Financial Planner

Penrith

Full time | Permanent

A well-respected independent accountancy and business advisory firm operating across the North of England and Scotland is looking to strengthen its Financial Planning team in Penrith.

With a strong values-driven culture and a focus on long term relationships, this company supports clients to achieve financial security and peace of mind while investing heavily in the development and wellbeing of its colleagues.

This is a rare role to join a thriving team and take on a ‘ready made’ client bank with ongoing prolific flow of new business leads to help you continue to grow your portfolio. You will also have the support from a highly skilled administration and paraplanning team.

What’s on offer for the Financial Planner

• Highly competitive basic salary depending on experience and qualification.
• Readymade client bank with strong ongoing business development opportunities and qualified leads.
• Competitive benefits package including health cash plan, life cover and salary sacrifice pension.
• Hybrid working from office in Penrith.
• Introductory commission scheme for client referrals.

Financial Planner Role Accountabilities

• Take over and develop a readymade client bank following a previous adviser departure covering a range of financial topics including pensions and retirement planning, IHT and estate planning advice, investment and savings along with protection as needed.
• You will also support the Head of Advice by servicing part of their existing client portfolio which will add further trail to your portfolio.
• Work closely with clients to understand their objectives and deliver robust tailored financial advice.
• Providing high quality ongoing advice and maintaining long term client relationships.
• Undertaking internal and external business development activity to assist in generation of new client opportunities.
• Building and maintaining strong technical knowledge across financial planning and regulation.
• Working with clients mainly in and around Penrith with occasional travel to surrounding areas e.g. Carlisle and Kendal.

Financial Planner Requirements

• Minimum Level 4 Diploma in Financial Planning.
• Level 6 Advanced Diploma desirable.
• Ideally previous experience in a financial advisory role.
• Strong understanding of FCA regulatory standards.
• Full UK driving licence.
• Excellent communication skills both written and verbal.
• Strong organisation skills with the ability to manage workloads and deadlines.
• High attention to detail and good IT skills.

For a confidential conversation or more information, please apply with your CV or contact Jenny Brophy at Tempest Jones Recruitment directly on jenny@tempestjones.com.