Connecting...

Junior Financial Planner

Job Title: Junior Financial Planner
Contract Type: Permanent
Location: Maidstone, Kent
Industry:
Salary: £30000 - £40000 per annum + Benefits / Bonus
Reference: 10401/001_1517588474
Contact Name: Jane Paton
Contact Email: janepaton@srmrecruitment.com
Job Published: February 02, 2018 16:21

Job Description

Specific Responsibilities

  • Prospect / contact potential clients
  • Analyse information and prepare plans best suited to individual client' requirements
  • Complete risk assessment as appropriate
  • Research the market place and provide clients with information on new and existing products and services
  • Assist in the designing financial strategies
  • Assist clients to make informed decisions
  • Research information from various sources, including providers of financial products
  • Assist in reviewing and responding to clients changing needs and financial circumstances
  • Negotiate with product suppliers for the best possible rates
  • Ensure suitable recommendations are made
  • Ensure that all supporting documentation is maintained

Compliance

  • Comply with the Financial Services and Markets Act 2000, the FCA Statements of Principle and Code of Practice and the relevant FAC rules at all times
  • Comply with the relevant compliance, TCF, T&C, financial crime anti-money laundering, data security, anti-bribery and procedures at all times
  • Ensure relevant CPD is maintained and recorded accurately

You must be a level 4 qualified advisor, a client bank will be provided but some contacts would be an added bonus.