A brief Introduction.....
Vibright are excited to be partnering with an ambitious wealth management business who are seeking a forward thinking, proactive, highly motivated Financial Planner. This role will be instrumental in assisting the growth of the business and wider Group by developing their presence in Louth and working with the team to grow the existing client base.
Want to hear more?
This is an exciting time to join the organisation, as they are at a pivotal moment of growth. Our client has an experienced team of financial planners based across their 11 office locations. Many of their financial planners have achieved chartered status, which is widely regarded as the top qualification that a financial planner can attain and they are now looking to add to this amazing team, hiring a future leader who is ambitious and keen to play their part in enabling a business to grow!
What will you be doing?
This is a classic financial planner, with the added excitement of being one of the first on the ground, building out the foundations of the future business. Here is a little snapshot of your everyday duties & responsibilities:
* Meeting clients to understand and document their objectives, attitude to risk, capacity for loss, existing policies, personal circumstances and tax status together with any additional information required in the form of completed file notes and fact finds, together with the use of third party software.
* Discussing investment opportunities and disclosing related risks related to any relevant investment.
* Recommending strategies appropriate to the client to achieve their financial goals and objectives.
* Ensuring that advice and recommendations are compliant, well researched, comprehensive and documented.
* Taking responsibility for client documentation and ensuring it is complete and compliant.
* Maintaining the expected standards of service to clients, including conducting reviews of existing clients to monitor changes to their financial status and objectives together with any broader economic updates and making changes to their investment strategy as necessary.
* Achieving agreed target levels of fee income and meeting the standards set by the firm.
* Ensuring the wider group Team Members are kept up to date and informed of relevant financial services matters.
* Developing professional connections (internal and external) to produce quality client introductions.
* Carrying out general duties, as requested from time to time, commensurate with skills, experience and status.
What we need from you....A bit about you….
* Must possess excellent communication, interpersonal, presentational and relationship building skills, with the ability to raise appropriate questions to the clients.
* At a minimum must hold the Diploma in Regulated Financial Planning by the CII (or equivalent) and must hold a current valid Statement of Professional Standing, with a commitment to further professional advancement.
* Being able to actively listen and explain complex concepts in a manner likely to be understood by a client.
* Should be enthusiastic and willing to assist clients and team members and be service oriented and results driven.
* Profound knowledge of the financial services market, products, associated technical and compliance issues and to be able to understand and demonstrate adherence to regulatory rules, requirements and obligations.
* IT literate, including the full Microsoft Office suite together with Microsoft Teams and preferably experience using some of the following software packages: Intelliflo, Selectapension, CashCalc, Defaqto and FE Analytics.
* Good organisational, administrative and time management skills.
* Must be self-disciplined and motivated with the ability to work alone and unsupervised or within a team environment when appropriate.
* Must have a flexible attitude to work and be prepared to travel, with occasional appointments outside of normal working hours.
* Must hold a clean UK driving licence.
What’s on offer for the successful candidate?
Our client understands that for people to deliver their best work, they need to feel their best. That’s why they offer a generous benefits package designed to support your wellbeing and life priorities. Here is just a sneak peak and some of the benefits on offer.....
* £50,000-60,000 base salary (D.O.E)
* Bonus on everything you bring in!
* Hybrid working - 3 days remote, 2 days in the office
* Continued Career development - Support through relevant qualifications!
* There are a whole host of other benefits available too
You are excited and want to apply?
If you are a driven, qualified Financial Planner looking to make an impact and want to join a business who is driven to succeed and highly successful, then please get in touch! Or maybe you are a lonely self-employed planner keen to join a team and maximise an existing infrastructure then we would love to hear from you, we are excited to share further insight into this opportunity.
Talent comes from all walks of life, that's why we’re proud to be an equal opportunity employer and actively encourage applications from all backgrounds. Vibright Ltd are an equal opportunities employer and do not discriminate on the grounds of gender, sexual orientation, marital or civil partner status, pregnancy or maternity, gender reassignment, race, colour, nationality, ethnic or national origin, religion or belief, disability or age.
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