Junior Financial Planner - Thames Ditton

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 Mega 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.

• 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

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

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, requirements for disclosure, costs of the services provided and also the advised products.