理财规划师
Financial Planner
#### 作为财务规划师，你将为客户提供与 Radiant 的客户和投资建议一致的定制金融计划咨询。你负责建立和维持强大的客户关系，识别新的商业机会，并通过优秀的客户结果产生经常性收入。你将在确保客户积极的结果方面发挥关键作用：- 消费者理解 确保信息是合适时刻和客户可以理解的方式提供以做出明智决策。- 价格和价值 提供代表公平价值和满足客户需求的产品和服务。- 产品和服务 确保建议适合，符合目标市场的需求。- 消费者支持 在客户旅程中提供响应性和有效的支持。#####工作要求 - 与当前雇主/角色 CAS 状态。- 作为财务规划师，金融顾问或独立财务顾问 (IFA) 的以前经验。- 强大的关系建设和业务发展技能。- 对各种客户需求提供全面的财务计划咨询能力。- 非常了解 FCA 法规和合规要求。- 良好的沟通和管理客户关系技巧。- 致力于遵守消费者义务原则，并提供积极的客户成果。- 4级毕业证书资格。#####*关键责任 - 与新和现有客户建立和保持牢固的关系，提供根据他们不断发展的需求和目标进行持续财务规划咨询。-通过推，专业联系，网络和内部商业伙伴关系创建新的业务。-与 Paraplanners,管理员和其他专业联系人合作，以提供卓越的客户体验，并确定进一步的计划机会。- 确保所有建议都符合 FCA 规定，公司标准和消费者义务要求。- 通过持续的 CPD,培训和发展来保持专业能力，确保满足所有监管要求。####为什么加入 Radiant? -工作与生活平衡：每周五晚上2:15点早结束，加上灵活的混合动力工作，只需要办公室一天。- 慷慨的假期包：28天年休息加上银行假日，以及你的生日休息。- 财务安全：4倍薪水死亡-i
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#### The Opportunity
As a Financial Planner, you will provide tailored financial planning advice to clients aligned with Radiant's client and investment propositions. You'll be responsible for developing and maintaining strong client relationships, identifying new business opportunities, and generating recurring revenue through excellent client outcomes.
You'll play a key role in ensuring the delivery of positive customer outcomes through:
- Consumer Understanding – Ensuring information is provided at the right time and in a way clients can understand to make informed decisions.
- Price and Value – Delivering products and services that represent fair value and meet client needs.
- Products and Services – Ensuring recommendations are suitable, fit for purpose and aligned to the needs of the target market.
- Consumer Support – Providing responsive and effective support throughout the client journey.
#### Job Requirements
- CAS Status with current employer/role.
- Previous experience as a Financial Planner, Financial Adviser or Independent Financial Adviser (IFA).
- Strong relationship-building and business development skills.
- Ability to deliver holistic financial planning advice across a range of client needs.
- Excellent understanding of FCA regulations and compliance requirements.
- Strong communication and client relationship management skills.
- Committed to Consumer Duty principles and delivering positive client outcomes.
- Level 4 Diploma qualified.
#### Key Responsibilities
- Build and maintain strong relationships with new and existing clients, providing ongoing financial planning advice tailored to their evolving needs and objectives.
- Generate new business through referrals, professional connections, networking and internal business partnerships.
- Work collaboratively with Paraplanners, Administrators and other professional contacts to deliver an exceptional client experience and identify further planning opportunities.
- Ensure all advice is delivered in line with FCA regulations, company standards and Consumer Duty requirements.
- Maintain professional competence through ongoing CPD, training and development, ensuring all regulatory requirements are met.
#### Why Join Radiant?
- Work-life balance: Early finish every Friday at 2:15pm, plus flexible hybrid working, with only one day in the office required.
- Generous holiday package: 28 days annual leave plus bank holidays, and your birthday off.
- Financial security: 4x salary death-in-service cover, up to 5 years' income protection, and 5% employer-matched pension contributions.
- Health & wellbeing: MediCash benefits including 24/7 GP access, mental health support, and retail discounts.
- Professional growth: Ongoing training and career development through the Radiant Academy.
- Friendly team culture: Join a collaborative, approachable team of professionals who value both excellence and support.