Financial Planner

Overview

My client is currently looking for a Financial Planner to join them in their Newcastle under Lyme office. This is a national IFA with a strong presence in the Midlands.

• Provide an efficient, high quality and compliant service to our clients
• Deliver a full customer service in a professional, timely and efficient manner
• Keep up to date with new product, technical or legislative changes within the marketplace
• New clients - gather sufficient client information and identify client needs
• Existing clients - complete client reviews within required timescales to appropriate standard
• Analyse information gathered and undertake sufficient research to make suitable recommendations across investments, pensions, estate planning and protection as appropriate for both new and existing clients
• Complete all supporting documentation in an accurate manner
• Maintain performance standards in accordance with those outlined in the key performance indicators section of the training and competence procedures
• Via self-assessment and feedback, identify continuing professional development (CPD) needs to maintain and enhance Competent status and undertake appropriate activity to meet those needs

• Company offers a competitive salary
• 25 days holiday + bank holidays
• Pension
• 4xDIS
• Income protection
• Employee assistance programme

For more information please contact Graeme Hyland on or email gra

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