pension and retirement planning
• Solid understanding of protection planning
• Solid understanding of estate and inheritance tax planning
• Solid understanding of financial planning best practice and regulatory requirements
• Experience in trusts, long‑term care planning or specialist pension advice would be advantageous

Demonstrates expertise in delivering holistic financial planning and wealth management advice, with a strong focus on building and maintaining client relationships. Proficient in investment, pension, protection, and tax planning, while adhering to financial planning best practices and regulatory requirements.

• Level 4 Diploma In Regulated Financial Planning
• Holistic Financial Planning
• Client Relationship Management
• Investment Planning
• Pension And Retirement Planning

• Financial Planning
• Tax Planning
• Protection Planning
• Estate And Inheritance Tax Planning
• Long‑Term Care Planning
• Trusts Management
• Client Portfolio Management
• Business Development
• Financial Reviews
• Suitability Recommendations

• Client Communication
• Collaboration
• Networking
• Relationship Building
• Professional Development

• Chartered Status

• Financial Advice Practice
• Regulatory Requirements
• Best Practices
• Paraplanning
• Client Experience