Financial Planner - Financial Planning

Our progressive and professional financial planning and consultancy business is offering a fantastic opportunity for a high calibre senior adviser with the potential to grow the business, to join an established talented team. You will provide a comprehensive consultancy service to an existing broad portfolio of high value personal and corporate clients, backed by full administration support.

You will be expected to manage client relationships proactively from initial set up meetings to ongoing service issues; building trust and responding quickly to client needs. You should be committed to providing quality advice and solutions through knowledge of UK financial products and services, so clients can manage their affairs in the most effective way.

You will also need to contribute to profitable development of business by assisting in winning new clients, cross-selling additional services and securing recurring work from clients.

Key responsibilities:

Setting up meetings with clients
Finding out about clients' current finances and future plans
Researching financial products
Explaining details of products so that clients can make informed choices
Meeting sales targets
Negotiating with providers of financial products
Keeping detailed records
Producing financial reports

Qualifications and skills:

IFA desirable and FPC qualified
Competent adviser status
Excellent standard of written and verbal communication with ability to liaise with people at all levels
Awareness of industry trends and developments
Excellent client handling skills; ability to establish rapport quickly, creation of trust, management of expectations, delivery and responsiveness
Excellent organisational skills, with ability to prioritise effectively and cope with pressure
High motivation, self starter and flexible

You will be hard pushed to find a better opportunity to further your career within a growing financial planning firm. In return for your talent and contribution we will provide you with reward and recognition that reflect your high performance.

Either email a covering note and CV to careers[at]oldmillgroup[dot]co[dot]uk or post to Group HR, Old Mill, Number One Goldcroft, Yeovil, Somerset, BA21 4DX.

Old Mill is a trading name of Old Mill Accountancy LLP, Old Mill Financial Planning LLP and Old Mill Audit LLP which are Limited Liability Partnerships. Old Mill Audit LLP is registered to carry out audit work in the UK by the Institute of Chartered Accountants in England and Wales. Old Mill Accountancy LLP is regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales. Old Mill Financial Planning LLP is authorised and regulated by the Financial Services Authority. Old Mill Audit LLP is Registered in England Number OC352865, Old Mill Accountancy LLP is Registered in England Number OC320856. Old Mill Financial Planning LLP is registered in England Number OC320853. Registered office The Old Mill, Park Road, Shepton Mallet, Somerset BA4 5BS.