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Everpool Recruitment
GB
Job Title: Financial Planner Location: West Midlands (Warwickshire and Worcestershire) Salary: £50,000 - per annum We are recruiting for a Financial Planner to join a well-established Financial Planning business. They are at a pivotal moment of positive change. They pride themselves on delivering exceptional service to their clients. Led by a moder
Job Source: Everpool RecruitmentEverpool
United Kingdom
Job Title: Financial Planner Location: West Midlands ( Warwickshire and Worcestershire) Salary: £50,000 - per annum We are recruiting for a Financial Planner to join a well-established Financial Planning business. They are at a pivotal moment of positive change. They pride themselves on delivering exceptional service to their clients. Led by a m
Job Source: EverpoolFocus Search and Selection
Birmingham
Financial Planner Are you a dynamic, results-oriented Financial Planner looking to take your career to the next level? My client is seeking a fully qualified professional with a minimum of 5 years' experience to join their esteemed wealth management firm. Key Requirements: Fully qualified Financial Planner with a proven track record. Minimum of 5 y
Job Source: Focus Search and SelectionFocus Search and Selection
Redditch
Financial Planner Are you a dynamic, results-oriented Financial Planner looking to take your career to the next level? My client is seeking a fully qualified professional with a minimum of 5 years' experience to join their esteemed wealth management firm. Key Requirements: Fully qualified Financial Planner with a proven track record. Minimum of 5 y
Job Source: Focus Search and SelectionMERJE Ltd
United Kingdom
Our client, a rapidly expanding and acquisitive Wealth Management firm, are looking for a Financial Planner to input into the strategic direction of the business as part of the Financial Planning leadership team. They are currently seeking a highly motivated and experienced Financial Planner who wants to develop and looking to take the next step al
Job Source: MERJE LtdEverpool Recruitment
Warwickshire
Job Title: Financial Planner Location: West Midlands ( Warwickshire and Worcestershire) Salary: £50,000 - per annum We are recruiting for a Financial Planner to join a well-established Financial Planning business. They are at a pivotal moment of positive change. They pride themselves on delivering exceptional service to their clients. Led by a mode
Job Source: Everpool RecruitmentFocus Search and Selection
Coventry
Financial Planner Are you a dynamic, results-oriented Financial Planner looking to take your career to the next level? My client is seeking a fully qualified professional with a minimum of 5 years' experience to join their esteemed wealth management firm. Key Requirements: Fully qualified Financial Planner with a proven track record. Minimum of 5 y
Job Source: Focus Search and SelectionFocus Search and Selection
Tamworth
Financial Planner Are you a dynamic, results-oriented Financial Planner looking to take your career to the next level? My client is seeking a fully qualified professional with a minimum of 5 years' experience to join their esteemed wealth management firm. Key Requirements: Fully qualified Financial Planner with a proven track record. Minimum of 5 y
Job Source: Focus Search and SelectionBirmingham
We are delighted to be working with this Wealth Management firm bsed in the Midlands, that offers a personal and discreet financial planning service that aims to deliver integrated holistic advice for corporate and private individuals.
The firm are able to deliver a 'boutique’ access to financial solutions - whilst ensuring, through significant investment in systems and controls, that diligence is ever-present in the process of advice and product selection.
Due to the acquisition of an existing client base, this is an opportunity for a dynamic, level 4 qualified Financial Adviser with advising experience looking to make the next step in their career to join the team and service/develop an existing client base whilst also looking to attract new clients to the business.
Full paraplanning and client support services provided.
The office is Birmingham based with the role on a hybrid working base.
Relevant Skills and Knowledge
The requisite technical knowledge and qualification - Level 4 Dip or equivalent, with CAS and SPSProvision of advice to clients in a compliant manner as detailed in the firm’s compliance manual and procedures.
Specific Responsibilities
Prospect / contact potential clients in accordance with the firm’s business plan / supervisor’s guidance.
Ensure sufficient client information obtained and analyse information gathered.
Undertake sufficient product and market research.
Ensure suitable recommendations are made.
Ensure all supporting documentation is maintained.
Maintain and build on fee income.
Carry out client reviews in accordance with individual Client Agreements and firm’s On-going Service procedures.
Ensure a current, in date Statement of Professional Standing (SPS) is held at all times.
Attain and maintain level of competence as required by the firm.
Maintain all standards of performance as required by the firm.
Ensure relevant CPD is maintained and recorded accurately.
Benefits
Bonus subject to KPIs
Life Assurance
Pension scheme membership
23 days plus bank Holidays, increased with service
Regular training workshops off site
Financial Planner jobs in Birmingham
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