Junior Financial Planner

The Company: An extremely ambitious, Chartered IFA firm with multiple sites across Yorkshire are now looking to add a Junior Financial Planner to cover a South Yorkshire patch. The need to hire is focused on the initial inheritance, and subsequent servicing of a private wealth focused client bank (circa £17m AUM) with a focus on building new business opportunities around that.Location: South YorkshireWorking Setup: Home-based - Hybrid/FlexiblePackage: £40k base + bonus (OTE £60k+) and full company benefitsKey Benefits: Flexi-benefits including Pension, PMI, DIS, CI Cover and flexible mat/pat leaveHolidays: 25 days holiday + statsThe Role: To deliver quality financial planning and wealth management to existing private wealth clients, whilst developing new business via warm, in-house lead opportunities. Duties include:Qualifying new leads that are received by the business through various sources.Providing a holistic financial planning service to all clients who fall within our target market.Ensuring that the client file including Fact Find, Adviser meeting notes and associated documents are fully and comprehensively complete.Working collaboratively with support staff to ensure work in progress is completed within the specified timescales and is wholly accurate, guaranteeing clients always receive a high standard of advice and care.Providing support and training to educate and guide other staff members.To assist with company, focus group projects, providing technical expertise ..... full job details .....