Financial Planner

• 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