Back to search
SRS Partnership are currently recruiting for an experienced Financial Planner to join the existing team of advisors where you will manage a portfolio of long-standing high net worth clients.
The company operate Monday to Friday during standard business hours and ideally, we are looking to offer this on a full-time basis, however part time possibilities can be discussed.
Hybrid working will be considered with an expectation of some office attendance each week.
What We Need from You
· Minimum of 2 years working in a Financial Planner position is required.
· Knowledge of the NHS pension scheme would be an advantage, but not a pre-requisite.
· Excellent technical knowledge of pensions, investments, protection, and experience of cash flow modelling.
· Minimum Level 4 qualification with an interest in pursuing additional qualifications - e.g. Chartered status.
Key Responsibilities
· Manage a portfolio of long-standing clients and develop potential clients from incoming enquiries.
· Identify and understand client needs, and how the business propositions meet these to deliver value for both clients and the company.
· Analyse information gathered, and undertake sufficient research to make suitable recommendations, documented through a Statement of Advice.
· Maintain up to date technical knowledge of investment markets, products and services, financial planning methodologies and tax, key processes, advice guidelines and compliance procedures.
· Via self-assessment and feedback, identify Continuing Professional Development (CPD) needs to maintain and enhance competent status, and undertake appropriate activity to meet those needs (a minimum of 40 hours per annum of CPD is required).
What is it in for you?
· Salary of £45k - £60k depending on experience and qualifications.
· Group Pension Plan.
· Group Life Cover.
· Group Income Protection.
· PMI.
· 34 days annual leave (increasing with length of service).
· Company supported training and development.
Apply now for immediate consideration!!
