JOBrep.com
Your personal job search agent

Find a job

what?

where?

    show more options

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


Apply now
(no registration required)

Upload your resume
or
see similar jobs you may like
or
find connections at this company

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



More jobs you may like



New account

Log in


Current country: :: Contact us :: Terms of use :: Privacy policy :: Credits :: Benji Jobs
Jobrep.com international: Jobs in the US :: Jobs in the UK :: Jobs in Canada


Jobs in Argentina
Jobs in Australia
Jobs in Austria
Jobs in Bahrain
Jobs in Belgium
Jobs in Brazil
Jobs in Canada
Jobs in Chile
Jobs in China
Jobs in Colombia
Jobs in Czech Republic
Jobs in Denmark
Jobs in Finland
Jobs in France
Jobs in Germany
Jobs in Greece
Jobs in Honk Kong
Jobs in Hungary
Jobs in India
Jobs in Indonesia
Jobs in Ireland
Jobs in Israel
Jobs in Italy
Jobs in Japan
Jobs in Korea
Jobs in Kuwait
Jobs in Luxembourg
Jobs in Malaysia
Jobs in Mexico
Jobs in Netherlands
Jobs in New Zealand
Jobs in Norway
Jobs in Oman
Jobs in Pakistan
Jobs in Peru
Jobs in Philippines
Jobs in Poland
Jobs in Portugal
Jobs in Quatar
Jobs in Romania
Jobs in Russia
Jobs in Saudi Arabia
Jobs in Singapore
Jobs in South Africa
Jobs in Spain
Jobs in Sweden
Jobs in Switzerland
Jobs in Taiwan
Jobs in Turkey
Jobs in the United Arab Emirates
Jobs in the United Kingdom
Jobs in the United Stated
Jobs in Venezuela