Westerham
We are working with an established and ambitious IFA, who are seeking a high calibre Financial Planner to replace a retiring adviser.
Your role will be to continue to provide an exceptional service to around 250 HNW clients following a handover period. You will also be responsible for a small number of estate planning clients.
You will be responsible for understanding clients’ financial needs, creating tailored financial plans, and recommending appropriate financial products. This role requires a deep understanding of financial regulations, investment options, and client management. With a good support team in place, you should have time to focus on delivering an excellent service.
Financial Planning and Advice:
- Create and present tailored financial plans that include savings, investments, insurance, tax strategies, and retirement planning.
- Recommend suitable financial products based on clients’ needs and risk profile.
- Provide clear, comprehensive, and unbiased financial advice in compliance with regulatory requirements.
- Review and revise financial plans in response to life or economic changes.
Qualifications and Experience:
- Level 4 Diploma in Financial Planning or equivalent (e.g., CII Diploma in Regulated Financial Planning, CISI Investment Advice Diploma).
- Minimum of 3-5 years experience in financial planning, advisory, or a related role.
- In-depth knowledge of financial products, including pensions, investments, insurance, tax, and estate planning.
- Strong understanding of FCA regulations and compliance requirements.
- Proven track record of building and maintaining client relationships.
Our client are offering an excellent base salary in line with experience, together with incentives to on-board new clients. You will benefit from a supportive and corroborative environment, and enjoy flexibility to work from home.