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Financial Planner - CF30 Registered - Leading Wealth Manager - Up to - London

Company: Radley James Ltd
Pay: £50000.00 Annually, Commission Benefits
Job type: full-time
Category: Accounting

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Job description

Financial Planner - CF30 Registered - Leading Wealth Manager

A growing Wealth and Investment organisation in the City are looking for a very talented CF30 certified Financial Planner/Advisor. You will have the opportunity to earn uncapped commission on top of a very competitive basic salary and benefits.

The ideal candidate will have the sales acumen to be able to build and maintain strong business relationships whilst also providing sound, holistic advice to a variant of affluent clients.

This is a really exciting opportunity for a financial professional to join one of the most exciting, dynamic and personable organisations in Financial Services.

The Role- Provide holistic advice to mass affluent clients who are referred internally.
- Research and implement a centralised investment proposition along with a core satellite approach to investment in order to satisfy a client's individual needs.
- Work with the support team to produce clear, technically accurate, compliant and concise financial planning reports for clients, including high level financial plans based on their entire financial position, suitability reports and regular investment review reports.
- Continually develop and keep updated technical knowledge and professional skills.
- Ability to lead more junior financial planners and assist in their development.
- Deal with a high volume of clients and work to aggressive targets for large rewards.

Desired Experience- A passion for exemplary client care - with demonstrable track record.
- Diploma in Financial Planning (Chartered or Certified Financial Planner) be a registered CF30 adviser with Competent Adviser Status and SPS. Advisers at this firm will be providing pension planning advice, including SIPPS and transfers, and pension income options, so it is preferable that you hold JO5. AF3 or G60.
- An in depth technical knowledge and understanding of all financial planning areas.
- Excellent questioning and listening skills particularly in uncovering client objectives.
- Strong interpersonal skills, with excellent communication (verbal and written) and the ability to build strong, lasting relationships.
- An excellent attention to detail.
- Signed off CAS
- Client handling
- Ability to work largely unsupervised, but to contribute and participate in team goals/objectives. 'sound operating knowledge of IT systems and packages
- Strong research, analysis and interpretation, file preparation and report writing skills
- Strong written and verbal communication skills

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