Financial Planner - Braintree, United Kingdom - mbf.

mbf.

Verified Company

Braintree, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Our client is a national Wealth Management organisation with a highly reputable name in the market.

They currently seek to recruit for a Financial Planner to join their Braintree based team, to take over an existing client bank.

Within this role you will manage your own diary and can work from either the office or from home.

Your role will be to service an existing client bank of around 50 clients, with average assets of around £350,000.

These clients are all located in Essex and South Suffolk.

As well as providing advice to an existing client bank, you should be willing to develop new business from the leads & networks provided by the business.

Job Purpose:

To look after and support client needs
To execute the annual Business Plan in line with agreed individual targets
To build new client relationships and maintain and develop existing client relationships through effective ongoing service to help minimise attrition, and to deliver new instructions and referrals as a result of satisfied clients
Structure and lead client meetings in a professional manner, ensuring all information and advice provided is up to date, technically accurate and meets clients' needs
To ensure clients have the right advice to achieve their financial objectives, while understand and considering the impact of factors such as retirement planning, inheritance, and tax efficiency for individual clients
To ensure client reviews are undertaken at least annually in line with clients' changing risk attitudes and strategic requirements
To strive for no complaints and where they are received ensure that they are raised with the Client Resolution team in a timely fashion and assist in bringing them to a satisfactory resolution

Skills and Qualifications: