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Vacancy Information

Financial Planner
Vacancy Reference Number:1811-10OB
Location: North West
Salary:
Description: Our client is seeking a Financial Planner to join their team in Crewe

The successful Financial Planner will be fully supported by a team of highly qualified support staff; you will be required to provide independent holistic financial planning advice to clients and develop new business opportunities as required.

Duties

  • Analysing and researching financial trends in order to achieve the best financial outcome for clients
  • Building strong inter-personal relationships with existing clients and attracting new business to the Company
  • Develop, manage and maintain strong relations with a portfolio of clients with a wide variety of planning needs and objectives.
  • Networking and business development.
  • Take ownership for achieving Know-Your-Client, assessing clients investment risk-profile and suitability of advice requirement.
  • Manage compliance & regulatory administration.
  • Ensure Personal Investment Plans, Personal Wealth Plans & Statements of Advice prepared and provided to clients.
  • Data input and analysis re back-office and Cash flow modelling. The Person
  • Qualified to level 4 diploma as a minimum
  • FCA understanding of regulations and products, and their practical application
  • Good telephone manner and excellent written communication skills.
  • Self-Motivated
  • You need the ability to work independently and as part of a team

    How to apply To apply for this role, please forward your CV in confidence quoting reference 1811-10OB or alternatively contact Oliver Barker. Due to the high volume of applications that we receive, if you do not hear from us within 7 days unfortunately your application has been unsuccessful.

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    For more information contact us at jobs@irsrecruitment.co.uk and attach your CV