Self-Employed Financial Planner
Reporting to:
Managing Director
Location:
Exeter - You will be home-based with access to office support.
Purpose:
We are an established firm of Chartered Financial Planners. Your job will be to deliver high quality, independent and truly personalised financial planning via a new brand targeting the development of professional connections and other sources of quality leads.
The role has come about through the organic growth of the business and a desire to develop relationships through solicitors and accountants, which is a market we understand well and that we feel is underserved.
We would be interested in hearing from applicants who have a track record of developing professional connections and/or have specialist knowledge in areas that would be of interest to this market, such as retirement planning, Inheritance Tax mitigation, Equity Release, and specialist pension planning using SSAS or SIPP vehicles.
Responsibilities:
Generate new business as a natural extension of the high-quality advice you provide, ideally bringing with you an existing client bank.
Support in the identification and development of professional connections.
Maintain frequent contact with all clients in line with our service proposition.
Maintain client records on our back office system to ensure they are current and in line with compliance procedures.
Receive administrative support via a fair use policy and be supported by a team of para-planners.
Ensure suitability is demonstrated for all advice provided, backed up by research and reviewed regularly.
Build knowledge and understanding of the firm’s compliance procedures including record keeping requirements.
Relevant skills and knowledge:
Demonstrate an extensive record in financial planning in an independent environment, preferably with a bias towards pension planning.
Possess strong knowledge and experience of a broad range of corporate and personal financial planning.
Hold an appropriate Level 4 qualification with evidence of gap-fill where appropriate; progress towards a Level 6 qualification is preferred.
Hold a current Statement of Professional Standing and maintain requirements at all times.
Be a successful self-starter with excellent prioritisation and time management skills.
Be competent in using the MS Office suite of products.
Attend quarterly meetings with the wider group.
Compensation:
In return for the right candidate, we offer a competitive package, including realistic OTE in excess of £70,000, although earnings are uncapped. Your remuneration can be bolstered by appropriate referrals to other parts of the Group.
How to apply:
If you believe you have what it takes to become a successful member of our team, please email your CV and a covering letter to
jamespriday@prydis.com
or post to James Priday, Prydis Wealth, Senate. Ensure you include your full contact details, so we can get in touch with you.
Prydis Group are an Equal Opportunities Employer.
#J-18808-Ljbffr
Reporting to:
Managing Director
Location:
Exeter - You will be home-based with access to office support.
Purpose:
We are an established firm of Chartered Financial Planners. Your job will be to deliver high quality, independent and truly personalised financial planning via a new brand targeting the development of professional connections and other sources of quality leads.
The role has come about through the organic growth of the business and a desire to develop relationships through solicitors and accountants, which is a market we understand well and that we feel is underserved.
We would be interested in hearing from applicants who have a track record of developing professional connections and/or have specialist knowledge in areas that would be of interest to this market, such as retirement planning, Inheritance Tax mitigation, Equity Release, and specialist pension planning using SSAS or SIPP vehicles.
Responsibilities:
Generate new business as a natural extension of the high-quality advice you provide, ideally bringing with you an existing client bank.
Support in the identification and development of professional connections.
Maintain frequent contact with all clients in line with our service proposition.
Maintain client records on our back office system to ensure they are current and in line with compliance procedures.
Receive administrative support via a fair use policy and be supported by a team of para-planners.
Ensure suitability is demonstrated for all advice provided, backed up by research and reviewed regularly.
Build knowledge and understanding of the firm’s compliance procedures including record keeping requirements.
Relevant skills and knowledge:
Demonstrate an extensive record in financial planning in an independent environment, preferably with a bias towards pension planning.
Possess strong knowledge and experience of a broad range of corporate and personal financial planning.
Hold an appropriate Level 4 qualification with evidence of gap-fill where appropriate; progress towards a Level 6 qualification is preferred.
Hold a current Statement of Professional Standing and maintain requirements at all times.
Be a successful self-starter with excellent prioritisation and time management skills.
Be competent in using the MS Office suite of products.
Attend quarterly meetings with the wider group.
Compensation:
In return for the right candidate, we offer a competitive package, including realistic OTE in excess of £70,000, although earnings are uncapped. Your remuneration can be bolstered by appropriate referrals to other parts of the Group.
How to apply:
If you believe you have what it takes to become a successful member of our team, please email your CV and a covering letter to
jamespriday@prydis.com
or post to James Priday, Prydis Wealth, Senate. Ensure you include your full contact details, so we can get in touch with you.
Prydis Group are an Equal Opportunities Employer.
#J-18808-Ljbffr
