Financial Planner - Client Bank

Financial Planner – Client Bank Provided! Full Time or Part-Time

Due to continued expansion, we have been retained by an established Financial Planning firm, that is proud of its collaborative, team lead culture and the open forum to share ideas to be implemented. They now seek to recruit an experienced Financial Planner to join this team, to look after and develop an existing client bank and develop the account further.

The salary range is £70k-100k, and if you are able to transition clients across to the firm, this will be reflected in the initial basic salary on offer.

They are a 'whole of market' firm and require the experience of a client centric Financial Planner to carry out the following tasks.

• Managing an existing client bank of clients
• Targeting the acquisition of new clients for the Firm through Business Development activities; pro-actively representing the business and taking the initiative to meet new potential clients;
• Contacting clients that are currently unengaged with their service, rebuilding the relationship through financial planning advice;
• Service clients on an ongoing basis, conducting annual reviews and ensuring that the client remains on track to achieve their objectives;
• Carry out all activities in a compliant manner in line with internal procedures and regulatory requirements.
• Getting Things Done – Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure.
• Communication & Sharing Knowledge – Confident, clear and accurate with all communication. Maintains accurate records and makes effective use of new technology.
• Customer Service – Positive attitude to find solutions in line with TCF principles. Uses customer feedback to improve service.
• Effectiveness & Adaptability – Able to maintain a high volume of work, striving for continual improvements. Understands individual contribution in relation to corporate objectives. Presents a positive image and approach to change.
• Team Working – Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.
• Client focus and concern for quality – good financial planning knowledge and ability to deliver advice in an understandable manner to clients, ensuring client satisfaction and retention
• Actively participate in the sharing of knowledge – Financial Planners and the wider team
• Market Knowledge – Maintain a full and proper understanding of the financial services market
• Commercial Sense – manage each client relationship on a sustainable and profitable basis, dealing with issues promptly and appropriately

• Must hold the CII Diploma in Regulated Financial Planning (DipPFS) qualification
• Previous experience of providing financial planning advice to clients
• Previous experience in business development and growing a client book