About this role
Financial Planner based in Hampshire competitive salary with excellent benefits and clients provided
Role & Responsibilities
- Comply with the Training and Competence Scheme
- Management of a portfolio of existing clients, ensuring that planning opportunities are identified and, where appropriate, pursued
- Provide appropriate financial planning advice.
- Be responsible for the delivery of your part in the growth plans for the specific office.
- Continuous development of relationships
- Increase the level of client penetration
- Maintain an up to date technical knowledge of personal tax and financial planning and related matters
- Deal with ad hoc client advisory and planning issues as they arise on the client portfolio
Skills, Knowledge and Experience
- Diploma qualified as a minimum, ideally Certified Financial Planner and Chartered Financial Planner
- Holds substantial financial planning experience
- Team player with excellent communication skills both oral and written
- Adaptable, organised with a commercial approach
- Ability to exercise judgement and work without close supervision
- Ability to proactively manage existing client relationships and to develop new relationships
-
Contract Type
Permanent
-
Specialism
Accountancy & Finance
-
Working pattern
Full Time
-
Job ref
678
-
Expiry date
22 December 2024
Similar jobs
-
Paraplanner - Hampshire
Negotiable
Hampshire
-
Paraplanner Manager
Negotiable
Gloucestershire
-
IFA Administrator
Negotiable
Hertfordshire
-
Management Accountant
£40000 - £50000 per annum
Birmingham, West Midlands
-
Group Accountant
£50000 - £60000 per annum
Burton-On-Trent, Staffordshire
-
Senior Finance Business Partner
£50000 - £60000 per annum
Derby, Derbyshire
Accountancy & Finance
Both focus on numbers, but we understand that Accountancy & Finance are two distinct sectors – each with their own requirements and specialist roles. 
Whether it’s keeping track of cash flow in Accounts or managing assets and liabilities in Finance, we have consultants in each market. They’ll work to secure your perfect role.
Submit your CV