Financial Planner

Financial Planner
Location: East Midlands
Contract: Permanent
Salary: £45,000 – £55,000 per annum
Bonus: OTE £10,000 min – uncapped
Car Allowance: £6,000 per annum Travel Expenses
Start Date: Flexible
*Hybrid Working – 1 day per week in office*
Contact: greg.waite@servicecare.org.uk

Job Description
Service Care Solutions are recruiting on behalf of a fast-growing, FTAdviser Top 100 Financial Planning firm for a Financial Planner to join the team on a permanent basis. This is an excellent opportunity for an experienced Financial Planner to take over a portfolio of 100-150 clients and expand further through an exceptional referral network.

The successful candidate will focus on developing strong internal referral relationships across a wider accountancy group, whilst also servicing inbound opportunities and building a long-term client bank. This is an unrestricted employed model offering significant earning potential, autonomy, and long-term career growth.

Key Responsibilities

• Meeting clients to understand their future investment plans and documenting them accordingly
• Obtaining detailed reports and information from the clients to determine income, expenses, risk tolerance, capacity for loss, existing plans, personal circumstances, tax status and their financial objectives
• Discussing the investment opportunities and risks related to the particular investment with the clients
• Recommending strategies with consideration to Castlegate's Centralised Investment Proposition that the clients can use in achieving their financial goals and objectives
• Ensuring that recommendations and associated advice is compliant, well researched, comprehensive, and well documented
• Taking responsibility for client documentation and ensuring it is complete and compliant
• Maintaining the expected standards of service to clients and partners; including reviews of existing client files and conducting review meetings as appropriate to track changes in financial status and economic changes to indicate any necessity of making a change to their existing holdings
• Achieving agreed target levels of fee income and meeting the standards set by the firm
• Ensuring Directors and Team Members at allocated offices of Duncan & Toplis are kept up to date and informed of relevant financial services developments and opportunities
• Developing professional connections (internal and external) to produce continuing quality client introductions
• Carrying out other general duties, as requested from time to time by Senior Management and the Board of Directors, commensurate with skills, experience and status

Candidate Criteria

• Level 4 Diploma qualified as a minimum, Chartered status highly desirable
• Previous experience managing client banks in excess of 100-150 clients
• Strong track record of converting leads and building long-term client relationships
• Employee Benefits experience desirable but not essential
• Excellent communication, relationship-building and presentation skills
• Strong technical understanding of financial planning products, regulation and compliance requirements
• Clean driving licence required

If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on 01772 208969 or email greg.waite@servicecare.org.uk
Service Care Solutions also offers a referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive the bonus once their probationary period has been completed.