Financial Adviser - Holborn, United Kingdom - Cranleigh Personnel

Cranleigh Personnel
Cranleigh Personnel
Verified Company
Holborn, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Financial Adviser / Financial Planner

Office based:
Holborn, London

Salary based £45,000 + Bonus

  • Are you a Financial Adviser with 13 years' experience who is looking for more autonomy within your role?
  • Would you like an established client bank in a wholly independent IFA with the chance to grow and develop to increase your earnings?
  • Are your earnings stuck where you and you would like more mentoring and support?
Our client is a growing team with aspirational objectives, providing exciting career progression.


They are now looking for a Financial Planner who shares their values and wants to continue on their process orientated approach to improving their clients' outcomes.


They are growing fast, and are looking for a Financial Planner who can assist with their current and future planning capacity as they acquire further businesses.

**Your main responsibilities:
- *
  • Planning Meetings
  • For 5060 client families.


  • Pre Meeting

  • Collect and prepare documentation for meetings (Client information, Agenda's, Investment Report's and Risk Review's).


  • Post Meeting

  • Prepare and share financial planning reports with clients.


  • Financial Advice

  • Prepare suitability letters for advice cases in line with their standards and processes.


  • Compliance

  • Work with and adhere to both FCA and the clients guidelines and processes.


  • Growth

  • Be available and willing to take further handovers and grow via both holistic advice and new clients within their target market.


  • Shadowing

  • Shadow and assist directors in high net worth & complex planning meetings.

About you:


  • Whole of Market IFA financial services background, having provided financial planning and financial advice to individuals and client families
  • Experience: End to end function of planning and advice including meeting preparation and suitability report writing, Level 4 and SPS in place, up to date CPD record, have experience of servicing and growing a client bank
To find out more please apply


Salary:
£45,000.00-£55,000.00 per year


Schedule:

  • Monday to Friday

Application question(s):

  • Do you have at least 1 year experience as a Financial Adviser?

Work Location:
In person
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