Financial Planner - London
Core
Produce advice reports and implement financial solutions for existing clients and new business opportunities while ensuring regulatory compliance and high standards of client care.
Role type
Financial Planner (Chartered)
Builds
Financial advice reports and client service solutions
Domain
Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
Statement of Professional Standing (SPS) from CII, industry experience, technical knowledge, ability to work in a structured manner
Preferred skills
Chartered Status with CII, Pension Transfer Specialist qualification, knowledge of Intelliflo
Responsibilities
Produce advice reports to business and regulatory standards, implement solutions agreed with clients, work to agreed budgets and working practices, maintain competence through training and review of professional standing, deliver ongoing services to existing clients
Seniority
Mid-level, hands-on IC