Financial Planner
Future plc
Financial Planner
£73500
Future plc, Kingsmead, Bath and North East Somerset
- Full time
- Permanent
- Remote working
Posted 2 weeks ago, 16 May | Get your application in now before you miss out!
Closing date: Closing date not specified
job Ref: 09160fbbdf274f12b200b55bf613bc63
Full Job Description
The Financial Planner will provide comprehensive financial advice and support to clients, ensuring a seamless client experience throughout the advisory process.
· Offer expert financial advice and guidance to clients, addressing their unique financial needs and goals.
· Serve as the primary point of contact for clients, managing inquiries, meetings, and correspondence with professionalism and efficiency.
· Utilise CRM systems to maintain accurate client records and documentation, ensuring compliance with regulatory standards.
· Collaborate with the Client Service Manager and team members to coordinate client meetings and communications effectively.
· Stay informed about industry regulations and changes in financial services, maintaining compliance with relevant standards.
· Contribute to the overall success and growth of the practice through active participation in team meetings and business development activities.
· Perform any additional duties as required to support the business and meet client needs.
Travel for client meetings and occasional travel to other Future Wealth Management and SJP locations.
· Previous experience in financial services or a related field. (desirable)
· Familiarity with relevant industry regulations and legislation.
· Proficiency in using CRM systems for client management.
· GCSE (or equivalent) qualifications in Maths and English (level 4 or above).
· Relevant industry qualifications Level 4 (desirable).
· Excellent interpersonal and communication skills, with the ability to build rapport and trust with clients.
· Strong written communication skills.
· Proficiency in Microsoft Office applications.
· Effective organisational skills and attention to detail.
· Ability to manage time effectively and multitask in a fast-paced environment.
· Resilience and adaptability in managing conflicting demands and challenges.
· Positive attitude and professional demeanor.
· Ability to work collaboratively as part of a team and independently.
· Openness to change and proactive problem-solving approach.
Skills and Behaviors:
· Excellent interpersonal and communication skills, with the ability to build rapport and trust with clients.
· Strong written communication skills.
· Proficiency in Microsoft Office applications.
· Effective organizational skills and attention to detail.
· Ability to manage time effectively and multitask in a fast-paced environment.
· Resilience and adaptability in managing conflicting demands and challenges.
· Positive attitude and professional demeanor.
· Ability to work collaboratively as part of a team and independently.
· Openness to change and proactive problem-solving approach.
· Quality Focus: Ensures the quality and timeliness of work with minimal supervision.
· Teamwork: Promotes cooperation and commitment within the team to achieve goals.
· Embracing Change: Responds positively to change, adapting to new practices and values.
· Developing Self and Others: Demonstrates a commitment to continuous learning and improvement.
· Communicating Effectively: Conveys ideas and information clearly and effectively.
· Planning and Organizing: Manages time, priorities, and resources efficiently to achieve goals.
· Client Care: Ensures a first-class client experience through excellent service and support.
- Company events
- Company pension
- Employee discount
- Employee mentoring programme
- Life insurance
- Private medical insurance
- Sick pay
- Work from home
- Monday to Friday
- Bonus scheme
- Commission pay
- Performance bonus
- Yearly bonus
Schedule:
Supplemental pay types: