Reporting directly into a Partner, you will maintain and develop existing relationships with profitable clients, providing ongoing financial planning service and advice.

Key Deliverables: 

• Manage a number of existing clients to provide high quality financial planning.
• Meet any agreed fees targets and KPI’s.
• Deliver financial planning and service to clients to a professional standard.
• Delegate as appropriate and communicate clearly with the team.
• Undertake client review process with agreed frequency of contact.
• Support and assist in implementing marketing initiatives with Partners.
• Undertake appropriate professional development and training.
• Operate within the compliance and professional standards of the business

  The Right candidate:

• Experience in private client wealth planning.
• Interpersonal skills to develop and maintain client trust and inspire confidence.
• Articulate – able to communicate effectively and professionally in verbal and written form.
• Solutions orientated and imaginative in creating these solutions.
• Commercial mindset.
• Motivated, ambitious and hard-working.
• Comprehensive understanding of key areas of financial planning and generic solutions.
• Accuracy, numeracy, attention to detail.
• Ability to meet deadlines / work within restricted timescales.
• Flexible and reliable team member.
• Ability to work on own initiative to achieve required results.
• Collaborative and inclusive approach to work.
• Intermediate knowledge of CRMs, Cashflow planning software, investment research software and MS Office Suite (Word / Excel / PowerPoint) and Outlook.
• Minimum professional qualification – working towards Chartered Financial Planner Qualification or Equivalent

This is a great business with a fantastic inclusive culture. The business has strong growth plans.