About the Company
Founded in 2005, our London based client offers bespoke long-term financial planning for senior medical professionals. They are the UK's leading advice firm uniquely focused on helping medics and their families to make well-considered decisions and to achieve their own ambitions in later life.
Using exceptional NHS knowledge, their sound investment philosophy, and custom-built Empowerment Pathway to deliver a successful financial planning experience, their core passion is to allow people to follow their dreams. Their values are critically important to them, and they hire and develop their teams by them!
About the Role
The ideal candidate will have the right combination of confident communication, management, and organisation skills, with a strong technical skill, excellent influencing and relationship management skills drawn from your experience as a Paraplanner or Financial Planner. You will provide the right level of technical leadership to the team of 8 FPS.
Your responsibilities include providing financial planning advice to clients while being the primary relationship manager for all company interactions. You will take responsibility for the quality and accuracy of all client advice and develop new client relationships. Key internal relationships include Assistant Financial Planners and the Head of Risk and Governance.
Confidence in your technical knowledge and experience in managing paraplanners in a commercially driven environment is necessary. An ability to work under pressure and prioritise is required, along with a solid understanding of regulatory compliance, procedures, and processes.
Required Skills
Diplomacy and resilience, while displaying a positive, cheerful, and optimistic outlook.
You are persuasive, articulate, impactful, quick-thinking, and flexible.
Supportive to the career development of others, and an excellent role model to more junior team members.
Required Professional Qualifications
FCA Certified and Registered Statement of Professional Standing (SPS)
QCF level 4 minimum
Extensive technical knowledge of financial planning products and services
Exceptional report writing and presentation skills.
In return for your dynamic personality and professional skill set, we offer:
Basic annual salary up to £80,000 based on experience
Death in Service + Critical Illness Cover
Christmas to New Year 'gifted' leave
EAP assistance
Private Medical Insurance
Ride to Work scheme and Season Ticket Loan
Long Service/sabbatical
Paid CII for Examination, Learning Support including financial support and study assistance
Company Social Events
#J-18808-Ljbffr
Founded in 2005, our London based client offers bespoke long-term financial planning for senior medical professionals. They are the UK's leading advice firm uniquely focused on helping medics and their families to make well-considered decisions and to achieve their own ambitions in later life.
Using exceptional NHS knowledge, their sound investment philosophy, and custom-built Empowerment Pathway to deliver a successful financial planning experience, their core passion is to allow people to follow their dreams. Their values are critically important to them, and they hire and develop their teams by them!
About the Role
The ideal candidate will have the right combination of confident communication, management, and organisation skills, with a strong technical skill, excellent influencing and relationship management skills drawn from your experience as a Paraplanner or Financial Planner. You will provide the right level of technical leadership to the team of 8 FPS.
Your responsibilities include providing financial planning advice to clients while being the primary relationship manager for all company interactions. You will take responsibility for the quality and accuracy of all client advice and develop new client relationships. Key internal relationships include Assistant Financial Planners and the Head of Risk and Governance.
Confidence in your technical knowledge and experience in managing paraplanners in a commercially driven environment is necessary. An ability to work under pressure and prioritise is required, along with a solid understanding of regulatory compliance, procedures, and processes.
Required Skills
Diplomacy and resilience, while displaying a positive, cheerful, and optimistic outlook.
You are persuasive, articulate, impactful, quick-thinking, and flexible.
Supportive to the career development of others, and an excellent role model to more junior team members.
Required Professional Qualifications
FCA Certified and Registered Statement of Professional Standing (SPS)
QCF level 4 minimum
Extensive technical knowledge of financial planning products and services
Exceptional report writing and presentation skills.
In return for your dynamic personality and professional skill set, we offer:
Basic annual salary up to £80,000 based on experience
Death in Service + Critical Illness Cover
Christmas to New Year 'gifted' leave
EAP assistance
Private Medical Insurance
Ride to Work scheme and Season Ticket Loan
Long Service/sabbatical
Paid CII for Examination, Learning Support including financial support and study assistance
Company Social Events
#J-18808-Ljbffr
