Financial Planner – Non Targeted

We are an award-winning financial planning firm looking for a Financial Planner.

Please email your CV and covering letter to practicemanager@affluentfp.co.uk

 
 
 

JOB TITLE:

Financial Planner

JOB TYPE:

Full-time

JOB DESCRIPTION:

This is a full-time role for a holistic Financial Planner. Whilst you will be based out of our office in Bridge of Weir there is scope for remote working. The Planner's day-to-day tasks include identifying and assessing clients' financial goals and needs, creating financial plans, recommending appropriate investments and strategies, and providing ongoing financial planning advice and guidance to clients. It is a servicing role, and there are no sales targets.

QUALIFICATIONS:

  • Ideally you will be Chartered, however, support will be given for training and exams

  • Trained in Voyant AdviserGo

  • At least 2-3 years of experience in delivering face-to-face financial planning or wealth management advice

  • Excellent communication, interpersonal and organizational skills, and attention to detail

  • Strong analytical and problem-solving skills

  • Good understanding of investment and tax planning strategies and products

  • Ability to work independently and as part of a team

  • Demonstrated ability to build and maintain strong relationships with clients

  • Professionalism, integrity and confidentiality when dealing with clients and their information.

BENEFITS INCLUDE:

  • Generous salary

  • Company Bonus Scheme

  • Non-contributory Pension

  • Access to company Electric Vehicle Scheme

  • Group Life Assurance Scheme

RecruitmentCarl Melvin