Financial Planner

Reference: AL1172
Category:

FINANCIAL PLANNER

LEICESTER (Our Ref AL1172)

Salary from £60,000 – £80,000, earnings potential c£120,000 (uncapped), car allowance & generous benefits

 

My client has grown organically over the years by putting clients at the core of their proposition. By providing excellent service and outcomes for clients they have achieved significant growth and now look after in excess of £1bn of client assets.

They strive to recruit, develop, and retain individuals who share their vision and values and who want to make a valuable contribution to the continued success of the business. They encourage staff progression which could ultimately include the future opportunity of taking part in equity ownership in the business subject to business need and individual assessment.

Their office is based in Leicestershire and they service high net worth clients across the UK. They look to build long term client relationships based on trust, professionalism and support which is echoed in their staff approach. They are committed to the highest standards of knowledge and skill as demonstrated by their Chartered Status. Their employees are consistently encouraged and supported to challenge themselves and to develop their qualifications.

The role

The role is fundamentally to provide high quality advice and outcomes for clients. They have spent over 35 years building the infrastructure of a business that allows their advisers to focus on client communication, meeting with clients new and existing and recording accurate high level meeting notes.

Within the role you will be expected to provide high-quality financial planning to their clients based on individual needs, applying technical knowledge in specialist areas such as SIPP, SSAS and discretionary investment management. You will be fully supported in all aspects of pension and investment administration by their teams of account executives, alongside the administration team who prepare all meeting notes for the client.

Knowledge, skills and abilities

  • Experience of advising and servicing high net worth clients.
  • Qualified level 4, diploma in Financial Planning or equivalent.
  • Chartered Financial Planner status or working towards it.
  • Comprehensive knowledge of applicable FCA rules.
  • Ability to effectively manage a portfolio of clients.
  • Proven record of developing new business through a variety of initiatives.
  • Excellent interpersonal skills and proven record of developing long term client relationships
  • Excellent written and verbal communication skills.

 

Remuneration and benefits

  • Salary range – £60,000 – £80,000 per annum dependant on relevant previous experience within a similar role with earnings potential c£120k (uncapped).
  • Car allowance, Laptop & Mobile Phone
  • Pension – 5 % employer contribution which increases with length of service.
  • Holidays – 26 days per annum plus statutory holidays and a discretionary day during the Christmas period. Holiday entitlement increases with length of service.
  • Life insurance – 2 x annual salary.
  • Professional qualifications – Financial support available for study materials and examinations subject to prior approval.
  • Employee Wellbeing – Private medical insurance, health cash plan, wellbeing guides, discounts portal, employee assistance programme.
  • Communication and Recognition – Regular staff updates and company events.

 

 

If this role is of interest, please apply with an up to date CV.  We aim to respond to all applications within 10 days.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.

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