Chartered Financial Planner

• Developing and maintaining Client relationships to help maintain business flow and meet agreed targets
  
• Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
  
• Promoting the profile of the business within the profession and wider communities
  
• Providing financial information and advice to Clients, appropriate to their individual needs
  
• Continuous professional development to meet regulatory requirements and personal development needs
  
• Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.
  

• The development and acquisition of new financial advice business to ensure that business targets are met
  
• Some technical aspects of preparing for Client meetings, including financial recommendations and Client presentations
  
• Running and managing Client meetings
  
• Preparation of meeting notes and fact finding documentation
  
• Ensuring that all Client requirements are followed through to the appropriate conclusion
  
• Managing an ongoing review service appropriate to the Client’s needs in line with the business’s proposition offering
  
• Individual workflow and task delivery
  

Requirements

Benefits