Financial Planner - Stoke

Additional Resources Ltd
03 Oct 2017
02 Nov 2017
Contract Type
Full Time
Financial Planner - Stoke Salary: Competitive Salary + Excellent Benefits Key words: Financial Planner, Financial Advisor, Mortgage Advisor The company Our client is a long standing financial planning practice dedicated to helping those approaching or in retirement to achieve, and maintain, their desired lifestyle. Our client has created a business that is distinctly different. One that focuses on comprehensive Financial Planning, with people and not products at its core. The Role They are looking to appoint and experienced Financial Planner, the successful candidate will have a demonstrable track record of success in regulated financial planning, whilst being an excellent relationship manager of clients. Responsibilities include: Service new and existing clients Develop and implement financial plans for individuals, utilising knowledge of tax and investment strategies, securities, insurance and pension plans. Analyse client`s financial status, develop financial plan based on analysis of data, and discuss financial options with client. Prepare and submits documents to implement plan selected by client. Maintain contact with client to revise plan based on modified needs of client or changes in investment market. Requirements Ideal candidate would be a current IFA Previous experience in Financial Planning is essential Have well all round technical knowledge Good working knowledge of compliance requirements Have experience of giving `full` and `ongoing` advice Be able to demonstrate making very `strong` customer relationships Key words: Financial Planner, Financial Advisor, Mortgage Advisor Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
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