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Financial Planner based in Buckinghamshire, competitive salary with excellent benefits and clients provided

Role & Responsibilities

  • Comply with the Training and Competence Scheme
  • Management of a portfolio of existing clients, ensuring that planning opportunities are identified and, where appropriate, pursued
  • Provide appropriate financial planning advice.
  • Be responsible for the delivery of your part in the growth plans for the specific office.
  • Continuous development of relationships
  • Increase the level of client penetration
  • Maintain an up to date technical knowledge of personal tax and financial planning and related matters
  • Deal with ad hoc client advisory and planning issues as they arise on the client portfolio

Skills, Knowledge and Experience

  • Diploma qualified as a minimum, ideally Certified Financial Planner and Chartered Financial Planner
  • Holds substantial financial planning experience
  • Team player with excellent communication skills both oral and written
  • Adaptable, organised with a commercial approach
  • Ability to exercise judgement and work without close supervision
  • Ability to proactively manage existing client relationships and to develop new relationships