Financial Planner

Heat Recruitment
28 Mar 2019
03 May 2019
Contract Type
Full Time

A leading national financial services firm who specialise in providing guidance and education for workplace savings and benefits are looking to add to their successful team. They have a strong reputation and are expanding at an impressive rate currently by offering their clients a top-quality service to allow them to make the best decision for them to improve their financial well-being.

You will be expected to provide a top-class service and grow and develop a loyal client base that you can provide a diverse and tailored service to. There will be leads provided and you will also be given full paraplanning and administrative support and work for a well-known, growing firm.


  • Carry out a comprehensive fact-find, gain a full understanding of the aspirations, needs and investment objectives of the individual.
  • Ascertain the investors attitude towards risk.
  • Produce a comprehensive Investment and pension planning service
  • Producing a detailed planning report detailing relevant fact-find information with a detailed rationale behind the recommendation.
  • Provide comprehensive Pension Income Options advice including; annuities, capped and flexible income drawdown, and phased retirement strategies


  • Understand and explain in generic terms the merits and detractions of all investment types
  • Explain effectively the benefits of discretionary portfolio management against other investment options available
  • Good knowledge of personal taxation in particular, income tax, capital gains tax and inheritance tax
  • Understand and assess suitability of available pension income options including annuities, phased retirement and income drawdown


  • Competent Adviser Status
  • SPS held including specialism in Packaged Products
  • JO5, AF3 or G60 would be advantageous


IFA *Independent Financial Adviser, Independent Financial Advisor, Financial Planner, Wealth Manager, Financial Planning Manager

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