Financial Advisor - Lancashire, United Kingdom - Recruitment Solutions (Folkestone)

Recruitment Solutions (Folkestone)
Recruitment Solutions (Folkestone)
Verified Company
Lancashire, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

A leading, exceptional multi-office Financial Planner is now looking to add an experienced Consultant into its Financial Planning team, who will play a key role in continuing to develop the department and grow our portfolio of valued clients.


It is an award-winning professional services firm with an excellent reputation for training staff in a friendly and welcoming environment.


Overview

  • A top 50 award winning professional services firm
  • Part of a national and international network of firms with global opportunities
  • Clear career opportunities and progression paths
  • Pay progression linked to role development
  • We have an excellent reputation for training staff in a friendly and welcoming environment
  • Focus on work/life balance flexible working patterns/locations
  • We are accredited "Investors in People"
  • Great social life and involvement in community and charitable initiatives
  • Popular staff social club with subsidised events throughout the year
  • A diverse work family
  • Benefits package including pension scheme, life assurance, flexible benefits (such as options to buy/sell annual leave, cycle to work scheme and dental insurance)

The Role

Key Responsibilities

  • Maintaining and coordinating a high volume of client engagements
  • Conduct comprehensive reviews of client's financial circumstances
  • With integrity and excellent interpersonal skills, seek to acquire agreement and commitment to our services from clients
  • Consistently and with immediacy complete comprehensive risk analysis in line with departmental procedure
  • Provide holistic, thoughtful and bespoke financial planning advice in line with regulatory expectations and the client principles
  • Demonstrate a dependable 'Client First' rhythm of activity and review for clients, taking into account and respond to the clients' changing needs and financial circumstances, whilst remaining conscious of highly sensitive information throughout conversation
  • Build a portfolio of trusted relationships with long term engagement in mind, recognising that the relationship will transcend generations during their tenure
  • Promote 'Financial Planning Services' to all company clients in whatever forum provides the opportunity
  • Remain vigil and alert to competitor activity
  • Report monthly or on request to the FP Director explaining in detail performance position, KPI's, Financial Metrics including fee income, business development opportunities, client success or failure and any other relevant activity

Experience, Skills and Qualifications required

  • Hold at all times, a valid statement of Professional Standard from an accredited body
  • Complete a minimum of 35 hours of measurable CPD
  • Competent Advisor status
  • Chartered Status or working to achieve this
  • A highly developed ability to network
  • Understanding of legislative changes, pending and anticipated
  • Excellent organisation and planning skills
  • Methodical and compliant with strict personal and professional adherence to process and procedure
  • Strong influencing skills, comfortable working at all organisational levels
  • Respect for all Client First approach
  • Unfailing integrity, honesty and accountability for outcomes
  • Champion of the team, a willing mentor and mentee
  • A highly flexible attitude to work commitment

Please APPLY TODAY and I will be in touch, or call me, Robert at Recruitment Solutions

Job Types:
Full-time, Permanent


Salary:
£60,000.00-£80,000.00 per year


Benefits:


  • Additional leave
  • Company pension
  • Financial planning services
  • Free parking
  • Onsite parking
  • Private medical insurance
  • Sick pay
  • Work from home

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Bonus scheme
  • Commission pay
  • Performance bonus

Ability to commute/relocate:

  • Lancashire: reliably commute or plan to relocate before starting work (required)

Experience:


  • Paraplanning: 1 year (preferred)

Work Location:
In person


Reference ID:
RP6010

Expected start date: 19/06/2023
More jobs from Recruitment Solutions (Folkestone)
See all jobs of Recruitment Solutions (Folkestone)