Financial Planner

Job Description

We are on the lookout for an experienced Financial Planner to join our London team. The ideal candidate will excel in providing comprehensive financial advice, managing client portfolios, and recommending investment strategies to meet individual client needs.

Responsibilities

• Assess client financial situations and develop strategic recommendations.
• Prepare and present financial plans to clients, detailing investment strategies.
• Monitor client portfolios regularly to ensure performance meets expectations.
• Address client inquiries and provide timely updates on financial performance.
• Liaise with investment providers to ensure that client needs are met.
• Conduct risk assessments to ensure adequate compliance with financial regulations.
• Participate in professional development and training programmes.
• Maintain accurate records of client interactions and financial advice.
• Enhance relationships with existing clients to drive retention and satisfaction.
• Provide educational resources to clients regarding investment opportunities.

Requirements

Education

• Master's degree in Financial Planning or Business Administration
• Chartered Financial Planner designation is an asset

Experience

• 5+ years of relevant experience in financial services

Technical Skills

• Risk Assessment
• Financial Modelling

Soft Skills

• Problem Solving
• Negotiation

Certifications

• CERTIFIED FINANCIAL PLANNER™ (CFP)
• Regulatory Qualifications such as CeMAP

Languages

• English: Fluent

Advantageous

• Knowledge of Regulatory Standards: Understanding of compliance and regulatory standards within the financial sector.
• Leadership Skills: Experience in leading and mentoring junior financial planners.

Benefits

• Flexible working arrangements
• Employee assistance programme
• Annual leave and paid sick leave
• Opportunities for career advancement

Company Culture

• Innovation-Focused: We encourage innovative thinking and continuous improvement within our processes and services.
• Inclusivity: We celebrate diversity and are committed to creating an inclusive work environment for all.
• Professional Development: We provide resources and opportunities for our employees to pursue their professional development and career growth.