Financial Planner

Posted 21 hours 13 minutes ago by Jobtailor

Permanent
Full Time
Other
Kent, Canterbury, United Kingdom, CT1 1
Job Description

  • Deliver holistic financial planning and wealth management advice to clients

  • Conduct detailed fact-finds and financial reviews

  • Produce tailored recommendations across pensions, investments, protection and tax planning

  • Present financial plans and suitability recommendations to clients

  • Build and maintain long term client relationships

  • Manage and develop a personal client portfolio

  • Identify opportunities for business development, referrals and networking

  • Collaborate with paraplanners and administrators to ensure an excellent client experience

  • Contribute to the ongoing growth and development of the practice

  • Continue professional development towards Chartered status

  • Work closely with experienced planners and support professionals


Requirements

  • Level 4 Diploma in Regulated Financial Planning (or equivalent)

  • Working towards Chartered status or committed to achieving it

  • Minimum three years' experience as a Financial Planner within a financial advice practice

  • Experience delivering holistic financial planning advice

  • Comfortable conducting client meetings both remotely and face to face

  • Proven ability to build strong and lasting client relationships

  • Solid understanding of investment planning

  • Solid understanding of pension and retirement planning

  • Solid understanding of protection planning

  • Solid understanding of estate and inheritance tax planning

  • Solid understanding of financial planning best practice and regulatory requirements

  • Experience in trusts, long term care planning or specialist pension advice would be advantageous


Core Competencies

Demonstrates expertise in delivering holistic financial planning and wealth management advice, with a strong focus on building and maintaining client relationships. Proficient in investment, pension, protection, and tax planning, while adhering to financial planning best practices and regulatory requirements.


Highest-signal resume keywords

  • Level 4 Diploma In Regulated Financial Planning

  • Holistic Financial Planning

  • Client Relationship Management

  • Investment Planning

  • Pension And Retirement Planning


ATS Optimization Keywords
Hard Skills

  • Financial Planning

  • Tax Planning

  • Protection Planning

  • Estate And Inheritance Tax Planning

  • Long Term Care Planning

  • Trusts Management

  • Client Portfolio Management

  • Business Development

  • Financial Reviews

  • Suitability Recommendations


Soft Skills

  • Client Communication

  • Collaboration

  • Networking

  • Relationship Building

  • Professional Development


Certifications & Qualifications

  • Chartered Status


Industry Keywords

  • Financial Advice Practice

  • Regulatory Requirements

  • Best Practices

  • Paraplanning

  • Client Experience