Chartered Financial Planner Job Description Template
Our company is looking for a Chartered Financial Planner to join our team.
Responsibilities:
- Ensure a current statement of professional standing (SPS) is held at all times;
- Managing and maintaining their service proposition to clients;
- Prepare suitability reports to explain recommendations;
- Undertake other duties and projects as required;
- Engaging clients and building relationships;
- Carry out regular reviews for existing clients;
- Attain and maintain level of competence as required by the firm;
- Delivering client-focused, professional financial advice to new and existing clients;
- Assist clients with the completion of any required paperwork;
- Delivering formal recommendations;
- Complete fact finds and gathers all other information required;
- Develop the business via internal introducers;
- Research existing arrangements and consider other options to achieve client objectives;
- Keep up to date with all relevant product, legislative and technical changes;
- Identifying the most suitable service proposition and making referrals.
Requirements:
- Adaptable team player;
- Effective communicator;
- Meticulous;
- Level 4 Diploma Qualified;
- Pragmatic;
- Self-motivated results-driven with a positive outlook;
- Analytical;
- Strategic;
- Decisive and tenacious;
- Commercially minded;
- Able to manage pressure and changing circumstances;
- Previous experience in an Adviser role;
- A high level of confidence, sales & presentational skills and interpersonal skills are also key.