Financial Adviser - Blackburn, United Kingdom - Templegate

Templegate

Verified Company

Blackburn, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

TEMPLEGATE RECRUITMENT

Financial Services Specialist Recruiters

Job Title:
Employed Financial Advisor

Location:
Blackburn

Salary:
£35,000 ~ £42,000 (depending on experience and qualifications)

Benefits:

28 days' holiday per annum + bank holidays
office closedown over Christmas period
on site free parking
employer pension contribution of 8%,
death in service life cover of 4 x salary
private medical insurance
income protection scheme
flexible benefits (salary sacrifice) scheme including a range of benefits such as extra holidays, electric car scheme etc
flexible/hybrid working.
cycle to work scheme
dress for your day policy and dress down Friday's
paid sick leave
extensive learning & development opportunities and study support

The Role In Brief:

An opportunity has arisen to join our clients Financial Planning team as a Financial Adviser. This is a unique opportunity to work within a firm of Chartered Accountants and business advisers. Our clients Financial Planning business is ready to grow but requires further capacity to facilitate this.

You will work as part of the financial planning team providing an excellent service to clients in accordance with the firm's values, procedures, prevailing legislation and good professional practice so as to meet or exceed clients' expectations and needs.

What Your Day to Day Duties Will Include:

You will be a part of the financial planning team providing an excellent financial planning service to a large range of private clients, business owners and corporate clients.
You will provide the client with the additional capacity to grow their Financial Planning business whilst supporting senior advisers and developing your own client bank.
Preparing accurate and compliant Financial Planning reports with the assistance of a Paraplanner team
Offering a great ongoing service to Financial Planning clients. You will be there for the clients when they need. You will be proactive in terms of client communications. You will respond to prospective customers on planningrelated queries.
Opportunity to support the business development initiatives such as seminars, presentations and networking. You will be encouraged to drive new business forwards and assist with the business development plans.
Have the potential opportunity to be involved in project work.
Assist in the development plans for the company.
Maintain awareness of the latest legislative changes that may affect planning.
Have a sound technical knowledge, ability to ensure compliant files and provide holistic financial planning options and advice.

What is Needed to Be Considered:

Level 4 Diploma in Financial Planning and working towards CII Chartered status.
Keen to play an active role in a dynamic team and willing to contribute to the success of the team and the firm as a whole
Passionate about providing great client service with a genuine interest in our clients.
Great at communicating with people at all levels.
Positive, emotionally aware and resilient.
Good at using your initiative, solving problems and working under pressure.
Motivated and well organised.
A good networker.
Have good organisational skills as well as the ability to take initiative and contribute to the effective running of the department.
Have an appetite to build and develop a client bank with support from the team and practice.
Comfortable working towards team and personal objective