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Job description

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Financial Planner (0591)

  • Location:
    Exeter
  • Working Hours:
    Full Time
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We are currently recruiting for a Financial Planner to provide initial and on-going advice to new and existing clients.

About you: 

  • Must be qualified to at least QCF level 4 and hold a valid ‘Statement of Professional Standing’ (SPS)
  • We would expect applicants to have achieved Chartered status or to have progressed substantially towards the qualification
  • Applicants should be efficient, methodical, organised, punctual and comfortable working without support
  • Polite and friendly manner and able to communicate at all levels. Reliable, professional and able to use initiative
  • A keen attention to detail. Able to prioritise workloads and meet deadlines
  • Able to work with and develop Professional Connections in the pursuit of obtaining new business referrals.

What you’ll be doing:

  • Provide initial advice relating to financial matters
  • Provide on-going servicing to clients
  • Liaise with Accountancy Partners within the office to explain the role of FCFP and any new initiatives
  • Maintain Statement of Professional Standing
  • Ensure Continued Professional Development is sufficient based on areas of work
  • Work with allocated Client Liaison Assistant to ensure that administration is completed in a timely and effective manner
  • Coach and develop team to ensure they strive for excellence, addressing any training and development needs; ensuring direct reports have a personal development plan.
  • Encourage and exhibit behaviours within the function that support the values of the business and that create an environment where mutual trust and respect are encouraged.

Why us:

PKF Francis Clark is the place for your career. Our growth offers you the opportunity to expand and develop your career in a direction that interests you. We offer a supportive and flexible working environment, taking your career seriously to enable you to be the best you can be.

What next:

Please click ‘Apply Now’. If you don’t have an up-to-date CV or would prefer to chat to someone before applying, get in touch with Keith Lackie on Keith.Lackie@pkf-francisclark.co.uk.

Everyone will receive a response.

PKF Francis Clark doesn’t discriminate. We’re interested in your skills, your experience, your potential, and nothing else.

We are not accepting agency introductions unless prior approval has been given in writing.


 
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Location
Exeter
Centenary House,, Peninsula Park, Rydon Lane,, Exeter, UK, EX2 7XE
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