Financial Planner

Company InformationContractor Wealth is an established wealth planning practice dedicated to providing tailored financial advice to professionals in the contracting and freelance community on a number of areas such as:

• Life insurance / protection,
• Investment advice,
• Pensions and retirement planning,
• Health and long-term care,
• Estate planning

Contractor Wealth is part of the OneDome Group; OneDome is an award-winning next generation property marketplace and a market disruptor enabling home movers to conduct an end-to-end property transaction via a single interface. The OneDome platform makes transactions faster, more assured and allows customers to have greater control over their transactions.Roles and Responsibilities

As a Financial Consultant you will ideally have some experience of working within a regulated Financial Services environment, liaising with clients and working within agreed timescales to achieve targets and positive client outcomes. You should be able to offer a high level of client care and demonstrate excellent communication skills.

You should also be able to work individually and as part of a team to build strong relationships between all stakeholders.

Role responsibilities include:

• Contacting clients and booking meetings for in-depth reviews of clients’ financial circumstances, current provisions and future aims
• Analysing information and liaising with a Paraplanner / administrator to prepare recommendations best suited to individual clients' requirements
• Researching an approved panel of product providers and providing clients with information on new and existing products and services
• Designing financial strategies
• Keeping up to date with financial products and legislation
• Reviewing Financial Reports generated by a supporting Paraplanner
• Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
• Developing a client bank and maximising opportunities ensuring profitable relationships are built
• Ensuring technical knowledge is maintained and that CPD records are filed in accordance with compliance rules and procedures
• Following a pre-defined review process for clients to ensure that service is delivered in line with the agreed fee / retainer / service level
• Ensuring that internal systems are used effectively and accurately, and that client detail is recorded and kept up to date
• Telephony based role – minimal face-to-face interaction with clients

Qualifications, Skills, and Requirements

• Diploma Level 4 qualification or equivalent
• A comprehensive knowledge of Pension and Investment products is essential
• Excellent working knowledge of Pensions and Pension Transfers
• Good working knowledge of CGT and Income Tax calculations
• Ability to work in a compliant manner within regulatory framework
• Strong track record of achieving targets and a desire to meet future targets
• Ability to maximise on leads provided by the business by converting large numbers into advocates in order to produce organic leads from existing clients
• Excellent telephone manner and good written communication skills essential

What can you expect to receive in return?

• Competitive salary – Starting at c£35,000+ (dependent on experience) plus bonus
• Hybrid working – the role will typically involve working in the office 1 day a week with ad hoc visited as required. The remainder of the week will be remote / home working.
• Income protection and life insurance benefits
• Biennial eye test
• Salary sacrifice scheme; Cycle2Work and Pension