We are currently recruiting for a boutique Financial Planning practice in Thames Ditton who are looking to recruit a Junior Financial Planner.

They are a small firm offering independent financial advice on mortgages, investments, savings and pension planning with a solid existing client portfolio.

You will have a proven track record of results and be able to demonstrate great communication skills and a good knowledge of the fast moving financial services market.
You will have the following traits:

•  Honest
•  Strong work ethic
•  Primary focus on client outcome
•  Excellent telephone manner
•  Smart and professional appearance
•  Full Dip FA level 4 required
•  Proven track record in quality advice and client work

We they offer:

•  A competitive basic salary of c £40k depending on the candidate
•  Bonus income based on production (amount??)
•  Workplace company pension
•  20 days holiday

Responsibilities

Your tasks will vary but typically you will need to:

• Contact existing clients to carry out full financial reviews and conduct in-depth reviews of clients& financial circumstances, current provision and future aims using the CRM system Finplan
• Analyse information and prepare plans best suited to individual clients& requirements
• Complete risk profiles, factfinds and suitability letters
• Research the marketplace and provide clients with information on new and existing products and services
• Assist clients to make informed decisions
• Review and respond to clients changing needs and financial circumstances
• Promote and sell financial products to meet given or negotiated sales targets
• Keep up to date with financial products and legislation
• Produce financial reports
• Contact clients with news of new financial products or changes to legislation that may affect their savings and investments
• Meet the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.