Servicing Financial Planner

Financial Planner

Location: Milton Keynes

Salary: £80,000

Contract: Full-time, Permanent

About the Role

An exciting opportunity has arisen for a qualified Financial Planner to join a growing and professional Financial Planning business.

You will act as a trusted adviser to new and existing clients, providing high-quality financial advice and building strong, long-term client relationships.

The role would suit an experienced Financial Planner or Financial Adviser who is passionate about client service, business development and delivering excellent financial planning outcomes.

Key Responsibilities

• Act as a trusted adviser and primary point of contact for clients
• Provide high-quality, tailored financial advice
• Build and maintain long-term client relationships
• Develop professional networks and generate referral opportunities
• Contribute to business growth and revenue
• Manage a varied portfolio of client cases and meet deadlines
• Ensure advice and client work meet regulatory and compliance requirements
• Work collaboratively with colleagues to deliver excellent client outcomes
• Identify opportunities to improve processes and client service
• Support and mentor less experienced team members
• Share knowledge and contribute to a positive team environment
• Introduce clients to relevant wider financial services where appropriate
• Maintain the highest standards of professionalism, conduct and integrity

About You

The successful candidate will have previous experience as a Financial Planner or Financial Adviser and a proven track record of building strong client relationships.

You will ideally have:

• Previous experience in a Financial Planner or Financial Adviser role
• Strong knowledge of the financial planning process and solutions
• Good understanding of regulatory and compliance requirements
• Proven ability to build and maintain client relationships
• Strong communication and interpersonal skills
• Excellent organisation and time management
• Ability to manage multiple client cases and work to deadlines
• Strong commercial awareness
• Excellent problem-solving and decision-making skills
• A proactive and client-focused approach
• Ability to work effectively as part of a team
• Willingness to support and develop less experienced colleagues

Qualifications

• CII Diploma in Regulated Financial Planning (Level 4) or equivalent - essential
• CII Advanced Diploma in Regulated Financial Planning (Level 6) or equivalent - desirable

What's on Offer

• Competitive salary
• Professional and supportive working environment
• Career development and progression opportunities
• Ongoing training and professional development
• Collaborative team culture
• Opportunity to work with a varied client portfolio

Apply Now

If you are a qualified Financial Planner looking for your next career opportunity and are passionate about delivering high-quality financial advice and building lasting client relationships, apply today.