Financial Planner

As a Financial Planner at FPC you’ll have the opportunity to provide a more holistic financial planning solution, with access to a hub of knowledge, built up by the firm’s Partners for over 30 years. In short, it’s not a typical Financial Planner role.

Our approach, together with a diverse and loyal customer base, a talented team and exciting career prospects makes being a Financial Planner at FPC a great opportunity for someone who shares our ethos.

If you’re looking for a Financial Planner role with a difference, then a career at FPC could be for you.

Responsibilities:

  • Analysis – 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 computer models and reports
  • Recommendations – preparation of letters and reports (liaising with administrators), taking full responsibility for the client file and back office IT records throughout the advice process
  • Reviews – preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models
  • Relationship Building – liaison with clients by telephone, letter, email and attending meetings
  • Coordination – working with administrative staff to ensure application and provider forms are prepared as required and clients are updated throughout the process
  • Partners – working with other professional advisers eg. solicitors and accountants to implement an agreed action plan

About You:

You will need:

  • Chartered Financial Planner status (preferred)
  • A minimum of a Diploma in Financial Planning
  • A minimum of 5 years industry experience
  • Excellent administrative, research, report writing and communication skills
  • Excellent analytical skills with a preference for working in a structured, planned manner

Salary & Benefits:

Salary: £35,000 to £45,000 per annum + benefits + salary progression ladder and rewards for exam success

Hours: Permanent, full time, flexible working

Location: Head office – Ainsdale, Southport

 

Think you’ve got what it takes to join the team? Contact:

Bernice Blundell
Partner
Email: bernice@fpc.co.uk

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