Financial Planner Job in Southampton

Financial Planner Job in Southampton. Apply for the latest Southampton jobs in Accounting/Financial/Insurance.

Financial Planner Job in Southampton

Job Description
We are looking for a Financial Planner to join our growing educational team. This individual will drive financial education delivery to a range of corporate clients, working within a collaborative team to deliver best practice level service and identify and co-ordinate advice opportunities across the wider group.

This role is remote working (work from home).

Responsibilities for this Financial Planner are:

Developing, with the director, the strategic vision for the development of the Division.

Implementing and co-ordinating the delivery of the strategic plan.

Delivering the financial education framework to clients

Manage the delivery of Financial Education to clients ensuring engagement that meets the clients' requirements

Coordinate with other departments to deliver best practice level service to clients.

Identify opportunities to introduce to other Financial Planners for additional services, developing cross departmental servicing mechanism.

Keep up to date with industry developments

Develop personal training and competencies, furthering knowledge, experience, and progression within the firm

Be a strong advocate for the Radiant Financial Group and its principles of high-level service

Requirements for this Financial Planner are:

Demonstrable success in delivering quality client service.

Experience in working within a financial planning environment, preferably fee based. 

At least 3 years financial planning experience

Ideally University qualified or equivalent industry experience

Appropriate FCA qualifications – AQA level 4 or SCQF 8

Certified/Chartered Financial Planner

Sound technical advising knowledge to current legislative, industry, products, and corporate standards.

Excellent communication skills both written and verbal.

Good planning and organisational skills

Sound problem solving skills, taking a client focused approach

Good interpersonal skills and relationship building

Computer literacy

Methodological approach to work

Salary/ Benefits of this Financial Planner role:

£40,000 – £50,000 Basic

Commission & Bonuses

Attractive benefits package

An extra day off for your birthday

Shopping discounts

Death in Service

24/7 GP

Due to high amounts of applications if you have not been contacted within 7 days, please consider your application as unsuccessful.

This job has been posted by GCB Agency Recruitment Ltd who is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage

Job Type: Permanent, Full Time
Location: Southampton
Category: Accounting/Financial/Insurance
City: Southampton
County: Hampshire
Country: United Kingdom
Salary: £40000 – £50000/annum
Benefits: