Financial Planner - Bristol, United Kingdom - The Oakfield Group

The Oakfield Group

Verified Company

Bristol, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Title:
Financial Planner

Location:
Manchester

My clientis a small but perfectly formed financial services firm dedicated to helping individuals and businesses achieve their financial goals.

With a team of experienced professionals and a commitment to personalized service, they provide comprehensive financial planning and investment management solutions.

They are looking to recruit an experience financial planner or a Paraplanner who wishes to progress into a financial planner role.

The role:

Receive dedicated training and support to evolve into a proficient adviser, encompassing both technical expertise and essential soft skills.
Be able to successfully onboard clients, who will be provided to you.
Gather accurate and comprehensive client information, before formulating recommendations.
Address client queries in an efficient and timely manner.
Consistently uphold a commitment to delivering sound and suitable recommendations.
Ensure timely provision of pertinent documentation.
Engage in prospecting and connecting with potential clients, in alignment with the firm's strategic business plan.
Uphold the principles of Treating Customers Fairly (TCF) to guarantee equitable treatment of clients.
Maintain an uptodate Statement of Professional Standing (SPS).
Accurately record and uphold relevant Continuing Professional Development (CPD).

On Offer