Financial Planner (FES)

Join TrinityBridge FES Team where you will build and develop trusted relationships with all historical and potential clients, servicing an existing client bank of profitable households the maximum number to be agreed by your Practice Director.

Responsible for acquiring new clients, assets and fees with established Financial Planners generating new Financial Planning fees and net flows per annum as agreed with your manager. As well as delivering workplace seminars to potential clients with the aim of generating leads.

RESPONSIBILITIES

• To plan, implement and execute the annual Business Plan in line with your agreed individual targets acquiring new clients growing initial revenues and cumulative AuM.
• To expertly deliver Financial Wellbeing seminars in workplaces to potential new clients.
• Grow the client bank in line with your agreed individual targets through personal prospecting, e.g.; existing clients, referrals, introductions from professionals.
• Develop a collaborative productive relationship with the Business Development team.
• Ensure all periodic client reviews are completed in line with client’s expectations and changing circumstances.
• Remain compliant – measurements include; Business Quality Assurance (BQA) grades, CPD, complaints upheld, maintaining SPS.
• Achieve all Key Performance Indicators (KPIs) measured via a Balanced Business Scorecard (BBS).
• Grow both the total and average ongoing Financial Planning fees across all retained clients.
• Work in partnership with all team members, sharing best practice and developing client acquisition strategies.
• Execute a client centric migration process on an ongoing basis as required.

WE WOULD LOVE TO HEAR FROM YOU IF:

• Diploma or equivalent Level 4 and having or working towards Chartered status.
• Excellent relationship developer through networking, leveraging existing contacts, referrals and incremental business from existing clients.
• Ability to deliver a holistic client financial planning experience.
• Experience in delivering financial wellbeing seminars.
• Highly motivated self-starter and a strong team player.
• Strong Financial Wellbeing skills and knowledge.
• Commercial thinker with strong new business acumen.
• Comfortable working under manageable pressure to achieve KPIs.
• Well organised, excellent administration ensuring deadlines are consistently met.

At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.