Financial Adviser - Blackburn, United Kingdom - Independent Resourcing Consultancy

Independent Resourcing Consultancy
Independent Resourcing Consultancy
Verified Company
Blackburn, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

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Description

Financial Adviser:


  • Job Reference:
Date Posted: 23 November 2023

  • Recruiter: Independent Resourcing Consultancy
  • Location: Blackburn, Lancashire
  • Remote Working: Some remote working possible
  • Salary: On Application
  • Bonus/Benefits: Salary: Depending on Experience
  • Sector: Financial Advisers
  • Job Type: Permanent
  • Contact: Eamon Behan
A unique opportunity to work within a firm of Chartered Accountants and business advisers. Our Financial Planning business is ready to grow, but we need additional capacity to facilitate this.

As part of the financial planning team, you will provide excellent service to clients in line with our values, procedures, prevailing legislation, and good professional practice, exceeding clients' expectations.


About you:


This is an ideal opportunity for an experienced Level 4 qualified adviser who wishes to work towards Chartered status
_OR _a recently qualified financial adviser who needs more support to develop your skills, this role is perfect for you.


Your development:

We offer a study package to support you in achieving the Chartered or Fellowship qualification. This includes study leave and mentoring throughout your qualification journey.

Additionally, we provide a range of training opportunities to help you maximize your potential, such as becoming a trusted adviser, networking, and presentation skills.

There are opportunities for progression within the Financial Planning team or the wider practice. We conduct quarterly performance review conversations to ensure your development is on track.


Package:


As this will be a primarily a servicing role,
_there is no bonus on top of basic salary_ which is dependent on experience.

However, this is a stress-free role as there are no targets as such, so ideal if this is the kind of role you are looking for.

Excellent company benefits and development offered.


Responsibilities:


  • Provide excellent financial planning service to a diverse range of private clients, business owners, and corporate clients as part of our financial planning team.
  • Support the growth of our Financial Planning business while assisting senior advisers and building your own client bank.
  • Prepare accurate and compliant Financial Planning reports in collaboration with a Paraplanner team.
  • Offer ongoing exceptional service to Financial Planning clients, being proactive in communication and responsive to planningrelated queries.
  • Contribute to our business development initiatives, including seminars, presentations, and networking activities.
  • Participate in project work.
  • Help in the development plans for the company.
  • Stay updated on the latest legislative changes that may impact planning.
  • Be part of our Training and Competence (T&C) scheme and maintain an uptodate Statement of Professional Standing (SPS).
  • Demonstrate sound technical knowledge, ensure compliant files, and provide holistic financial planning options and advice.

Competencies:


  • Active team player with a desire to contribute to the team and the firm's success.
  • Passionate about delivering exceptional client service and genuinely interested in our clients.
  • Strong communication skills with the ability to engage effectively with individuals at all levels.
  • Positive, emotionally aware, and resilient.
  • Initiativedriven with problemsolving abilities and the ability to work under pressure.
  • Motivated and wellorganized.
  • Strong networking skills.
  • Excellent organizational skills and the ability to take initiative and contribute to the department's effective operation.
  • Desire to build and develop a client bank with the support of the team and practice.
  • Comfortable working towards team and personal objectives.

Experience:

Relevant experience in financial planning.


Next Steps

Does this sound like an opportunity that aligns with your career ambitions?
**We look forward to starting your journey with you
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