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Radley Recruitment
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Leicester, Leicestershire
Financial Planner (Diploma 4)
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Job Type: Full-time |
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Salary: £45,000 per annum |
Overview
Financial Planner (Diploma 4 Qualified) - Salary c£40,000 - £45,000 plus Attractive Bonus Scheme Benefits Based - Home / Leicester Our Client are a leading Chartered Firm of Financial Planners specialising in Pensions and Investments but providing a full range of investment advice often providing innovative bespoke solutions. They are looking for a qualified and talented financial planner to join their team. Job Responsibilities: Manage a portfolio of existing clients and develop existing business relationships Explore and progress a range of business development initiatives to acquire new clients Providing high-quality financial planning advisory services to prospective clients and existing, well established high net worth clients Specialising in SIPP and SSAS work Develop and agree a business development plan Maintain an up to date technical knowledge in all specialist advice areas Ensure that the firm’s high standards of client care are met Operate within the rules of the FCA and those set out in the firm’s Measures/Standards document Candidate Skills and Responsibilities Required: Diploma in Financial Planning or equivalent with Chartered status desirable or working towards it Minimum of 3 years’ experience of advising high net worth clients As an authorised individual you will be qualified to provide comprehensive financial planning advice and be able to demonstrate a strong involvement in the SIPP and SSAS market-place as well as a sound understanding of discretionary investment management Proven experience of managing your own portfolio of high net worth clients Evidence of acquiring and developing new business In return you will be working with a premier Financial Services Company where you will be supported with your work and relevant training and development. Apply today or contact us for an informal and confidential discussion about this role. Radley Recruitment is dedicated to helping you find your next career move, so if you are looking for a new role, submit your CV to us and we can help you find that perfect job.