- The primary responsibility will be to ensure that the firm's clients receive the highest level of financial advice and ongoing service
- Contribute to the success of the business by further developing the existing client bank, gaining referrals where possible and strengthening client relationships
- Bring new clients to the business establishing financial plans for their financial goals and aspirations following the client centric ethos already embedded in the business
- Maintain a high profile for both self and the firm in the local business and professional sectors by way of planned and focused networking
- Consistently comply with legislative, financial, procedural and quality requirements
- Maintain a proactive and positive working environment, contributing to pulling the team towards shared goals and targets
- Proven experience in a client facing Wealth Management or Financial Planning role
- Diploma qualified to Level 4 and ideally working towards Chartered status
- Consistent ability to develop and forge successful business relationships within the wealth management and financial planning arena
- Ability to operate within a compliant framework and adhere to corporate and regulatory quality standards
- Strong communication and presentation skills with the ability to plan and prioritise workloads
- Attention to detail
- A high level of initiative and enthusiasm with the ability to identify opportunities within the wealth management and financial planning arena
- Strong product, market and technical knowledge. IT literate (Excel, word, Powerpoint etc).
-
Financial Planner
4 weeks ago
mbf Nottingham, United KingdomFinancial Planner - Nottingham - HNW clients - holistic financial planning & modellingnSalary negotiable, from £80,000 to £120,000 plus a discretionary bonus · MBF are currently working with a boutique, award winning firm of holistic Financial Planners who specialise in building ...
-
Senior Financial Planner
4 weeks ago
IDEX Consulting Nottingham, United KingdomMy client is seeking an experienced Senior Financial Planner to join their growing team. · You will become the trusted Adviser for a group of HNW/UHNW clients with complex financial needs, who expect an exceptional level of service. This will be met through regular review meetin ...
-
Financial Planner
4 weeks ago
mbf Nottingham, United Kingdom £80,000 - £120,000Job Description · Financial Planner - Nottingham - HNW clients - holistic financial planning & modelling · Salary negotiable, from £80,000 to £120,000 plus a discretionary bonus · MBF are currently working with a boutique, award winning firm of holistic Financial Planners who ...
-
Financial Planner
2 weeks ago
Resource Matters Ltd Chesterfield, United Kingdom**Branch Based Employed Independent Financial Planner - Large Client Portfolio & Full Lead generation,** · **To £55,000 Basic + package + bonuses, £75k OTE - Totally uncapped earnings - Branch & Home Based** · Our Client one of the most popular and well known blue chip firms in t ...
-
Financial Planner
2 weeks ago
Duncan & Toplis East Midlands, United KingdomFinancial planning services | Full-time | East Midlands · We have an opportunity for a full-time financial planner to join our team and support individuals across the East Midlands with tailored wealth management solutions. · Recommending strategies to achieve the financial objec ...
-
Financial Planner
2 weeks ago
Office Angels Nottinghamshire, United Kingdom**As the Financial Planner your responsibilities will include**: · - Meeting clients to understand their future investment plans and documenting them accordingly · - Obtaining detailed reports and information from the clients to determine income, expenses, risk tolerance, capacit ...
-
Financial Planner
1 month ago
Heat Recruitment Ltd Nottingham, United Kingdom Part time, Full timeSenior Financial Planner · Location: · Nottingham, UK · Job Conditions: Full-time, Permanent · Benefits Include: · * Group benefits: pension, death in service, income protection, and private medical insurance. · * Discretionary bonus. · * City centre location with car parking pro ...
-
Financial Planner
1 week ago
Idex Nottingham, United KingdomFinancial Planner opportunity with an award-winning top tier integrated Wealth Management practice. · As one of the largest UK Wealth Managers and Professional Services firms they have the depth, breadth and financial resource to develop a market leading client proposition and su ...
-
Financial Planner
3 weeks ago
Zoop Recruitment Grantham, United KingdomZoop are delighted to be working with a well established independent financial advisory business that has achieved chartered status. · Operating from its head office in Grantham, our client is proud to have now spent 25 years serving clients across the region, meeting with client ...
-
Assistant Financial Planner
2 weeks ago
Mazars Nottingham, United Kingdom**Assistant Financial Planner - Private Client** · At Mazars we believe you should be part of a team where you will make a direct impact. We offer you the scope to influence the direction of the firm, in an environment dedicated to lifelong personal and professional development, ...
