Financial Planner

Dawn Consulting Ltd
05 Apr 2018
13 May 2018
Contract Type
Full Time
Financial Planner. Salary: £50-65,000 plus generous benefits package (including 24 days’ holiday + bank holidays + excellent company pension + study support as required etc.).

THE COMPANY: Brook-Dobson Brear are a successful and expanding Financial Planning firm, established in 2006 and operating from contemporary offices in Harrogate, Yorkshire (HG2). They work as Personal Finance Directors for high net worth clients, predominantly senior executives and business owners, helping them live truly successful lives through the delivery of life changing financial planning.

THE ROLE: This is a rare opportunity for an experienced Financial Planner (Financial Advisor, Financial Adviser, IFA) to join one of the leading Financial Planning firms in the UK. Working alongside the company Directors you will have shared responsibility for providing advice to over 100 client families. There is no requirement for generating new clients as there is a separate sales function and the majority of clients approach the firm via referral. You will have the support of an administrative team, enabling you to dedicate 100% of your time to planning with clients, creating and managing their financial strategies and delivering regulated advice.

Financial Planner (Financial Advisor, Financial Adviser, IFA), SKILLS AND EXPERIENCE REQUIRED:
You will be an experienced Financial Planner (Financial Advisor, Financial Adviser, IFA), qualified to at least Level 4 (Diploma PFS) and either a CFP professional (Certified Financial Planner) or Chartered (or working towards Chartership, support will be provided by the company is required). Demonstrating a high level of technical knowledge, you should be experienced in providing holistic, whole of market advice to HNW individuals. You will have interpersonal skills of the highest standard, have a collaborative approach and demonstrate a commitment to providing life-changing advice.

Financial Planner (Financial Advisor, Financial Adviser, IFA), SUMMARY OF REQUIREMENTS:
 * Minimum 5 years’ experience in similar role (Financial Planner, Paraplanner, Financial Analyst, Financial Advisor, Financial Adviser, IFA).
 * Diploma in Financial Planning (Dip PFS).
 * Preferably CFP or Chartered or working towards becoming Chartered (support with this will be provided).
 * Experience of working with genuinely high net worth clients with complex financial planning needs.
 * Knowledge of all areas of financial planning – investment, pensions, protection, estate planning etc.
 * Experience of cashflow modelling and presenting live to clients.
 * Articulate, numerate, analytical with communication skills of the highest standards, both written and verbal.
 * Crafting and documenting financial plans and regulatory advice.
 * Preferably experience of mentoring trainees
 * Comfortable and confident in front of company executives and demanding entrepreneurs
 * A collaborative team player and an exceptional relationship builder

Dawn O’Shea is recruiting the Financial Planner (Financial Advisor, Financial Adviser, IFA) directly on behalf of Brook-Dobson Brear so NO AGENCIES PLEASE. If you are successful in being short-listed you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail

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