Financial Planner - Bristol (City Centre), United Kingdom - Clayton Davies Ltd

    Clayton Davies Ltd
    Clayton Davies Ltd Bristol (City Centre), United Kingdom

    1 month ago

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    Part time, Full time
    Description
    Our client, a national financial planning firm, is looking for a Financial Planner to join the business to help deliver excellent financial planning, advice, and service to clients via a deskbased service model.

    Key

    Responsibilities:
    • To provide holistic financial planning solution to private client across the full suite of financial planning solutions.
    • Achieving revenue targets set by the business and regional manager.
    • Proactively drive for cross selling and referring business into other parts of the group.
    • Maintain & nurture existing client relationships, identifying and fulfilling new advice needs where appropriate.
    • Generate new client enquiries and generates advice income from these.
    • Undertake sales and marketing activity in line with local/regional/ national plans.
    • Provide expert independent advice to designated clients in compliance with relevant regulations and company policies and values.
    • Ensure that client advice and reports are compliant with company processes and regulatory requirements.
    • Use standard template documentation approved by the company
    • Ensure technical knowledge and general industry knowledge is always maintained.
    • Delivery of a positive client service experience to ensure appropriate client outcomes, client journey and client communication.
      Experience Required:
      • Diploma in Financial Planning as a minimum qualification
      • Track record of providing solid financial advice
      • CAS holder (beneficial)

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