Financial Planner

We are currently recruiting for a multi-award winning firm of financial advisers based in Farnborough who are looking to recruit a Financial Adviser. This role will be a telephone adviser based role with flexible home working.

The company's vision

Our vision is to be one of the leading financial advisory businesses in the UK with compelling propositions, clear routes to market and efficient delivery in a regulated world. Our brand essence is illuminating – we educate our clients, bring clarity to their finances and brighten their futures.

Summary

• To provide profitable, effective and compliant Pension Liability Advice to members of Defined Benefit Salary schemes.
• To provide profitable, effective and compliant whole of market financial planning advice and ongoing servicing to new pension transfer clients and the legacy client bank.
• To identify and develop new business opportunities from new Pension Liability Members, existing clients, introducers, referrals and achieving agreed revenue targets
• To conduct in accordance with the FCA’s Statement of Principles and Code of Practice for Approved Persons.
• To promote and provide a comprehensive and compliant service to existing clients within the activities as defined and authorised by the company.
• To act and deliver in accordance with the TCF principles at all times.

Job Purpose:

• To provide cost efficient, effective and compliant whole of market/focused financial planning advice to Pension Liability members, the legacy client bank and new clients.
• To identify and develop new business opportunities from existing clients, introducers and referrals to achieve agreed activity targets.
• To conduct yourself accordance with the FCA’s Statement of Principles and Code of Practice for Approved Persons
• To promote and provide a comprehensive and compliant service to new and existing clients within the activities as defined and authorised by the company.

Knowledge:

•  Pension Transfer Experience
•  Technical and Product Knowledge
•  Sound Operating Knowledge of IT Systems and Packages

Experience:

• Research, analysis and interpretation, file preparation and report writing.
• Strong written and verbal communication skill.
• Ability to work largely unsupervised, but to contribute and participate in team goals/objectives.
• Regulated sales experience.
• Client management experience.
• Experienced in working with professional introducers.
• Experience of providing advice via telephone.

Qualifications:

• Achievement of Diploma Level 4 Minimum – Essential.
• Working toward Level 6 – Desired.