Our client is a very established National IFA practice , who are looking for a Financial planner to join their established team based in Newcastle.

With a starting salary up to £80,000 this provides a rare and exciting opportunity for the right Financial Planner to progress their careers

Description

Delivery of a positive client service experience to ensure appropriate client outcomes, client journey and client communication Speed of response/turnaround time in accordance with service standards set out in procedures and clients kept appropriately appraised at all times.

Processes are executed in compliance with all regulations, as evidenced by file checks, observations and client feedback

Evidence and maintain knowledge of company policies, processes and guidance.
Ensure that client advice and reports are compliant with company processes and regulatory requirements.
Use standard template documentation approved by the company.
Ensure technical knowledge and general industry knowledge is maintained at all times

Profile

Experience as a Financial Planner, ideally as an IFA
Good technical knowledge and understanding of relevant regulations
Experience using Microsoft Word and Excel and Databases
Cash Flow Modelling (preferable but not essential)

Job Offer

Outstanding salary of up to £80,000
Excellent benefits package