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Financial Planning Director

Ref #: 01112
Location: Cheltenham Gloucester Gloucestershire GL1 3AJ
Salary: £60,000 - £70,000 £
Type: Permanent
Financial Planning Director Sheppard Brown 2019-11-21

A very known Wealth Management organisation with 3 office across the UK has appointed Sheppard Brown in the search of an experienced chartered financial planner to move into a financial planning director role.

The Role

  • Provide holistic financial planning advice to both prospective and existing clients.
  • Identifying the most suitable service proposition and making referrals
  • Delivering recommendations
  • Following up new business developement
  • Develop long-term, in-depth relationships with clients
  • Acquire new clients, with proactive planning to maintain and grow these clients
  • Keep up-to-date with new product, technical or legislative changes within the marketplace
  • Comply at all times with the compliance and training and competence procedures of the firm

The Candidate

  • Chartered status or on the road to becoming chartered.
  • A high level of confidence, sales and presentational skills
  • The ability to approach all tasks with a positive attitude, presenting yourself in a professional manner in line with the expectations of the organisation
  • Entreprenerial. Be looking to progress in your career and therefore looking to challenge yourself with growing the new office.
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