Financial Planner

THE ROLE

Reports to: Head of Client Management

Location: Manchester, 111 Piccadilly, M1 2HY

Hybrid working: circa 60% at home & 40% in the office (working from the office full time during probation)

Hours: Full-time (36.25 pw)

Planned start date: asap

Salary: Band B, £29,000 - £36,000

WHO ARE WE?

We are The Thoughtful Investor. Manchester based, employee owned and focused on gathering assets to do good. We offer values based investments from the perspective of being valued based ourselves.

We are now looking for someone with previous experience within an IFA practice who can demonstrate a strong paraplanning understanding.

Do you want to make a world of difference? Are you looking for a job with purpose?

Do you want to develop your technical expertise whilst staying true to your values?

This isn't just a job; it's about joining a company that it’s serious about its values. You will support the Financial Planning function, thrive as a technical expert and enjoy writing.

To be successful in this role you must have outstanding specialist knowledge of different products and areas of financial planning. You don’t have to be qualified yet, but we’d like someone who wants to complete the L4 qualifications.

Responsibilities:

·        work with a Client Manager/Adviser to ensure the correct client outcome is achieved

·        produce compliant and detailed suitability reports for clients

·        undertaking centralised product research and analysis to support the firm's product governance responsibilities, reporting to the relevant committees, and presenting where appropriate

·        ensuring all client information is recorded on system and any tasks are completed within the appropriate timescale

·        acting as a centre of technical excellence and share expertise with the wider team

·        contacting product providers to clarify information and developing B2B relationships with key providers

To succeed in this role you will:

·        Holds or is working towards a relevant L4 qualification (e.g. Diploma in Financial Planning)

·        Good working knowledge in areas of investment, protection and pensions

·        Display enthusiasm, energy and positivity

·        Have an interest in ESG principles, frameworks, and regulations, particularly as they apply to the financial services industry

·        Excellent writing skills

·        Pride yourself on your organisational skills including managing multiple conflicting priorities

·        Be a superior user of the Microsoft Office suite (Word, Excel, PowerPoint) and have working knowledge of iO

·        Collaborate well with other teams

WHY JOIN US?

We offer a great work environment along with other benefits:

·        Transparent and consistent approach to career development through which you will be able to develop your technical knowledge and interpersonal skills

·        Opportunity to be part of an employee-owned business which values employee involvement and commitment

·        Real Living Wage Employer

·        We are serious about our commitment to Net Zero

·        Required professional membership fees paid for

·        Opportunity to win quarterly CORE Awards

·        Long service awards

·        Our values are foundations of what and how we do things here

·        Contributory pension scheme

·        Up to 30 days of holiday + bank holidays

·        Employee Referral Scheme

·        Wide range of retail discounts

·        Regular social and charity events held in our office

·        Opportunity to join a tax-incentivised shareholder incentive plan ( SIP) and become a shareholder

·        Hybrid and flexible work opportunities

·        NHS Top Up scheme

THE SELECTION PROCESS

Please submit your cover letter along with your most up-to-date CV/link to your LinkedIn profile and tell us why you think you might want to work for us, how your values are aligned with ours, what your plans are for the future and how we can help you get there.

Please note that applications without cover letter will not be considered for this role.

If you have any issues or questions regarding this role, please reach out to Ewelina Niziolek-Wilson, Head of People & Improvement at [email protected]

We are an equal-opportunity employer. We encourage applications from candidates of all backgrounds and experiences. We thank all applicants for their interest, but only those selected for an interview will be contacted.