Kind Consultancy are working with a well established Wealth Management firm which is currently seeking a Financial Planner to join them in a full-time, permanent role with a hybrid work model based in their Nottingham office, paying circa £45,000 - £55,000 .

The Financial Planner will provide full holistic wealth advice to new private clients and business owners that the succesful candidate will acquire through their own own activities with networking, webinars and events assisted by the inhouse marketing team, with key responsibilities including:

• Ensuring that the firm's clients receive the highest level of financial advice and ongoing service.
• Contributing to the success of the business by further developing the existing client bank, gaining referrals where possible and strengthening client relationships.
• Bringing new clients to the business establishing financial plans for their financial goals and aspirations following the client centric ethos already embedded in the business.
• Maintaining a high profile for both your self and the firm in the local business and professional sectors by way of planned and focused networking.
• Consistently complying with legislative, financial, procedural and quality requirements
• Maintaining a proactive and positive working environment, contributing to pulling the team towards shared goals and targets

Our ideal candidate for the Financial Planner opportunity:

• Must be Diploma qualified to Level 4 and ideally working towards Chartered status
• Has proven experience in a client facing Wealth Management or Financial Planning role
• Demonstrates a consistent ability to develop and forge successful business relationships
• Has a track record of successfully operating within a compliant framework and adhering to corporate and regulatory quality standards.
• Has strong communication and presentation skills with the ability to plan and prioritise workloads.
• Displays consistently outstanding attention to detail
• Possesses a high level of initiative and enthusiasm with the ability to identify opportunities within the wealth management and financial planning arena
• Strong product, market and technical knowledge. IT literate (Excel, Word, PowerPoint etc)

If you're interested in the Financial Planner opportunity, you have the skills, knowledge, experience and qualifications we're looking for and you're based in or can commute to Nottingham, please apply with an updated CV today.