Financial Planner

https://www.jensonfisher.com/job-search/1574-financial-planner/financial-planner/birmingham/job2024-12-03 13:27:032024-12-30Jenson Fisher
Job TypePermanent Full Time
LocationBirmingham
AreaBirmingham, EnglandBirminghamEnglandBirmingham
SectorFinancial Services - Financial Planner
Salary£55000 - £80000 per annum
Start DateASAP
Advertiserremoteapi
Job RefV-35273-1
Job Views5
Description
Are you looking for a move within the Wealth Management Industry, to join a reputable firm who offer a career rather than just a job?

 

My client is a leading Wealth Management firm with offices based in London and are always on the lookout for high level individuals and currently have availability for another Financial Planner to join their team. There are enough clients to not require any existing business to be brought with, although, any re-papering of clients will permit a higher base/earning potential.

 

Responsibilities:

  • Providing independent Financial Planning Advice and support to new and existing clients
  • Preparing and presenting in depth and clear financial reports to clients to ensure the content meets their needs and requirements
  • Development of the existing client bank to generate further business and review where necessary
  • Work both telephone, virtual and face to face to meet the clients needs and ensure the relationship is maintained
  • Work closely with Paraplanners and IFA Admins to ensure SLAs are met and client journeys are seamless
 

Experience:

  • Level 4 Diploma qualified & happy to work towards chartered status
  • At least 2+ year’s experience in a Wealth Management advisory position
  • Experience of creating financial plans and presenting these to clients
  • Demonstrate ability to manage client relationships and create further opportunities to discuss financial plans
  • A mix of face to face and telephone/virtual client facing experience would be preferable


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