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Aldershot

    Financial Planner - Aldershot, United Kingdom - Tate

    Tate
    Tate Aldershot, United Kingdom

    3 weeks ago

    Tate background
    Part time, Full time
    Description
    Financial Planner


    Location:
    Kent, Hybrid Working


    Salary:
    Basic Salary up to £55,000 with a generous bonus scheme. Achievable OTE of £100k year one and £160k year two onwards.

    Are you a Financial Planner looking for an exciting new challenge/opportunity?


    Are you a forward-thinking individual who would like to join a fully supported team working in an excellent environment in the south-east of the UK? Our client delivers exceptional financial planning service to their clients, and they will provide you with a client bank to help kick start your journey within the group.

    They have a team of very talented people to help you reach the pinnacle of your career and grow the business.

    There is a clear remuneration structure in place and an opportunity to progress to board level for the right candidate.


    Key Responsibilities required Financial Planner:
    Assessing & identifying financial needs for new and existing clients
    Conducting product research
    Implementing money laundering processes
    Providing holistic financial planning services
    Conducting lifestyle planning assessments
    Presenting financial recommendations to clients
    Conducting client financial reviews
    Keeping up to date with regulatory changes
    Networking with professional partners
    Contributing to marketing initiatives
    Maintaining an up-to-date Statement of Professional Standing
    Participating in ongoing CPD activities


    Requirements for the Financial Planner:
    Level 4 qualified (Diploma in Financial Planning)
    Experience in an authorised financial planning role with competent adviser status.
    Strong ambition and attention to detail
    Excellent communication and interpersonal skills


    How to Apply:
    Please contact Marie McDermott on (phone number removed) or email to discuss this superb opportunity.

    Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

    Tate is acting as an Employment Business in relation to this vacancy.

    Tate is committed to promoting equal opportunities.

    To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process.

    Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application
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