Financial Planner

Financial Planner focuses on provide a comprehensive and compliant service to existing clients within the activities as defined and authorised by the company.

What the role involves

• Provide a comprehensive and compliant service to existing clients within the activities as defined and authorised by the company.
• Delivering in accordance with the TCF principles at all times.

Skills and requirements

•  Sound Operating Knowledge of IT Systems and Packages.
• Regulated sales experience.
• Client management experience.
• Experience of providing advice via telephone.

Confirmed role details

• To provide profitable, effective and compliant Pension Liability Advice to members of Defined Benefit Salary schemes.
• To provide profitable, effective and compliant whole of market financial planning advice and ongoing servicing to new pension transfer clients and the legacy client bank.
• Develop new business opportunities from new Pension Liability Members, existing clients, introducers, referrals and achieving agreed revenue targets.

Candidate fit

• Strong written and verbal communication skill.
• Experienced in working with professional introducers.

Additional role context

• We are currently recruiting for a multi-award winning firm of financial advisers based in Farnborough who are looking to recruit a Financial Adviser.
• Our brand essence is illuminating – we educate our clients, bring clarity to their finances and brighten their futures.
• To conduct in accordance with the FCA’s Statement of Principles and Code of Practice for Approved Persons.