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Financial Planner
3 months ago
We are looking for a Financial Planner to join our growing team. This individual will identify and provide financial planning advice to clients and maintain profitable long terms relationships with those clients in order to achieve their goals and aspirations.
The ideal candidate will work remotely and be based in the Devon area, with the ability to travel frequently.
Key Accountabilities Include
- Responsible for identifying and engaging suitable clients, in part through developing a network of connections leading to client recruitment. Setting client expectations in line with the Radiant Financial Planning model.
- Proactively provide on-going advice to clients (both self-sourced and those provided by internal and external Business Partnering) at regular agreed intervals, taking account of changes in their personal circumstances and the regulatory and legislative environment
- Working in a team with the para-planners and professional support staff, ensure client instructions are executed in a timely manner and follow Radiant process standards
- On an on-going basis identify and develop new opportunities with existing clients to ensure that the client’s portfolio fits with their requirements and optimizes their investment and to identify any client referrals
- Work alongside the Financial Education Team when required to achieve the best client outcomes
- Proactively engage with professional introducers and support them following Radiant guidance
- Liaise with other professionals who support clients in the management of their affairs
- Responsible for remaining competent and up-to-date on legislation as an adviser through qualifications, attendance at conferences, and training
- Maintain all aspects of CPD/IDD requirement.
Person Specification
Experience
- Demonstrable success in delivering quality client service.
- Experience in working within a financial planning environment, preferably fee-based.
- At least 3 years financial planning experience
Qualifications
- Ideally University qualified or equivalent industry experience
- Appropriate FCA qualifications - AQA level 4 or SCQF 8
Skills / Personal Attributes
- Honesty and integrity
- Sound technical advising knowledge to current legislative, industry, products, and corporate standards.
- Excellent communication skills both written and verbal.
- Good planning and organizational skills
- Dynamic and enthusiastic
- Sound problem-solving skills, taking a client-focused approach
- Highly motivated, especially with regards to personal and professional development
- Good interpersonal skills and relationship building
- Computer literacy
- Methodological approach to work
What’s in it for you?
- 28 days holiday, plus bank holidays
- Flexible hybrid working
- Birthday day off
- Income protection for up to 5 years
- MediCash online discounts and cashback plus 24-hour access to a GP
- 4x salary death in service
- 5% matched pension contributions
- Access to the Radiant Academy (to support future career aspirations).
- Competitive bonus scheme
