Category: Our team news

We’re searching for a Technical Financial Planner

At Clarion, we pride ourselves on providing best-in-class advice and superb client relations. Our Technical Financial Planner will work closely with the Lead Advisor, to ensure all financial planning is organised and delivered in a compliant manner.

We’re looking for a top flight Technical Financial Planner, who can demonstrate:

Key Deliverables and Accountabilities

  • Maintain excellence and accuracy in all our client records.
  • Prepare and follow up thoroughly on client meetings.
  • High level management of client relationships.
  • Sense check all client financial plans on an ongoing basis.

Client focus

  • Superior client service, with excellent meeting minutes, follow-ups and recommendations.
  • Meticulous attention to detail: you’ll make it your business to keep our client records impeccable.
  • A knack of marrying up technical advice with compliant recommendations, in client-friendly language.
  • Excellent communication skills, both verbal and written.
  • Empathy: you’ll have a passion for the details yet always keep an understanding of the bigger picture that is made up of your clients’ circumstances and pressures.
  • Development of client financial plans constantly, to ensure they deliver the best return.

Compliance

  • Demonstrate aptitude in delivering sound advice to high net worth clients.
  • Constantly seek and plan for growth: for your clients and for yourself!
  • Ensure that your solid technical product knowledge is always adherent to compliance guidelines.

Our full job specification can be viewed below:

Culture, Values & Attitude

  • Excellent alignment with Clarion values and culture. Considered and recognised alignment with Clarion’s vision and goals for the future – Essential.
  • Genuine desire for a long-term career as part of a happy and motivated team, delivering fantastic service to clients – Essential.
  • Believes that life is short and subscribes to the FARM definition of what makes a career great: Fun, Achievement, Recognition, Money – Essential.
  • Wants to work in a (busy and beautiful) ‘non-city centre’ office location – Essential.

Knowledge

  • Microsoft Word, Excel and electronic diary management skills – Essential.
  • Advanced Excel skills – Essential.
  • Superb technical knowledge of financial services products – Essential.
  • Working knowledge of cashflow modelling tools – Essential.
  • Be/ become a true expert in use of our chosen financial planning tools and software – Essential.

Skills

MISKIS – Make it Simple, Keep it Simple.
  • Strong interpersonal skills, to develop and maintain the confidence of your clients – Essential.
  • Excellent verbal and written communication, with top notch spelling, punctuation and grammar – Essential.
  • Solutions orientated: imaginative solutions to clients’ problems – Essential.
  • Highly organised, methodical, analytical and disciplined – Essential.
  • Shows initiative and takes personal responsibility for completing tasks – Essential.
  • Able to work within defined business processes – Essential.
  • Adopts a positive attitude, willing to assist others when busy – Essential.
  • Able to work under pressure on occasions to achieve deadlines – Essential.
  • Meticulous attention to detail – Essential.
  • Ability to achieve outcomes without supervision – Essential.
  • Demonstrable track record of delivering great service – Essential.
  • Prioritise and plan own workload – Essential.

Experience

  • At least 2 years’ experience in a CF30 role – Desirable.
  • At least 2 years’ experience as a Paraplanner – Desirable.
  • At least 3 years working within a financial planning environment – Essential.

Qualifications

  • Achieving, or close to achieving, Chartered or CFP status – Essential.
  • Relevant qualification above Chartered or Certified – Desirable.

 

Could you be the Technical Financial Planner we’re looking for? Send your application, including a full CV, directly to Jonnie Whittle.


If you’d like more information about this article, or any other aspect of our true lifelong financial planning, we’d be happy to hear from you. Please call +44 (0)1625 466 360 or email enquiries@clarionwealth.co.uk.

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