Chartered Financial Planner, Hampshire, £66,000 + bonus & benefits

The Role:

This opportunity is working an award-winning firm of Chartered Financial Planners. Their approach is wholly client centric, and use of technology when combined with a market leading discretionary fund management solution enables delivery of an outstanding holistic financial planning and wealth management service to our clients across the UK. Seeking to employ a Level 4 Diploma/Chartered qualified Financial Adviser to help achieve ambitious growth plans.

* This is an exciting opportunity for an experienced financial planner to join an advice firm on an employed basis
* Whilst office based, work is flexible with a combination of office and home working. Client meetings are either office based or at a client's premises. Also work with clients on a digital basis through digital meeting mediums that are available
* Whilst clients are provided for advisers to service through acquisition strategy, there is a comprehensive structure in place to help advisers to develop existing and attract new clients
* Comprehensive compliance support provided
* Full administrative and paraplanning support to enable advisers to focus on the activity that they are best at

Key Activities & Responsibilities:

* The ability to act on initiative to develop relationships with new and existing clients
* A willingness to embrace change
* A level of Technical knowledge that will allow for the provision of a high-quality financial planning service
* The ability to analyse financial needs and goals to develop lifetime strategies
* Being comfortable carrying out annual reviews electronically or via face to face meetings
* Demonstrate the right attitude and culture, objectives and priorities
* Enjoy working as a team to improve and help move the business forward
* A thorough understanding of the Compliance, Legal, Statutory and Regulatory aspects impacting upon this area
* Excellent communication skills and high standards of literacy essential

Required Skills/Experience:

* You must be currently working as a Financial Planner
* Expect a minimum of 2 years' experience in the role
* Ideally you will be Chartered or within a year of achieving Chartered Status
* You need to be experienced in advising clients on all aspects of financial planning, including investments, pensions and protection. Mortgage knowledge is not essential

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.