Financial Planner - WORK FROM HOME
- Employer
- Office Angels
- Location
- Nottingham, Nottinghamshire
- Salary
- £60000 - £70000/annum excellent opportunity
- Closing date
- 7 May 2021
View more
- Job Sector
- Accountancy
- Contract Type
- Permanent
- Hours
- Full Time
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We are recruiting for this role during this challenging time however our client is able to adhere to all policies related to Covid 19 to ensure the well-being of all their employees
We are looking for an experienced Financial Planner to work for a Nottinghamshire based company as part of a small established team and our client can offer the flexibility of working from home Monday to Friday office hours to ensure a work life balance to provide regulated financial advice to clients
As the Financial Planner your duties will include
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 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
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
To be successful of a Financial Planner
Must possess excellent communication, interpersonal, presentational and relationship building skills, with the ability to raise appropriate questions to the clients
Being able to actively listen and explain complex concepts in a manner likely to be understood by a client
Profound knowledge of the financial services market, rules and regulations, products, associated technical and compliance issues
Understand and demonstrate adherence to regulatory requirements and obligations
IT literate, including the full Microsoft Office suite
Excellent telephone and communication manner essential
Clean driving licence
Good organisational, administrative and time management skills essential
Self-discipline, motivation and initiative with ability to work alone and unsupervised, and within a team environment when appropriate
Results driven and service orientated
Flexible attitude to work, prepared to travel, evening appointments etc.
Must be qualified to Diploma level 4 or higher and committed to further professional advancement via examination
Must have a current and valid Statement of Professional Standing
Once successful in the Financial Planner you will receive excellent benefits including a work life balance, a very supportive team and line manager, able to work from home, company car, 30 days holiday, bonus, pension and flexible benefits
Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.
By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website
We are looking for an experienced Financial Planner to work for a Nottinghamshire based company as part of a small established team and our client can offer the flexibility of working from home Monday to Friday office hours to ensure a work life balance to provide regulated financial advice to clients
As the Financial Planner your duties will include
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 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
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
To be successful of a Financial Planner
Must possess excellent communication, interpersonal, presentational and relationship building skills, with the ability to raise appropriate questions to the clients
Being able to actively listen and explain complex concepts in a manner likely to be understood by a client
Profound knowledge of the financial services market, rules and regulations, products, associated technical and compliance issues
Understand and demonstrate adherence to regulatory requirements and obligations
IT literate, including the full Microsoft Office suite
Excellent telephone and communication manner essential
Clean driving licence
Good organisational, administrative and time management skills essential
Self-discipline, motivation and initiative with ability to work alone and unsupervised, and within a team environment when appropriate
Results driven and service orientated
Flexible attitude to work, prepared to travel, evening appointments etc.
Must be qualified to Diploma level 4 or higher and committed to further professional advancement via examination
Must have a current and valid Statement of Professional Standing
Once successful in the Financial Planner you will receive excellent benefits including a work life balance, a very supportive team and line manager, able to work from home, company car, 30 days holiday, bonus, pension and flexible benefits
Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.
By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website
You need to sign in or create an account to save a job.
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