Financial Planner
| Job Type | Permanent Full Time |
| Location | London |
| Area | Central London, England |
| Sector | Financial Services - Financial Planner |
| Salary | £50000 - £70000 per annum |
| Start Date | ASAP |
| Advertiser | remoteapi |
| Job Ref | V-36394 |
| Job Views | 2 |
- Description
- About My Client:
My client is a fast growing start up looking to change the face of financial advice and the way it’s delivered in the UK. They firmly believe that a human adviser needs to be at the heart of every client relationship, however by leveraging technology they can empower their advisers to deliver higher levels of service and cut out a lot of the day to day admin that gets in the way.
At their core, they want to build a game changer in the advice industry that delivers better customer outcomes, at a lower cost, for more people. Through customer-centric advisers supported by innovative technology, they can empower their customers to go beyond just making smarter financial decisions to living the lives they dream of.
About the role:
They like to do things differently. They have gotten rid of lengthy, paper based suitability reports and use technology to deliver full holistic advice in an entirely digital way.
They are currently recruiting for forward thinking Financial Planners, who are frustrated with the status quo and want better outcomes for their customers. They want their Financial Planners focussed on spending time with their clients and not spending time with admin or writing reports.
This is an exciting opportunity for a self-starter with the ambition to move away from traditional wealth management firms and cultivate their own client base. You will play a critical role in the future growth of the business, empowering individuals to make the most of their money and revolutionising what it feels like to receive financial advice.
What you’ll be doing:- Creating new business opportunities leveraging their embedded lead generation channels to build your own book of new clients.
- Providing holistic financial advice with a financial planning led approach, understanding clients unique financial needs and helping them to chart the course to live the lives they dream of.
- Focussing on delivering an exceptional client service to build multi-generational relationships with both mass affluent and high-net worth clients.
Requirements:- Client centric. They put customers at the centre of everything they do, so the ability to build strong client relationships, have a high attention to detail, and make things more straightforward for customers is very important.
- Entrepreneurial mindset. This is a fast growing startup looking to change an industry, where innovative thinking and a determination to succeed is key. The idea of building a book of new clients should be exciting to you.
- Comfortable with technology. They use a lot of tech to support the customer journeys and are always trying to innovate in this area, so having an open mind for learning new ways of doing things is a must.
- Team-player. The teams work in a very close-knit way and as a startup they're always looking to innovate, so teams need to be open to trying new ways of doing things and give feedback in a helpful and constructive way.
- Integrity. They deal with highly confidential and personal data every day for clients, so people need to have the highest standards of personal integrity.
- Qualified. You must be qualified to give regulated financial advice in the UK (i.e. a minimum of level 4 diploma in financial advice with a recognised professional body such as CII, CISI, etc), with a strong preference for those who are Chartered / willing to work towards Chartered status. You’ll also have ~1-2+ years of experience providing financial advice to clients.
Benefits:- Join a firm with genuine purpose and impact on customers, along with a strong moral code
- Competitive salary + benefits (bonus, pension, private medical, income protection, death in service)
- Potential to get equity in the company in the future
- Access to Wellness / mental health support (Headspace App + mental health support through private medical)
- Budget for additional learning / cost of exams
- Electric vehicle leasing through salary sacrifice / cycle to work scheme
- Flexible working hours and hybrid remote working (typically 2-3 days a week working in the office (20 Farringdon Street))
- Exceptionally open and diverse, multinational team
- Entrepreneurial, creative environment
