The Role
We are looking for individuals who are motivated and wanting to further their career within the financial services industry by joining our Clients team. We are looking for an experienced candidate, with a level 4 diploma as a minimum and ideally working towards, or already, chartered.

You are professional, ethical, innovative, and naturally look for the best outcome for our clients. You should be a strong organiser with the ability to prioritise and have a positive can do, will do attitude.

You should be a great communicator with a diverse range of people and enjoy working either within a team and individually - managing your own workflow and tasks independently and efficiently. You will be required to keep up to date with technical, product and provider changes.


The Business

Our client is a great Financial Planning firm with a good reputation the whole team take pride in their work and place high levels of emphasis on client care and providing a tailored solution. Our client have long standing relationships with a great deal of their clients and have an excellent client-retention rate to go with this. They have grown consistently over the last few years and are a forward-thinking firm that embrace technology and pride themselves on the technical knowledge that their team provides, along with the high levels of customer service.

Requirements
Skills

Excellent standard of written and verbal communication.
Technical competence across all areas of financial planning.
Good decision-making skills.
Analytical mind and excellent attention to detail.
Excellent time management skills with an ability to work to deadlines.
Ability to coach and provide feedback.
Full UK drivers license.

Experience

Experience in a Financial Planning role in a similar environment.
Experience of working with IT systems that support this service
Good technical knowledge and understanding of relevant regulations rules

Qualifications

Essential - Diploma in Financial Planning (or equivalent)
Desirable - Charted or Fellow status

Benefits
24 days annual leave increasing to 30 days with service
Support when you are sick including paid sick leave and group income protection from 13 weeks. Also access to vocational rehab including counselling, physio, and online GP services.
Private medical insurance
Life assurance
Group Pension salary sacrifice
We are a genuinely flexible workplace and open to full and part time workers working in an office based or hybrid capacity with a variety of working hours.