Financial Planner

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


Schedule:

• Monday to Friday


Supplemental pay types:

• Bonus scheme


• Commission pay


• Performance bonus


• Yearly bonus