Job Description:

Our client, a well-established financial services firm, is looking for an experienced Financial Planner to join their team on a permanent basis in London.

The successful candidate will assist clients with their financial planning needs, guiding them towards achieving their long-term financial objectives.

Essential Skills/Experience:

• Qualified level 4, potentially working towards level 6, with demonstratable experience as a regulated Financial Planner and high levels of technical knowledge within this field
• Strong, strategic networking skills, with the drive and tenacity to use these to support the further growth of our business
• Exceptional interpersonal and communication skills, demonstrated through your ability to consult and influence successfully with clients and colleagues
• First class IT skills (the suite of Microsoft Office tools)
• Taking a client-centric approach, enthused by the opportunity to deliver good outcomes for clients, evidenced in your approach to both growing and serving your client base in previous positions
• Strong organisational and project management skills, with the ability to effectively multi-task
• The ability to work in a way that is aligned to our four core values of being friendly, partnering, straightforward and confident
• A flexible, innovative approach to developing solutions, working effectively with others
• Good working knowledge of Intelligent Office/Intelliflo desirable

Core Responsibilities:

• Conducting in-depth assessments of clients' financial circumstances, current provisions, and future aims and goals, and completing investment risk analyses
• Proactively driving new business through a combination of delivering webinars/seminars and 1:1 guidance to the employees of our corporate clients
• Analysing information and preparing plans and financial strategies best suited to individual clients' requirements, using cashflow planning tools
• Securing a strong rate of client referrals and developing professional connections within your own network
• Contributing to the evolution and growth of our business and propositions through sharing views, knowledge and expertise with other team members
• Backed by research, providing clients with information on existing and new products and services
• Developing strong relationships to onboard and retain clients
• Working in a way that meets the regulatory aspects of this role, including adherence to our compliance processes and keeping up to date with financial products and legislation

Benefits:

• A highly competitive salary
• Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 16057

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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