vacancy

Chartered Financial Planner (593)

Ref: 593

We are recruiting a Chartered Financial Planner to join a renowned, distinguished accountancy firm on a full-time, permanent basis. Based in a beautiful location in Weston Super Mare, you will work to deliver excellent Financial Planning advice to all of the firm’s clients. You should possess a Level 4 CII Diploma in Financial Planning, a Level 6 CII advanced Financial Planning Diploma and a CII Chartered Financial Planner qualification.

What will you be doing as a Chartered Financial Planner?

  • Delivering client focused, professional financial planning advice to both new and pre-existing clients.
  • Helping to develop the business via internal introducers.
  • Communicating with clients, defining their objectives and agreeing project fees.
  • Researching existing arrangements and investigating alternative solutions in order to achieve client requirements.
  • Keeping updated with all relevant product, legislative and technical changes.

Skills/Qualifications of a Chartered Financial Planner :

  • You should have a Level 4 CII Diploma in Financial Planning, a Level 6 CII Advanced Diploma in Financial Planning and a CII Chartered Financial Planner qualification.
  • You should possess a minimum of 5 years relevant experience gained within a Financial Services team.
  • Suitability report writing and current competent Adviser status are all essential.
  • You should be a numerate individual with strong attention to detail.

The Benefits:

  • Buy and sell holiday
  • Cycle to Work Scheme
  • Annual Salary Review
  • Access to a Rewards and Health scheme
  • Death in service 3 x annual salary

 

Recruitment Consultant: Joanne Howell

 

Ref: 8308