Chartered Financial Planner - Cheltenham, United Kingdom - Attivo Group

Attivo Group

Verified Company

Cheltenham, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Chartered Financial Planner - Gloucestershire/Midlands/Buckinghamshire

About Attivo:

Attivo is a well-established Independent Lifestyle Financial Planning firm. We cherish our status as a privately owned company, which allows us the freedom to prioritize the best interests of our clients and team members. Our dedication lies in maintaining transparency, openness, and honesty in all our dealings, cultivating trust and confidence in our clients. Our team of experienced, highly qualified Financial Planners and expert support staff is devoted to exceeding client expectations. Our unique approach to comprehending our clients' needs, preferences, and aspirations sets us apart in the industry. Whether catering to private clients or businesses availing our corporate services, you can expect a dependable and consistent service from your Financial Planner and our proficient teams.
About the role:

This is an exceptional opportunity to join a dynamic team as a Chartered Financial Planner, closely supporting a seasoned Associate Director with a substantial portfolio of high-net-worth clients. As a Chartered Financial Planner (or nearing this status), your primary responsibility will be to offer top-tier tax and lifestyle financial planning services to Attivo's clients. By establishing enduring client relationships and ensuring their needs are met efficiently and compliantly, you will drive new business opportunities and bolster the firm's expanding client base. Furthermore, you will serve as a representative of Attivo, upholding our core values and corporate ethos within the industry.
At Attivo, we fully endorse hybrid work environments, with provisions for both remote work and flexible schedules. You will be based in our Cheltenham office, with a mix of office-based work, remote work, and client visits across Gloucestershire/Midlands/Buckinghamshire.
Key Responsibilities include:

Formulate personalized financial plans for clients using cash flow modeling and SMART objectives.
Deliver the 'Attivo service' ensuring clients feel prioritized.
Attend client meetings, provide financial advice in collaboration with the Associate Director, and make recommendations aligning with clients' financial goals.
Uphold compliance procedures to safeguard the company and adhere to regulatory requirements.
Stay updated on product, technical, and regulatory knowledge in the financial sector.
Ensure transparent disclosure of advice process and charges to clients.
Conduct comprehensive reviews of clients' financial situations and future objectives.
Ensure recommended solutions are appropriate and clearly communicated to clients.
Adhere to AML regulations and produce suitability reports promptly.
Follow up with clients and providers to ensure timely completion of transactions.
Meet all regulatory obligations during client engagements.
Assist in addressing any complaints, whether internal or through external services.
Maintain high-quality files and compliance standards.
Maintain records of continuous professional development and stay abreast of industry advancements.
Proactively seek and establish partnerships with new clients.

About you:

You should be a seasoned Financial Planner, preferably Chartered or on the path to attainment. With a robust background in catering to high-net-worth clients, possessing CAS status, and seeking a client-centric role emphasizing long-term relationships. Effective communication skills, influencing abilities, and a knack for building trust with clients are essential. You should be adept at working under pressure, managing priorities, and collaborating within a team.
Essential skills and experience

Demonstrated track record of delivering exceptional service and advice.
Accredited Financial Planner with the CII.
Chartered status or near completion.

Salary and benefits
Competitive salary of up to £70,000 depending on experience, in addition to a car allowance.

Attivo also offers:

Noncontributory Pension Scheme
Private Medical Insurance
Income Protection
Critical Illness Cover
Death in Service Benefit
Cash Plan
Generous holiday allowance, increasing with tenure
Remote work and flexible scheduling options
Supportive company culture promoting staff wellbeing and engagement.

Recruitment Policy
Attivo operates a stringent recruitment policy focused on selecting the best talent while fostering a diverse and inclusive workplace.