Financial Planner (Private Clients)

Our client is a unique international Financial Planning business specialising in Expat International Planning, Wealth & Investments and Pensions & Estate Planning. A brilliant opportunity has arisen for an employed Financial Planner to provide regulated financial planning services to existing/new clients. Working within the adviser network this individual will utilise their previous knowledge and experience to build on existing client relationships, leveraging commercial thinking and best advice for clients. Financial Planning Certificate (FPC) – Chartered Insurance Institute (CII). or Certificate in Financial Advice (CeFA) – Institute of Financial Services. Minimum 2 years previous experience within Financial Services. Strong understanding of investment platforms, DFMs, insurance, pensions & investment structures. Able to explain complex financial information clearly. Strong computer literacy including CRM systems. Strong commercial awareness. Interest in financial markets and portfolio management. Full driving licence. Work with relevant advisers supporting clients relocating to or from the UK. Prepare fully compliant financial recommendations covering pensions, investments and insurance products. Promote company independence, financial planning expertise, and AIT portfolios. Contribute to business growth targets through new client acquisition, cross-selling & client retention strategies. FCA & Regulatory Compliance As an employed adviser operate under company’s FCA permissions complying with the Financial Services and Markets act 2012 and follow the FCA Handbook and Principles for Approved Persons.