Job Title: Financial Planner
Location: Dundee, Dundee, DD1 4QB
salary: Dependent on Experience
Hours of work: FULL TIME
Job Description:
Experienced Financial Planner required to work with our HNW niche market clients.
Job Benefits
- Salary of £45,000 - £60,000 depending on experience and qualifications
- Group Pension Plan
- Group Life Cover
- Group Income Protection
- PMI
- 34 days annual leave (increasing with length of service)
- Company supported training and development
Work Hours
Our office operates Monday to Friday during standard business hours. Ideally we are looking for a full time candidate, however part time possibilities can be discussed.
Hybrid working will be considered with an expectation of some office attendance each week.
Key Tasks
- Manage a portfolio of long standing clients, and also develop potential clients from incoming enquiries
- Identify and understand client needs, and how our business propositions meet these in order to deliver value for both clients and the company
- Analyse information gathered and undertake sufficient research to make suitable recommendations, documented through a Statement of Advice
- Complete all supporting documentation in a timely and accurate manner
- Monitor and enhance performance standards in accordance with those outlined in the Key Performance Indicators section of the Training and Competence Procedures
- Maintain up to date technical knowledge of investment markets, products and services, financial planning methodologies and tax, key processes, advice guidelines and compliance procedures
- Via self assessment and feedback, identify Continuing Professional Development (CPD) needs to maintain and enhance competent status, and undertake appropriate activity to meet those needs. A minimum of 40 hours per annum of CPD is required
Experience Requirements:
Minimum of 2 years working in a Financial Planner position is required.
Knowledge of the NHS pension scheme would be an advantage, but not a pre-requisite.
Excellent technical knowledge of pensions, investments, protection, and experience of cash flow modelling.
Qualifications:
Minimum Level 4 qualification.
Interest in pursuing additional qualifications - e.g. Chartered status
