Accounting/Financial/Insurance

Financial Planner

Full Time Permanent

UK Job Network

Are you an experienced financial adviser with a passion for providing a first-class client experience?

Would you like to take control of your future in a supportive and professional environment?

We offer an exciting proposition to join a growing firm offering excellent opportunities to progress your career and concentrate solely on advising clients.

We are a dynamic, professional financial planning practice seeking motivated and career-oriented financial advisers who want to expand on their previous training, develop their earning potential in a holistic financial planning role.

We embrace technology and offer complete back-office support, including paraplanning and compliance, allowing you to manage your workload and provide an inclusive, holistic planning service.

We have created an environment where the team's attitude is always a "can-do". We are constantly striving to support our advisers and clients with better solutions and positive outcomes.

To provide comprehensive financial advice to a portfolio of clients across investments, pensions and protection

Setting up meetings, conducting in-depth reviews of clients' financial circumstances.
Completing risk analysis, research, designing financial strategies, finding solutions that meet the client needs, assisting clients in making informed decisions.
Keeping up to date with legislation and meeting the regulatory aspects of the role.
Undertake client acquisition by promoting client referral, networking with other professionals and broader new business activities.
Comply with regulatory aspects of the role and company compliance standards and endeavour to promote the interests and reputation of the company and work in its best interestsBenefits

Pension. Holidays: 23 days rising to 25 days over two years. Expenses. Core working hours: 35 hours per week.

Additional Information

Flexible working schedule with remote and office working available; however, the nature of the role requires easy access to the office.

Essential Skills

Level 4 Diploma Qualified CII /LIBF equivalent
CAS Achieved / Hold annual SPS (Statement of Professional Standing)
Full Driving Licence
Experience working within a financial services background
Ability to build upon existing strong client relationships.
Skills in acquiring and bringing on new clientsDesired Skills

Strong communication skills
Attention for detail
Interpersonal and organisational skills
Negotiation and influencing skills
Self-motivated
Comfortable working on your own and as part of a team
Excellent time management skills.
IT competentAbout Company

Polestar Financial Planning is inspired by the Polestar in the night sky, reflecting our desire and aim to guiding light in our clients' financial journey. We want to be recognised for being reliable, stable, and a trusted source of advice from which clients get reassurance about their current position, regardless of where they are on their financial journey.

All clients receive dedicated financial planning, which means that we can provide a high level of personal care, focus and attention to detail.

Our financial advisers are supported by our team of administrators and researchers, freeing up their time to ensure they spend as much time with clients as required. The principal adviser offices are based in Yateley in Hampshire.

We provide exceptional support to their advisers and clients with marketing and lead generation, administration and research support, personal training and development, compliance and IT support.

NO AGENCIES PLEASE

We are using a third party, Recruitment Rebellion, to run and organise the response for this advert. Please do not contact us if you are a recruiter.

Candidates, please do not apply directly to us as there is a chance your application will be missed if it does not go through the right channel.

Keywords: Financial adviser, financial advisor, financial consultant, financial planner, wealth manager, CAS, competent adviser status, CF30, SPS, private client adviser, financial advice, pensions, investment, protection

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Tagged as: Hampshire