Accounting & Finance jobs in Buckhurst HillCreate job alertsPart-time

Salary: £50,000 - £200,000 DOE and portfolio Service Care are delighted to be working with a returning client of ours who, due to expansion, are looking for a Financial Planner to join their team. You will have a transferable book of clients, which you will receive a fee for and continue to service these clients whilst growing your own book either organically or from retiring IFAs. What you will be doing: • Deliver high-quality, holistic financial planning advice to new and existing clients., • Conduct client review meetings and maintain regular contact with clients., • Identify opportunities to improve client outcomes through ongoing financial planning., • Generate new business opportunities through personal relationships, networking and professional connections., • Build relationships with key centres of influence including accountants, solicitors and other professional introducers., • Demonstrate a track record of growing assets under management and recurring revenue through client acquisition and relationship development., • Respond promptly and professionally to client enquiries., • Utilise approved financial planning tools and research systems to support recommendations., • Ensure all advice recommendations meet quality and suitability standards. What you will have: • Diploma in Regulated Financial Planning (Level 4) or equivalent, • Minimum three years' experience providing regulated financial advice., • Proven ability to develop and grow client relationships., • Demonstrable track record of achieving new business and revenue targets., • Experience advising on pensions, investments and retirement planning., • Strong interpersonal and relationship-building skills., • Excellent communication and presentation skills., • Ability to work independently and manage a portfolio of clients effectively., • Well-established professional network with evidence of generating referrals and introductions. In return you will receive: • Base salary £50,000 - £200,000 depending on experience and value of portfolio, • Performance based bonus liked to KPIs, • 25 days holidays + bank holidays, • Additional leave of Christmas, • Pension with 6% employer contribution, • Gorup Life Assurance (4x annual salary) #J-18808-Ljbffr

Reporting: Produce monthly directorate reports to deadline, with commentary on over- and underspends and the year-end forecast. Reporting: Produce monthly directorate reports to deadline, with commentary on over- and underspends and the year-end forecast. DesirableoKnowledge and understanding of the

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