Financial Planner

Financial Planner
Louth, Full Time, Permanent
Competitive DOE

We are supporting our long-established East Midlands accountancy client in their search for a Financial Planner to grow their existing team.

THE ROLE

The successful Financial Planner will be able to build strong professional connections, day to day responsibilities include:

• Meet with clients to understand objectives, risk attitude, and personal circumstances
• Capture details in file notes and fact finds using third-party software
• Discuss investment opportunities and disclose associated risks for informed decisions
• Tailor strategies to help achieve financial goals with well-researched, compliant recommendations
• Take responsibility for client documentation and maintain high service standards
• Regularly track and review advice
• Stay on target with fee income and keep the team informed

THE CANDIDATE

The ideal Financial Planner will be have strong organisational, administrative, and time management skills and be able to demonstrate the following key skills and experience:

• Excellent communication, interpersonal, presentational, and relationship-building skills; able to raise appropriate client questions.
• Actively listens and explains complex concepts in a client-friendly manner.
• Enthusiastic, willing to assist clients and team members, service-oriented, and results-driven.
• Knowledge of the financial services market, products, technical, and compliance issues.
• Proficient with Microsoft Office suite and Microsoft Teams; experience with Intelliflo, Selectapension, CashCalc, Defaqto, and FE Analytics is a plus.
• Self-disciplined, motivated, capable of working alone or in a team environment as needed.
• Flexible work attitude, prepared to travel, with occasional out-of-hours appointments.
• Holds a Diploma in Regulated Financial Planning by the CII (or equivalent) and a valid Statement of Professional Standing; committed to further professional advancement.

THE BENEFITS

• Flexible hours
• Hybrid working
• Generous holiday entitlement
• Enhanced pension scheme
• Health insurance