Chartered Financial Planner

Attivo Group

17d•Hybrid

About The Position

Attivo is a privately owned lifestyle financial planning company that provides transparent, independent financial advice and ongoing support tailored to clients’ lifestyle needs. The Chartered Financial Planner will deliver high-calibre, long-term tax and lifestyle financial planning services, build lasting client relationships, and ensure client needs are addressed compliantly, efficiently, and professionally. The role includes managing an existing client bank, retaining and growing the client base, identifying new business opportunities, and representing Attivo and the financial planning profession to internal and external stakeholders. The position is intended for someone based in the Grangemouth area or surrounding regions. Attivo supports hybrid working, combining time in the office, working from home, and travel within the local area to meet clients. Candidates must have demonstrable experience delivering high-quality independent advice, hold the CII Advanced Diploma in Regulated Financial Planning, and have previously attained CAS status. The advertised salary is up to £80,000 depending on experience and qualifications, plus a £6,000 car allowance and discretionary bonus. Employment offers are subject to satisfactory pre-employment vetting as outlined by the Financial Conduct Authority.

Requirements

CII Advanced Diploma in Regulated Financial Planning.
Previously attained CAS status.
Proven track record of providing high levels of service and advice, including high-quality independent advice.
Excellent interpersonal, listening, numerical, and IT skills.
Strong analytical and research skills.
Excellent report-writing and written and verbal communication skills.
Good organisational, time-management, and caseload-management skills.
Ability to work on own initiative, sometimes for long periods.
Professional, ethical, and discreet approach.
Ability to build and maintain ongoing client relationships.
Ability to work well under pressure while maintaining excellent attention to detail.
Experienced Chartered Financial Planner with a record of exceptional client service and trusted client relationships.

Nice To Haves

Chartered Fellow status with the CII.
Pension Transfer Specialist experience.
Experience of Intelliflo.

Responsibilities

Conduct in-depth reviews of clients’ financial circumstances and future aims in line with Lifestyle Financial Planning principles.
Follow compliance procedures and meet all regulatory requirements of the role.
Develop product, technical, and regulatory knowledge to stay current with financial regulations.
Seek opportunities to grow client relationships through referrals and self-generation.
Comply with anti-money laundering requirements and deliver suitability reports within prescribed timescales.
Follow up with clients and providers to ensure business is completed promptly.
Promptly escalate breaches or concerns to a Regional Director or Compliance team member.
Maintain a high standard of file quality.
Maintain continuous professional development records and comprehensive knowledge of pensions, investments, and estate planning.
Manage an existing client bank, retain and grow the client base, and identify new business opportunities.
Represent Attivo’s values and behaviours and raise the profile of the business and profession with internal and external stakeholders.