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