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

View the original Indeed job posting for the Financial Planner opportunity at Agile HR Consulting in Farnham.