Financial Planner
Witney, Oxfordshire
£35,000 - £50,000 Per Annum
Our client are an innovative and successful IFA business, recruiting for a Financial Planner to join their business and work alongside the Directors and existing team members. This opportunity is for a determined and proactive individual willing to embrace the current company philosophy and being involved in all areas of work. This is an employed position with no client bank required as a pre-requisite and would suit an individual who seeks progression as part of a team and embraces the prospect to be involved in a growing company where they can personally make a difference.
Financial Planner Key Responsibilities:
The day to day workload will involve meeting and dealing with clients, carrying out research and writing client reports. Aspects of research and report-writing can in due course be delegated to support staff. The role requires you to work in collaboration with an existing team and dealing with individual clients from differing backgrounds and with a range of portfolio sizes.
• Holistic long-term financial planning
• Investment advice
• Pensions and pension benefits
• Taxation
• Trusts and Inheritance Tax
There is also the opportunity for the successful candidate to contribute to the client Wealth Management function, which involves research and selection of funds and asset allocation in relation to bespoke discretionary client portfolios, centrally managed portfolios and investments on an advised basis.
Financial Planner Qualifications:
As a minimum, a Financial Planner must hold the CII Diploma in Financial Planning, or equivalent Level 4 Financial Planning qualification.
There would be an expectation that the successful candidate would pursue chartered status with the support structure provided by the company.
Other Necessary Skills:
• Excellent verbal and written communication skills
• Ability to work as part of a team in the delivery of the client service
• Good IT skills, particularly Office suite. Training on requisite systems will be provided.
• Experience across all areas of advice including complex pensions and investments work
• Able to use software packages such as Excel/Word/Outlook
Jackie Kerr Recruitment is an independent agency that has been established for 21 years.
We strive to provide the ultimate consultancy service to all our candidates. Whether you are looking for permanent or temporary work we pride ourselves in understanding our candidate’s requirements to ensure that we place you in your ideal role.
We have recently heavily invested in new Recruitment Software that provides an online portal. Simply visit jackiekerrrecruitment. com to enter your details and you will receive job alerts, hot off the press.
The portal enables you to update your information and CV at any time, so we always have your latest employment details on record.
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