An exciting opportunity has arisen for a Chartered Financial Plannerto join a well-established accountancy firm offering a comprehensive range of services including accounting, tax, audit, payroll, and financial planning.
As a Chartered Financial Planner, you will deliver tailored financial advice, support existing clients, and develop new business through internal and external networks.
This full-time, permanent role offers a salary range of £65,000 - £100,000for 36.25 hours work week plus flexible & hybrid working options and benefits.
You will be responsible for:
? Providing professional, client-focused financial planning advice to new and existing clients.
? Building relationships and generating business through introducers and internal referral networks.
? Engaging with clients to understand objectives and agreeing project fees.
? Completing fact finds and ensuring compliance with "know your customer" requirements.
? Researching existing arrangements and evaluating alternative solutions to meet client goals.
? Preparing suitability reports and explaining recommendations in clear, practical language.
? Supporting clients with paperwork, applications, and ongoing reviews.
? Contributing to business targets and the wider success of the financial planning team
What we are looking for:
? Previous experience as a Senior Financial Planner, Financial Planner, Senior Financial Adviser, Financial Adviser, Senior Financial Advisor, Finance Advisor, Financial Advisor, Financial Planning Consultant, Finance Planner, Wealth Advisor, Independent Financial Adviser, Independent Financial Advisor, Investment Adviser, Investment Advisor or in a similar role.
? Chartered Financial Planner status and Level 6 CII Advanced Diploma in Financial Planning.
? Competent Adviser status.
? At least 5 years of financial services experience with proven ability to prepare suitability reports.
? SOLLA accreditation a....Read more...
An exciting opportunity has arisen for a Chartered Financial Plannerto join a well-established accountancy firm offering a comprehensive range of services including accounting, tax, audit, payroll, and financial planning.
As a Chartered Financial Planner, you will deliver tailored financial advice, support existing clients, and develop new business through internal and external networks.
This full-time, permanent role offers a salary range of £65,000 - £100,000for 36.25 hours work week plus flexible & hybrid working options and benefits.
You will be responsible for:
* Providing professional, client-focused financial planning advice to new and existing clients.
* Building relationships and generating business through introducers and internal referral networks.
* Engaging with clients to understand objectives and agreeing project fees.
* Completing fact finds and ensuring compliance with "know your customer" requirements.
* Researching existing arrangements and evaluating alternative solutions to meet client goals.
* Preparing suitability reports and explaining recommendations in clear, practical language.
* Supporting clients with paperwork, applications, and ongoing reviews.
* Contributing to business targets and the wider success of the financial planning team
What we are looking for:
* Previous experience as a Senior Financial Planner, Financial Planner, Senior Financial Adviser, Financial Adviser, Senior Financial Advisor, Finance Advisor, Financial Advisor, Financial Planning Consultant, Finance Planner, Wealth Advisor, Independent Financial Adviser, Independent Financial Advisor, Investment Adviser, Investment Advisor or in a similar role.
* Chartered Financial Planner status and Level 6 CII Advanced Diploma in Financial Planning.
* Competent Adviser status.
* At least 5 years of financial services experience with proven ability to prepare suitability reports.
* SOLLA accreditation and experience in IFA practice would be desirable.
* Familiarity with FE Analytics and Intelligent Office would be beneficial.
What's on offer:
* Annual salary review
* 25 days plus bank holidays
* Pension scheme
* Cycle to work scheme
* Private medical insurance
* Charity giving schemes
* Commission schemes and staff incentives
* Opportunities for professional development and career progression
Apply now for this great Corporate Finance Planner opportunity to join a respected payroll services organisation and develop your career.
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....Read more...
Shadow AdviserSalary Range: £50K-£60K dependent on skills and experience + benefitsHome based – must live within a commutable distance to Central LondonFull TimeAn exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, financial advice firm based in the City of London. Oak Private Wealth advise 150 families with over £140M under management and are seeking a focused and dynamic team player to help meet the ongoing advice needs of our clients.In the words of TRAP, we are one of those few ‘full-fat financial planning firms’, offering a combination of great unencumbered advice with a highly personalised client service.We see this role as a ‘shadow adviser’ where you will work directly with the two advisers, and the existing paraplanner, learning as you go, gaining exposure to all our clients, attending meetings and over time, taking responsibility for client relationships.You will need to learn our way i.e. understand our processes, write in a client-friendly format and learn to identify client’s real needs. This takes time and we have a successful two-year programme, that led a previous entrant to be awarded the Citywire top 35 under 35. Therefore, this role will appeal most to candidates that have either started advising and become jaded/ realised it is tricky, or to an experienced paraplanner, who wants to take the next step.We have an office in the city for client meetings, but we are cloud-based and so we regularly work from home when not meeting clients.Experience
Hold Chartered status (or seriously working towards this, because this is a minimum for us)Experience of using Intelligence Office, FE Analytics & cashflow software
In return we’ll ensure that your salary is benchmarked each year, so you are paid in the top quartile of your profession (with benefits & holidays to match). We promise to train you, value you, listen to you and to adapt around your needs.Interested in this Shadow ADvisor role? If you feel that you possess the relevant skills and experience then please send your cv by return. INDHS ....Read more...
