Location: Farnham
Salary: £55,000 – £60,000
Job Type: Full-time | Permanent | Graduate
Financial Planner – based Farnham, Surrey – competitive salary + benefits
Northwood Wealth Management are a growing specialist Financial Planning Consultancy supporting high net worth clients in the South of England.
Due to strong client growth we have a new and exciting opportunity for a qualified Financial Planner to join our existing Financial Planning expert team. CII Diploma Level 4 or equivalent. SPS with current authorisation.
Are you wanting to work with a consultancy practice that focus on client longer term financial goals and planning and can develop your skills through mentorship? We are offering a genuinely career enhancing opportunity that will develop your knowledge in a truly supportive friendly environment.
Northwood Wealth Management is a Life Centred Financial Planning Consultancy that believe that wealth exists to serve our clients – not the other way around. Our role is to ensure that people are empowered to live the life they choose by providing financial focus and independence.
The Role
Rapport – getting to know our clients and asking about their longer term aims prior to planning.
Analysis – asking the right questions then full analysis of clients’ requirements, development of cash flow models and accurate recording of client data.
Solutions – construction of financial planning solutions (investment, retirement, tax and estate planning) supported by the production of models and reports.
Working with our Paraplanning/ Admin teams to create reports that support and help our clients.
Relationship Building – liaison with clients by telephone, letter, email and leading face to face meetings.
Coordination – working with administrative staff to ensure application and provider forms are prepared as required and clients are updated throughout the process.
Our Requirements;
Diploma in Financial Planning
A minimum of 4 years industry experience
Excellent administrative, research, report writing and communication skills
Willingness to learn understand and share our ethos regarding integrity of supporting clients
Excellent analytical skills with a preference for working in a structured, planned manner
Salary & Benefits: Salary: Up to £60,000 + benefits + salary progression ladder. Salary level dependent on qualification and experience level
Hours: Permanent, full time, scope for 1/2 days per week from home. Flexibility around working hours
No agents please
AG/NWM/01
Job Types: Full-time, Permanent, Graduate
Pay: £60,000.00 per year
Benefits:
- Additional leave
- Company events
- Company pension
- Employee mentoring programme
- Flexitime
- Free parking
- On-site parking
Ability to commute/relocate:
- Farnham GU9 7SD: reliably commute or plan to relocate before starting work (required)
Application question(s):
- Our role is office based in Farnham, Surrey so essential that you can commute a minimum of 3 days per week
- Are you legally entitled to work in the UK?
Experience:
- Financial advice: 4 years (required)
Licence/Certification:
- Diploma Level 4 Financial Planning Qualified (required)
Work Location: In person
Job Features
| Job Category | Financial Advisor, Financial Analyst |