Career Profile
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Chartered Financial Planner
Average Salary: £30k - £75k + Great Benefits
This is a career profile and not an available role. This page helps you understand what is required of you, what skills you might need and what employment package you can expect of this type of role.
We are recruiting a Chartered Financial Planner to join a renowned, distinguished accountancy firm on a full-time, permanent basis. Based in a beautiful location in Weston Super Mare, you will work to deliver excellent Financial Planning advice to all of the firm’s clients. You should possess a Level 4 CII Diploma in Financial Planning, a Level 6 CII advanced Financial Planning Diploma and a CII Chartered Financial Planner qualification.
The Benefits:
- Buy and sell holiday
- Cycle to Work Scheme
- Annual Salary Review
- Access to a Rewards and Health scheme
- Death in service 3 x annual salary
If this type of role is interesting to you, you can register now and input your CV details to be notified when something becomes available.
What will you be doing as a Chartered Financial Planner?
- Delivering client focused, professional financial planning advice to both new and pre-existing clients.
- Helping to develop the business via internal introducers.
- Communicating with clients, defining their objectives and agreeing project fees.
- Researching existing arrangements and investigating alternative solutions in order to achieve client requirements.
- Keeping updated with all relevant product, legislative and technical changes.
Skills/Qualifications of a Chartered Financial Planner :
- You should have a Level 4 CII Diploma in Financial Planning, a Level 6 CII Advanced Diploma in Financial Planning and a CII Chartered Financial Planner qualification.
- You should possess a minimum of 5 years relevant experience gained within a Financial Services team.
- Suitability report writing and current competent Adviser status are all essential.
- You should be a numerate individual with strong attention to detail.
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