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Junior Financial Planner - Thames DittonBlakemore Recruitment • Thames Ditton, GB
Junior Financial Planner - Thames Ditton

Junior Financial Planner - Thames Ditton

Blakemore Recruitment • Thames Ditton, GB
30+ days ago
Salary
£40,000.00 yearly
Job type
  • Full-time
Job description

We are currently recruiting for a boutique Financial Planning practice in Thames Ditton who are looking to recruit a Junior Financial Planner.

They are a small firm offering independent financial advice on mortgages, investments, savings and pension planning with a solid existing client portfolio.

You will have a proven track record of results and be able to demonstrate great communication skills and a good knowledge of the fast moving financial services market.
You will have the following traits:

  •  Honest
  •  Strong work ethic
  •  Primary focus on client outcome
  •  Excellent telephone manner
  •  Smart and professional appearance
  •  Full Dip FA level 4 required
  •  Proven track record in quality advice and client work

We they offer:

  •  A competitive basic salary of c £40k depending on the candidate
  •  Bonus income based on production (amount??)
  •  Workplace company pension
  •  20 days holiday

Responsibilities

Your tasks will vary but typically you will need to:

  • Contact existing clients to carry out full financial reviews and conduct in-depth reviews of clients& financial circumstances, current provision and future aims using the CRM system Finplan
  • Analyse information and prepare plans best suited to individual clients& requirements
  • Complete risk profiles, factfinds and suitability letters
  • Research the marketplace and provide clients with information on new and existing products and services
  • Assist clients to make informed decisions
  • Review and respond to clients changing needs and financial circumstances
  • Promote and sell financial products to meet given or negotiated sales targets
  • Keep up to date with financial products and legislation
  • Produce financial reports
  • Contact clients with news of new financial products or changes to legislation that may affect their savings and investments
  • Meet the regulatory aspects of the role, requirements for disclosure, costs of the services provided and also the advised products.
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Junior Financial Planner - Thames Ditton • Thames Ditton, GB

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