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Financial Planner

Job Description

We are proud to have partnered again with a fantastic firm of Chartered Financial Planners in Exeter who have tasked us with finding a brilliant Financial Planner to join their business. The firm prides itself on offering clients a unique experience. With strong emphasis on providing a complete bespoke wealth management service built on a long-term relationship with clients. This includes professional independent and trusted investment, pension and tax planning advice tailored to a client's individual circumstances.
Key Purpose
As a Financial Planner you will be an experienced individual, responsible for providing independent financial and investment advice to an established and well managed client bank. You will focus on maintaining long term relationships whilst upholding the highest ethical standards. You will follow and develop company procedures and protocols and produce relevant and accurate documentation at each stage of the process.
We're looking for someone with a minimum of 5 years' experience of advising clients in the UK, ideally gained from a smaller firm. You do not have to be Chartered but should be working towards Chartered status. No requirement to bring clients, although not discouraged!
You will be a self-starter and will be expected to demonstrate a high level of independent responsibility.
You will also be expected to undertake further professional training and development as required. This is a key role in which you will work with the directors in shaping the direction of the firm. The role has potential to evolve and grow in line with company expansion.
Responsibilities
The responsibilities of the role will include:
" Provide clients with independent financial and investment advice.
" Conducting in-depth reviews of clients' financial circumstances, current provisions, future aims and attitude to risk.
" Analysing information and preparing plans best suited to the clients' individual requirements.
" Assisting clients to make informed decisions.
" Oversee written reports and technical analysis for clients in accordance with the firm's FCA compliance regime.
" Communication with clients by telephone, letter, email and face-to-face (either at their own home, business or at the Seabrook Clark offices).
" Co-ordinate with the administration and technical teams to manage workload and ensure timely completion of work and meeting of deadlines.
" Keep up to date with financial products and legislation and comply with the FCA regulatory aspects of the role.
" Ensure the office CRM system (Intelligent Office) is kept compliant and up to date.
" Contribute towards maintaining a pleasant work environment, ensuring high levels of organisational effectiveness, communication and client satisfaction.
" Keep directors updated on operational issues.
Skills, Qualifications and Qualities
" Minimum of 5 years relevant experience, including extensive client-facing experience
" Ethical, honest and compliant.
" Demonstrate a commitment towards personal development in terms of skills and obtaining further qualifications.
" Confident, organised and a self-starter with excellent time management.
" Passionate about treating clients like member of the family.
" Excellent interpersonal skills both with clients and staff.
" Attention to detail to ensure accuracy in all aspects of office work.
" Strong IT office skills including Outlook, Word and Excel.
" Familiarity with Intelligent Office an advantage but not essential.
" Strong letter writing skills including grammar and spelling.
" Strong numeracy skills and analytical capability with commercial experience and judgement.
For more information on this fantastic opportunity, with an amazing client who offers a great benefits package along with a highly competitive salary, please contact Ben Worsley.

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