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Cathedral Appointments Ltd
,
Exeter, Devon
Financial Planner
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Job Type: Full-time |
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Overview
Our client is a market leading accountancy practice with a fantastic reputation for their work. They are now seeking a Financial Planner to join them in Exeter in a pivotal business role. Reporting to the Director of Financial Planning, your role will be to service existing clients whilst driving for new business and professional connections. To be successful in this role you will need to have a Level 4 CII Diploma in Regulated Financial Planning. An advanced diploma or chartered status would be beneficial but is not essential. On offer is a highly competitive salary along with a fantastic range of benefits. Responsibilities: Promoting the firm’s services to both existing accounts and potential clients Maximising revenue through regular client reviews Seeking out new business and introducing new clients to the firm Keeping up to date with product and legislative changes Maintain all relevant documentation and ensuring appropriate recommendations made Ensuring compliance with legislation and maintaining statement of professional standing Requirements: Level 4 CII Diploma in Regulated Financial Planning Ideally but not essentially an Advanced CII Diploma or chartered status A fantastic communicator with strong relationship building skills Excellently organised with the ability to meet tight deadlines Fantastic analytical skills with the ability to process large amounts of data Ability to work effectively individually and within a team IT skills (Microsoft office) and knowledge of relevant legislation and procedures This role will pay a highly competitive salary, a range of benefits, and would be a fantastic opportunity to join a market leading company in a pivotal business role. If you feel that you meet the requirements set out above, please apply now, or call for an informal discussion. Closing Date: Please note that we will accept applications up to the closing date, however all suitable candidates will be submitted as soon as received, and the client reserves the right to appoint before the closing date. If you have the skills and experience stated, please apply NOW Disclaimer: Cathedral Appointments Limited acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. By applying for this job, you accept our Privacy Policy which can be found on our website. Please be advised that if unsuccessful for this role we may hold your details on our database for 6 months, during which time you may be contacted for other suitable vacancies. If you do not want us to do this, please contact us.