Summary of Role:
As a Lead Planner, your role is pivotal in attracting, onboarding, and retaining clients while demonstrating exceptional client care, outcomes, and the ability to create comprehensive financial life plans. You will oversee and review financial strategies, identifying objectives, issues, opportunities, and solutions. This role includes leading a pod consisting of a Client Service Associate and paraplanner. You are responsible for ensuring each team member is accountable for their performance, supporting their individual development, and managing pod profitability.
You will work closely with colleagues to deliver a profession-leading service, exceeding client expectations using lifestyle financial planning to empower individuals to live the life they desire.
A Client bank will provided for you to service and grow, through generating referrals and word of mouth.
Skills and Knowledge Qualifications and Experience:
- Chartered Financial Planner (or working towards this qualification).
- Experience in the financial services industry.
- A deep understanding of the financial services profession.
- Awareness of compliance and regulatory frameworks.
This is a unique opportunity to be part of a forward-thinking and dynamic financial planning company, where you’ll have the freedom to concentrate on attracting and retaining clients. You’ll have a dedicated Client Service Associate and paraplanner to support you, and full mentoring and training are provided.
If you’re a financial planner who is passionate about delivering comprehensive financial planning and is eager to be a part of something special, we invite you to join our team and help us continue to disrupt the world of financial planning. Your drive and determination will be the key to our success.
If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Financial Planner / IFA / CII / CISI / CAS / SPS / Wealth Management / Financial Adviser / Financial Advisor / Wealth Manager / Pensions / Investments / Financial Consultant / Financial Planning / HNW