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Financial Planners

Posted by Direct_appointments-cv_library on 23/06/2018
Postcode
Company name Direct Appointments
Category Accounting
Contract Permanent
Full/Part time Full time
Salary £ 45000 - £53000/annum + Bonus + r
Description
Our multi and award winning client is an award winning and highly experienced firm of independent Financial Planners based in Cardiff, London, & Bristol. They require a Financial Planner to join their team.

Key role and Responsibilities of the Financial Planner:
- Provide clients with advice and make recommendations on ways to best utilise their assets to achieve their objectives.
- You will offer expert advice on suitable mortgages, investments, insurance, tax and private pensions and creates a valuable financial plan for a client
- You will adopt and apply the firm’s 6 step process of Financial Planning process as laid down by the Financial Planning Standards Board (FPSB) and provide advice to individuals, families and family businesses.
- Conduct in-depth reviews of clients' financial circumstances, current provision and future aims based on their changing needs and circumstances
- Assess client’s attitude to risk and capacity for loss using the firms risk assessment tool of choice
- Assisting clients to make informed decisions and educate them on Financial Planning and Investment Philosophy
- Liaise with financial services providers to keep up to date on solutions in the market place

Qualifications and experience required for the Financial Planner:
- Level 4 Diploma
- Proven track record within a client service environment and delivering client advice
- Good communication and computer literacy skills required

Applications required ASAP as interviews will commence immediately.

Referral Fee:
Due to a number of Financial Planner roles being required by our client - If a candidate is referred by an individual and is successfully appointed a fee of £500 will be paid to the person making the referral.

In return, you can expect a very £competitive salary, superb career opportunities and personal advancement as the company is growing exponentially and possesses a work based culture that any employer in this sector will be hard pressed to beat

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