Financial Planning Consultant

We are currently recruiting a Financial Planning Consultant for our prestigious client based in South Worcestershire.

Reporting into the Managing Director the role of the Financial Planning Consultant is to provide financial planning advice to clients and prospects of the firm in accordance with the Processes and Procedures of the business and in adherence to the regulations as set out by the Financial Conduct Authority (FCA).

Chartered or Certified Financial Planner qualifications are preferable and the firm actively encourages ALL personnel to achieve this.

The position is full time, based in South Worcestershire and travel is reasonably required according to the needs of the business.

Key Responsibilities:-

Responsible for an annual revenue target in order to validate your role/headcount and to ensure that the role is commercially viable for the firm. The revenue target is reviewed on an annual basis.

- Building & Developing Client Services

(i) Demonstrate creativity

(ii) Meet client expectations in accordance with the firm's terms of engagement

(iii) Meet agreed client service objectives within timescales and budgets

- Planning & Control

(i) Manage the client review process and ensure that all clients are met and serviced in accordance with the services schedule as set out in their terms of engagement

(ii) Report directly, and in a timely manner, to allocated office Manager and to Managing Director

(iii) Effectively build, control and manage a portfolio of clients within the parameters as set by the Managing Director and Senior Management

- Solving Technical Problems and Technical Excellence

(i) Conduct technical, product and client research

(ii) Communicate technical solutions to internal & external clients

- Understanding Clients' Needs

(i) Ensure that all advice is based upon an understanding of clients' aspirations, attitudes and objectives, all of which are to be recorded (and updated) on the firm's Client Confidential Questionnaire (CCQ)

(ii) Ensure an understanding of each client's understanding of, and attitude to, investment risk, using the appointed risk profiling questionnaire and 'soft' questioning skills

(iii) Seek to obtain referrals & introductions from internal sources & external clients

- Managing for Profit

(i) Ensure that all client work is completed within the compliance framework

(ii) Make balanced & timely decisions

(iii) Ensure that work is undertaken on a commercial basis

(iv) Achieve and exceed annual revenue targets

- Training & Development

(i) Work towards developing services that anticipate client needs as a result of market or legislative changes

(ii) Take personal responsibility and ownership of own T&C scheme

(iii) Be prepared to extend knowledge and skills through professional qualifications in accordance with the minimum standards as set out by the firm and the regulator

- Managing & developing client, team, internal & external relationships

(i) Develop sustainable client relationships

(ii) Be a positive team member who seeks out and initiates new client relationships

(iii) Take on new challenges

(iv) Work with team members to ensure Financial Planning is effectively represented within the office

- Networking, Marketing & Business Development

(i) Identify new business opportunities

(ii) Produce & undertake one to one or group presentations

(iii) Identify opportunities for all the firm's services by working closely with Strategic Sector Groups

(SSG's) including Private Clients, Not for Profit and Professional Practices

If you are an experienced financial planner looking to work in a very progressive and well established business that really values its staff then this is the role for you.