Financial Planner (1049)

Ref: 1049

Our client, a reputable and forward-thinking Wealth Management firm, is looking to recruit a Financial Planner to join their team in Truro on a full-time, permanent basis. Your role will be centered around providing initial advice relating to financial matters as well as providing impeccable service to clients. You should be qualified to at least QCF Level 4 and possess a valid ‘Statement of Professional Standing’.

What will you be doing as a Financial Planner?

  • Providing initial advice relating to financial matters.
  • Supplying clients with impeccable service.
  • Collaborating with the allocated Client Liaison Assistant to make sure that all administration is completed in a timely and effective manner.
  • Liaising with partners within the office to explain the role of any new initiatives.
  • Coaching and supporting teams to ensure that their training and development needs are met.
  • Maintaining a Statement of Professional Standing.

Skills/Qualifications of a Financial Planner:

  • You should be qualified to at least QCF Level 4 and hold a valid ‘Statement of Professional Standing’.
  • Ideally, you will have achieved Chartered status or to at least have progressed substantially towards it.
  • You will be efficient, organised and punctual as well as comfortable working independently.
  • You will have strong attention to detail and be able to meet strict deadlines with ease.
  • An ability to work with and develop Professional Connections is essential.

The Benefits:

  • Access to a Company Pension Scheme.
  • Access to a Life Assurance Scheme.
  • Availability of Health Insurance and Eyecare Vouchers.
  • Up to 25 days annual leave + option to buy and sell holiday.
  • Cycle2Work Scheme
  • Christmas Gifts  

Ref: 8824

Recruitment Consultant: Joanne Howell


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