Vacancy Detail

Financial Planner

Recruit Wealth are delighted to be representing an excellent opportunity with an established national brand who are now seeking an experienced Financial Planner

Our client is seeking a motivated individual to join their Cumbria office and become part of the ambitious Financial Planning Team. Working with a team of highly experienced colleagues within the sector, you will assist in offering clients independent and strategic advice to help develop a clear financial strategy. The overall purpose of this role is to provide Financial Planning advice and solutions to clients, offering high quality advice, service and delivering agreed revenue targets.

The main elements of this role will include:

• Working with clients to understand their objectives and provide comprehensive robust solutions to help meet these objectives

• Ensuring high quality ongoing advice is provided to all review clients

• Undertaking focussed internal and external business development activity to identify new prospects

• Ensuring individual revenue targets are achieved

• Ensuring the firms stated compliance requirements and standards are met

• Maintaining and developing technical knowledge relevant to role

• Building and maintaining relationships with Partners, Directors and Relationship Managers internally

• Remaining focussed on ongoing business development

• Continuing to maintain as well as build business relationships with key potential introducers in the local external marketplace;

Requirements to be considered for the role are as follows:

• Have successfully completed Level 4 Diploma in Financial Planning

• Ideally have a minimum of 2-3 years' experience in an advisory role

• Have excellent customer service skills and demonstrate this with all colleagues within the firm as well as existing and prospective clients

• Be confident when using IT systems and demonstrate efficient IT skills

Benefits of the opportunity:

• A competitive salary

• Employer Contribution Pension Scheme including Life Cover and Income Protection

• Enhanced Annual Leave which will increase throughout your length of service and option of annual leave purchase scheme allowing you to buy up to 5 additional days annual leave each year

• Flexible & Smart Working - giving you the ability to balance home-working, office location etc.

• Life Cover of 4x salary

• Health Shield Cash Plan

• Introductory Commission Scheme

• Employee Assistance Programme

• Employee Referral Scheme

• Detailed and thorough on-the-job training

This is a premium role, please apply for an immediate response and we look forward to speaking with you.

Location: Penrith | Salary: 55000 - 100000 per | Job type: Permanent | Posted: 17/08/2020