Financial Planner - London, United Kingdom - MCS Group

MCS Group

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

MCS Group is delighted to be working in partnership with a national financial planning firm as they seek an experienced and highly driven individual to deliver financial education to a range of corporate clients.

This individual will be working within a collaborative team to deliver best practice service and to identify and coordinate advice opportunities across the wider group.

This is a _
remote_role.

The Role

Developing, with the director, the strategic vision for the development of the Division
Implementing and coordinating the delivery of the strategic plan
Delivering the financial education framework to clients
Manage the delivery of Financial Education to clients ensuring engagement that meets the client's requirements
Coordinate with other departments to deliver best practice level service to clients
Identify opportunities to introduce to other Financial Planners for additional services, developing crossdepartmental servicing mechanisms
Keep up to date with industry developments
Develop personal training and competencies, furthering knowledge, experience, and progression within the firm
Be a strong advocate for the Radiant Financial Group and its principles of highlevel service

The Person

Demonstrable success in delivering quality client service
At least 3 years of financial planning experience

Appropriate FCA qualifications

AQA level 4 or SCQF 8

What's in it for you?

Salary up to £50,000 dependant on experience
Excellent benefits package
To speak in absolute confidence about this opportunity please contact Naomi McCaughley, Specialist Recruitment Consultant at MCS Group, or send an updated CV via the link provided._
All conversations will be treated in the strictest of confidence._