Financial Planner - Birmingham, United Kingdom - Azets

Azets
Azets
Verified Company
Birmingham, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

To get the job that you'll love

  • Always operate within the requirements of the applicable Financial Conduct Authority rules and regulations issued from time to time
  • Assist in the development and achievement of annual business targets and financial budgets
  • Identify and establish contact with potential clients
  • Gather and analyse information required to provide financial planning advice
  • Review existing client's circumstances regularly in adherence with internal procedures and take appropriate action
  • Responsible for the development and expansion of the financial planning business in the Firm as a whole
  • Complete all administration in a timely and accurate manner in line with the guidelines
  • Satisfy the regulatory CPD thresholds, including those relating to the Insurance Distribution Directive and Conduct Rules
  • Create and maintain appropriate business relationships within Azets Group
  • Minimum of Diploma/Level 4 working towards Level 6 Certified or Chartered Status desirable
  • Previous experience in a financial planning environment is essential
  • Sound technical knowledge of pensions, investments and taxation including estate planning and demonstrated ability to transfer technical knowledge to others
  • Up to date knowledge of FCA Regulations is essential
  • Excellent interpersonal and client servicing skills

A note from the Hiring Manager:

  • "An excellent opportunity to join our growing team. The Wealth Management business has gone from strength to strength and our staff take pride in providing an expert personal service to local clients. We are now looking to expand our team across the North of England and Midlands due to our ambitious growth plans, so this is the perfect opportunity for someone looking for a new challenge with a supportive firm. "_

What's in it for you?
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33 days annual leave (31 for Students with study package and 38 for Partners) inc. bank holidays

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Birthday Day off:

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Lead Incentive Scheme (applicable to up to and including Associate Director level)

  • We offer generous financial rewards for helping Azets to grow our new client portfolio.
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Reimbursement of one professional subscription each year:


  • Private Medical Cover (applicable to Director/Partner level)

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Flexible Working
  • Azets understand that as with any family, we all work in different ways and need flexibility within our working day and therefore we operate a flexible working policy.
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Life Assurance - 4 times salary

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Employee Referral Bonus:

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Employee Benefits Portal:

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Access to our YuLife wellbeing app - Includes EAP, 24/7 GP access, retail vouchers and discounts, free digital will writing, discounted gym memberships etc.

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Pension:

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Paid sick leave:

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Career Coaching:

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Cycle to work scheme:

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Employee assistance program
  • For you and your family.
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Dress for your day:

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Extensive Learning & Development Opportunities and Study Support

Our values are our motivation
Our values are at the heart of everything we do.

We're looking for people who also believe in these drivers as we work together to achieve success for both our colleagues and our clients alike.

As a business, we believe we are stronger together. We share knowledge, ask for help and empower each other to achieve more collectively. We are open-minded and value everyone's contribution, embracing our differences and fostering a culture of trust and inclusion.

We look for people who adapt quickly to change, finding smart ways to deliver the best results and remain one step ahead.

Does this sound like you?


Why join the Azets family?
The relationship that we have with our colleagues is of the upmost importance to us as a business. Your voice is important to us.

Attracting and retaining the right people who will deliver the level of service that our clients expect is key to both our and your success.

We offer training and development opportunities to all employees and nurture talent from all backgrounds. This helps us to grow our own and bring out the very best in people.


Job Reference:
AZ01899
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