Financial Planner - Cheltenham, United Kingdom - Reed Insurance

Reed Insurance
Reed Insurance
Verified Company
Cheltenham, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Reed Financial Services are pleased to be representing a large Accountancy firm with a successful IFA arm based in Cheltenham.


Their Financial Planning team are looking to add a Financial Advisor to their team due to significant growth within the business.

This role will suit someone who has previous advisory experience within the financial services profession or a Senior Paraplannerwho has had some form of client advisory experience and as ambition to progress and eventually become a Partner.

The Responsibilities

  • Meeting clients and discussing their finances and financial goals.
  • Conduct indepth reviews of clients' financial circumstances, current provision and future aims based on their changing needs and circumstances.
  • Analyse information and present financial plans best suited to individual clients' requirements.
  • Assess client's attitude to risk and capacity for loss.
  • Liaise with financial services providers to keep up to date on solutions in the marketplace.
  • Review recommendation reports prepared by the professional support team.
  • Develop new client opportunities via referrals, professional connections, and networking in line with the growth strategy adopted by the business.
  • Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and costs the advised products.
  • Maintaining professional qualifications, e.g. ongoing assessments, and structured continuous professional development.
  • Deliver all the above with integrity, honesty and professionalism.
The Person - Skills & Qualifications

  • Minimum Level 4 Diploma, with the expectation to progress to Chartered status.
  • Previous financial services experience and advisory or senior paraplanning experience necessary.
  • Experience working in a client facing/client contact environment.
  • Good communication and computer literacy skills required.
  • Accuracy, a methodical approach, and a keen eye for detail are all essential.
  • An enthusiastic and positive attitude and ability to use own initiative.
  • A willingness to take on extra responsibility and tasks where appropriate/available.
Great benefits for everyone including

  • Matched pension contribution and Life Assurance
  • Training programmes over and above professional qualifications
  • Discounted gym memberships, lifestyle benefits plus health and wellbeing events
  • Overnight and travel allowances
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