Financial Planner - Grantham, United Kingdom - Zoop Recruitment

Zoop Recruitment

Verified Company

Grantham, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Zoop 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 clients at their homes, business premises or at unit sites of its sister businesses across the East Midlands.

Salary dependent on overall experience and qualifications.

Responsibilities:

Meeting clients to understand their future investment plans and documenting them accordingly
Obtaining detailed reports and information from clients to determine income, expenses, risk tolerance, capacity for loss, existing plans, personal circumstances, tax status and their financial objectives
Discussing the investment opportunities and risks related to the particular investment with clients
Recommending strategies that the clients can use in achieving their financial goals and objectives
Ensuring that recommendations and associated advice is compliant, well researched, comprehensive, and well documented
Taking responsibility for client documentation and ensuring it is complete and compliant
Maintaining the expected standards of service to clients and partners; including reviews of existing client files and conducting review meetings as appropriate to track changes in financial status and economic changes to indicate any necessity of making a change to their existing holdings
Achieving agreed target levels of fee income and meeting the standards set by the firm
Ensuring Directors, team members and introducers are kept up to date and informed of relevant financial services issues
Developing professional connections (internal and external) to produce continuing quality client introductions
Carrying out other general duties, as requested from time to time by Senior Management and the Board of Directors, commensurate with skills, experience and status

Skills and Knowledge

Must possess excellent communication, interpersonal, presentational and relationship building skills, with the ability to raise appropriate questions to clients
Being able to actively listen and explain complex concepts in a manner likely to be understood by a client
Should be enthusiastic and willing to assist clients, Directors and team members
Profound knowledge of the financial services market, rules and regulations, products, associated technical and compliance issues
Understand and demonstrate adherence to regulatory requirements and obligations
IT literate, including the full Microsoft Office suite
Excellent telephone and communication manner essential
Clean driving licence
Good organisational, administrative and time management skills essential
Selfdiscipline, motivation and initiative with ability to work alone and unsupervised, and within a team environment when appropriate
Results driven and service orientated
Flexible attitude to work, prepared to travel, evening appointments etc.
Must be qualified to Diploma level 4 or higher and committed to further professional advancement via examination
Must have a current and valid Statement of Professional Standing