Chartered Financial Planner

Our client, a successful wealth management firm, are looking for a Chartered Financial Planner to join the team. You will have a full client bank to inherit.

Role & Responsibilities:

• Operating to the highest standards within a client centric environment, practicing a standardised process for advising clients and maintaining records of advice.
• Provide fully holistic independent whole of market advice to customers.
• Analysis of clients’ circumstances and finances to establish suitable solutions for their differing needs.
• Ensure client outcomes adhere to company Advice Standards and Consumer Duty Policy.
• Providing clients with comprehensive verbal and documented recommendations in line with the company’s best practice.
• Ensure best practice and client outcomes.
• Ensure that records are kept appropriately in line with the company’s record keeping and file quality requirements.
• Ensuring that competence to provide advice is maintained and a programme of CPD is undertaken and documented.

Do you have the following to apply?

• RQF level 4 Diploma in Regulated Financial Planning (or equivalent), ideally studying towards or already achieved Chartered Financial Planner status.
• Minimum of 3 years experience as a Financial Adviser
• Ideally hold SPS Statement of Professional Standing by FCA accredited body

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