Independent Financial Advisor/planner - Chesterfield, United Kingdom - Jones & Co Independent Financial Advice

Description

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 Holidays

Open Hours Monday - Friday 9.00am - 5.00pm

Flexible Hybrid Working Available
An exciting opportunity has arisen for a talented and seasoned financial pro

We're seeking a skilled and highly motivated Financial Advisor/Planner to deliver excellent client service within a very reputable firm.

Are you an experienced Financial Adviser/Planner looking to advance your career by taking the reins to inherit a number of existing clients?

Do you possess self-motivation to expand the number of clients under advice?

Do you want to be part of a dynamic, innovative and ambitious firm?


What's in it for you?

• Attractive Performance based remuneration scheme
• Comprehensive training and development program
• Participation in our inhouse lead supply
• Administration/client servicing team support
• Paraplanning support
• Ongoing advanced qualification support to obtain Chartered Status
• 20 days holidays, increasing after 3 and 5 years of service
• Opportunity to purchase extra holidays
• Group Life Cover
• Income Protection
• Health Care
• Flexible pension scheme (contributions above statutory)

What skills do you have ?

• Qualified with a QCF Level 4 Diploma with a minimum of 2 years experience
• Proven success delivering holistic financial or wealth advice
• Experience with using cash flow forecasting software.
• The ability to deliver an exceptional level of service to your clients
• A deep desire to grow and succeed
• A confident, selfstarter, ambitious, focused and hardworking
• The ability to integrate into an exciting teamorientated practice
• High level of service excellence.
• Capability to thrive in a positive team environment
• Strong Communication skills

What will you be doing ?

• Delivering excellent service to new and existing clients around all aspects of financial planning, to produce exceptional client outcomes.
• Working effectively as a team member, with a cohesive approach to achieve consistent results.
• When required, embracing a coach and mentor attitude within the business to nurture less knowledgeable and inexperienced team members.
• Conducting indepth and structured annual reviews for existing clients, including but not exclusive to needs and objectives, fact find information updates, risk profiling discussions, changes of any financial circumstances and addressing any highlighted additional service needs.
• Carrying out detailed planning meetings for new and existing clients with use of the firm's cash flow modelling forecasting software to deliver on our Lifestyle Financial Planning service.
• To assist with any additional/detailed research and analysis required over and above administration/paraplanning support.
• Designing financial strategies and plans including use of any software tools within the firm's current CIP proposition.
• Communicating and liaising with other associate professionals in relation to clients needs.
• Keeping up to date with legal, taxation and regulatory legislation as appropriate and maintaining professional and technical knowledge of products and services.
• Liaising with clients when necessary in relation to changes to legislation that may affect their recommended solutions.
• Managing business pipeline flow to make sure client journey is delivered to the best of your ability.
• Managing and nurturing relationships with any provided leads from the business.
• Acquiring and developing new business from new/existing Clients and professional introducers.
• When required, attendance at firm internal and external networking events.
• Maintain business advocacy and assisting to promote the business and yourself via marketing channels including Social Media and fostering new business relationships with Introducers and other professionals.
• Delivering accurate Management Information across all mediums.

Job Types:
Full-time, Permanent


Salary:
Up to £100,000.00 per year


Benefits:

• Company pension

Schedule:

• Monday to Friday

Supplemental pay types:

• Performance bonus

Ability to Commute:

• Chesterfield, Derbyshire (required)

Work Location:
In person