-
Senior Financial Planner
1 month ago
Idex Nottingham, United KingdomMy client is seeking an experienced Senior Financial Planner to join their growing team. · You will become the trusted Adviser for a group of HNW/UHNW clients with complex financial needs, who expect an exceptional level of service. · This will be met through regular review meeti ...
-
Independent Financial Advisor/planner
2 weeks ago
Jones & Co Independent Financial Advice Chesterfield, United Kingdom**Jones & Co Independent Financial Advice** · **Post: Independent Financial Advisor/Lifestyle Financial Planner** · **Salary: Negotiable (OTE £100,000+)** · **Hours: Office Hours 35 hours p/w** · **60 minutes lunch break** · **20 Days (140 hours) holiday entitlement plus Bank Hol ...
-
Chartered Financial Planner
1 week ago
North Oak Recruitment Ltd Nottinghamshire, United Kingdom permanentChartered Financial Planner - full time / fully employed · Nottinghamshire (Our Ref AL1294) · Hybrid · My client is a multi-award-winning IFA and specialises in holistic, goals-lead, financial planning. Their paraplanners work very closely with the financial planners and their c ...
-
Financial Planner
1 week ago
Cowens Financial Planning Mansfield, United Kingdom**FINANCIAL PLANNER** · **MANSFIELD, NOTTINGHAMSHIRE** · **Are you a passionate professional who puts people first ?** · **Join us on our journey to facilitate financial freedom** · As Cowens Financial Planning continues to grow we're looking for an experienced financial planner ...
-
Financial Planner Administrator
2 weeks ago
Finlink Ltd Belper, United KingdomAn exciting opportunity to join a small family run financial advice firm as a full-time Financial Planner Administrator. · This business is directly authorised with the FCA and works in a very collaborative and agile way. The firm is a small team of advisers and administrators wh ...
-
Financial Planning Assistant
4 weeks ago
Brevere Group Nottingham, United Kingdom**Are you an experienced financial services administration professional, looking for a new role in a dynamic and supportive environment?** · Due to continued success in providing fee-based advice to HNW clients, this successful IFA requires a professional and proactive Financial ...
-
Merchandising Specialist
4 weeks ago
Boots Nottingham, United KingdomSummary · Job Reference: · BR · Nottingham Support Office · Fixed Term · 37.5 hours per week · **Closing date: 1 April 2024** · **Recruitment Partner: Matt Haywood** · About the role · A role at the heart of Store Development, delivering customer-led planners to ensure our ranges ...
-
Business Support Assistant
4 weeks ago
Service Care Nottingham, United Kingdom**NEW VACANCY** · **Business Services Assistant** · **Nottingham** · **£12.41 p/h** · **3 month contract** · ** ** · **4 Days per Week** · A local authority in Nottingham is recruiting for a Business Services Assistant to join their Gas & Electric repairs team in Nottingham and s ...
-
Financial Administrator
3 weeks ago
Artemis Recruitment Consultants Ltd Nottingham, United KingdomFinancial Services · Nottingham · 06/04/2023 · Type of Position: Financial Administrator - Nottingham · Pay: £25k - £30k · **Financial Administrator - Nottingham**: · We are looking for an experienced Financial Administrator for our client, a Chartered Financial Planning firm, ba ...
-
Ifa Administrator
3 weeks ago
Independent Resourcing Consultancy Ltd Nottingham, United KingdomOur client is a Chartered Financial Planning firm that is recognised as being in the Top 100 of financial planning companies in the UK. They focus on goals-based holistic financial planning, often for people with complex circumstances or approaching retirement. They are also one ...
Financial Planner - Nottingham, United Kingdom - CleverHR
Description
Provide full holistic wealth advice to new private clients/business owners that you acquire through your own activities with networking/webinars/events assisted by the inhouse marketing team at as well as referrals you receive.
Your new portfolio may also include some existing clients.The focus of the role will be to develop financial plans for all clients using their goals and aspirations to underpin the appropriate advice, financial products and investments, you agree as a plan together.
The RoleOur consultants will work with you to attract key personnel into your business.
Roles include Financial Advisers/Wealth Managers, Paraplanners, IFA Administration and Compliance professionals.
#J-18808-Ljbffr
