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Permanent

Financial Planner

Liverpool
money-bag 65000.00-65000.00 Annual
3108529617
Posted Yesterday

My client has an immediate vacancy for a Financial Planner in Liverpool, (ideally Chartered), to take over an established book of existing clients and qualified new business opportunities.The RoleYou will work in conjunction with a designated support team to produce advice reports to business and regulatory standards and implement solutions agreed with clientsYou will work to agreed budgets and working practices as confirmed by the business and the direct reporting lines, helping our commitment to achieve growth via generating new businessA framework to work to, ensuring that high standards of client care are met by demonstrating competence in all stages of the advisory process, operating at all times in a manner which benefits a certified Person and complying with the FCA''s Statements of Principles and the firm''s documented performance measures/standards and compliance planAn environment that will allow and expect you to demonstrate a commitment to Treating Customers Fairly and deliver good customer outcomesA framework to ensure maintenance of competence by constantly reviewing own training needs and, in conjunction with your Supervisor, addressing those needs in an appropriate and timely manner evidenced by an up to date Statement of Professional Standing (SPS)Processes to help you deliver ongoing services in a timely manner as determined by the business to a number of existing clients who pay regular fees to receive a designated level of serviceWhat you need to ..... full job details .....

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