Hybrid Chartered Financial Planner

at Attivo

• Job title: Chartered Financial Planner
• Job type: Full Time
• Experience level: Junior
• Salary: £80,000 per year
• Degree requirement: Professional Certificate
• Location requirements: Hybrid, Grangemouth, United Kingdom

About the role

• Chartered Financial Planner delivering high calibre tax and Lifestyle Financial Planning services. Building strong relationships and maximising business opportunities for clients.

Responsibilities

• Conduct in-depth reviews of clients' financial circumstances and future aims, aligning with Lifestyle Financial Planning principles.
• Ensure adherence to compliance procedures to safeguard the company by meeting all regulatory aspects of the role.
• Develop your product, technical and regulatory knowledge to stay up to date with the latest financial regulations.
• Actively seek opportunities for client growth through referrals and self-generation.
• Adhere to AML requirements and deliver suitability reports within prescribed timescales.
• Follow through with clients and providers to ensure business is completed in a timely manner.
• Escalate any breaches or concerns to a Regional Director or Compliance team member promptly.
• Maintain a high standard of file quality.
• Maintain continuous professional development records and comprehensive knowledge of pensions, investments, and estate planning.

Requirements

• Advanced Diploma in Regulated Financial Planning with the CII
• Proven track record of providing high levels of service and advice
• Excellent interpersonal, listening, numerical and IT skills
• Strong analytical and research skills
• Excellent report writing and written/verbal communication skills
• Good organisational, time management, and caseload management skills
• Ability to work on own initiative, sometimes for long time periods
• Professional, ethical and discreet
• Ability to build and maintain ongoing client relationships
• Ability to work well under pressure while maintaining excellent attention to detail.
• Chartered Fellow status with the CII (desirable)
• Pension Transfer Specialist (desirable)
• Educated to Degree level (desirable)
• Experience of Intelliflo (desirable).

Benefits

• Non-contributory Pension Scheme
• Private Medical Insurance
• Income Protection, Critical Illness
• Death in Service
• Cash Plan
• London Living Allowance for employees within M25
• Excellent Family Friendly policies, including enhanced Maternity and Paternity
• Generous holiday allowance, rising with length of service
• Work from home and flexible working policies
• Subsidised parking
• Excellent culture, promoting employee wellbeing and engagement.