Financial Planner

Recruiter
The Curve Group
Location
Langford
Posted
11 Jan 2018
Closes
16 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Financial Planner

Permanent

Exeter

Job in brief

JLT's wealth management business is part of JLT Employee Benefits, one of the leading financial services providers in the UK. They pride themselves on offering a high quality, consultative service to all their private clients.

There is now an excellent opportunity for a qualified Financial Planner looking to take the next step in their career. The position is suited to Financial Planners who are passionate about client engagement and who have a natural flair for developing new and existing business.

About the Job and skills required:

  • Promote within the wider group and with other professional connections, identifying opportunities for selling services.

  • Provide financial planning advice to individuals through comprehensive KYC, undertaking a needs analysis and identifying solutions within the principles of best advice and suitability.

  • Provide advice to leads provided by our Pension Decision Service.

  • Must be qualified to Diploma Level

  • Statement of Professional Standing (SPS) from CII must be attained and current

  • Advanced Diploma / Chartered Status AF3 or G60 is highly desirable

Additional Details:

As you would expect from a company like Jardine Lloyd Thompson, we offer highly attractive reward packages. We are aware of how integral our employees are to our progress, so we ensure that everyone shares in that success. Whilst this varies from company to company within Jardine Lloyd Thompson in the UK, typical benefits can include:

  • Employee share schemes
  • Flexible Benefit Scheme (called Choices)
  • Generous holiday entitlement
  • Pension Plan
  • Private healthcare scheme

JLT aims to be an equal opportunities employer and we would like to encourage applications from all the community, irrespective of race, religion, gender, disability, age or sexual orientation.