Job Title: Financial Planner
Location: Bromsgrove
Salary: £40k – £50k Depending on experience
Job type: Full time, working from Bromsgrove
Radiant Financial Group is a new and fresh consolidator of financial services businesses, bringing together like-minded companies to provide the optimum range of advice and products for our clients. This includes financial advice and tax planning for individuals, as well as the employee benefits, corporate structure and tax arrangements for UK businesses.
We are looking for a Financial Planner to join our growing team. This individual will identify and provide financial planning advice to clients and maintain profitable long terms relationships with those clients in order to achieve their goals and aspirations.
The ideal candidate will be based in Bromsgrove.
Key Accountabilities Include
- Responsible for identifying and engaging suitable clients, in part through developing a network of connections leading to client recruitment. Setting client expectations in line with the Radiant Financial Planning model.
- Proactively provide on-going advice to clients (both self-sourced and those provided by internal and external Business Partnering) at regular agreed intervals, taking account of changes in their personal circumstances and the regulatory and legislative environment
- Working in a team with the para-planners and professional support staff, ensure client instructions are executed in a timely manner and follow Radiant process standards
- On an on-going basis identify and develop new opportunities with existing clients to ensure that the client’s portfolio fits with their requirements and optimises their investment and to identify any client referrals
- Work alongside the Financial Education Team when required to achieve best client outcomes
- Proactively engage with professional introducers and support them following Radiant guidance
- Liaise with other professionals who support clients in the management of their affairs
- Responsible for remaining competent and up to-date on legislation as an adviser through qualifications, attendance at conferences and training
- Maintain all aspects of CPD/IDD requirement.
Person Specification
Experience
- Demonstrable success in delivering quality client service.
- Experience in working within a financial planning environment, preferably fee based.
- At least 3 years financial planning experience
Qualifications
- Ideally University qualified or equivalent industry experience
- Appropriate FCA qualifications – AQA level 4 or SCQF 8
- Certified/Chartered Financial Planner
Skills / Personal Attributes
- Honesty and integrity
- Sound technical advising knowledge to current legislative, industry, products and corporate standards.
- Excellent communication skills both written and verbal.
- Good planning and organisational skills
- Dynamic and enthusiastic
- Sound problem solving skills, taking a client focused approach
- Highly motivated, especially with regards to personal and professional development
- Good interpersonal skills and relationship building
- Computer literacy
- Methodological approach to work
Salary of £40,000 – £50,000 plus competitive commission structure and benefits.
To apply, please note:
You must be eligible to live and work in the UK. Please note that if you do not receive a response within 14 days of submitting your application, please assume you have been unsuccessful, we thank you for your interest.
Please click on the APPLY button to send your CV and Cover Letter for this role.
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