Financial Planner- Leeds - Synchronicity Group

Synchronicity Group
Synchronicity Group
Verified Company
Leeds, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

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Description

Location:
Leeds
Synchronicity is working exclusively with an award-winning financial consultancy business who have a national presence providing industry leading services. Alongside being very progressive, this company operates a client first approach, and looking for adviserswho carry a similar ethos.


The business prides themselves on a friendly culture with an ambitious and professional approach, with a combined team effort of a premium service.

They work with a variety of clients from artists, charities, celebrities and more.

They are also partneredwith other professional practices and with ongoing acquisitions they have ample leads and clients for anyone joining.

Our client significantly values their employees and ensure a healthy work-life balance with flexible working and they are open to how thismight look.

This opportunity can also provide the right person with great career scope moving forward as the business expands.


The Role


This role itself will be to service an existing client bank built up of HNW individuals with a variety of cases including Retirement Planning, IHT, Estate Planning, Investments.

Due to the level of clients, you will be expected to be a technically competentand comfortable dealing with cases at this level.

You will receive full paraplanning and administration support from the back-office team.


Alongside the existing client portfolio, there is a requirement to develop business from through client referrals and building on relationships in place with local professional firms/individuals with the aim to grow your book.


The Required Skills:


  • A strong amount of Financial Planning experience dealing with HNW clients
  • Used to providing advice on Pensions, Investments and Protection
  • Level 4 Diploma in Financial Planning is a minimum but ideally you will be Chartered qualified or working towards being Chartered
  • Personable professional who is comfortable dealing with clients both written and verbally
  • A strong understanding and knowledge of all financial planning product
  • An ethical approach to financial planning truly valuing giving high quality advice
  • An appetite to build business using the variety of opportunities on offer
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