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MarshPosted 1 week ago

Financial Planner - London

On-siteLondon, England, United Kingdom

Full TimeSenior LevelEnterprise

Job Summary

Produce advice reports to business and regulatory standards and implement solutions agreed with clients. Work in conjunction with a designated support team to deliver ongoing services to existing clients who pay regular fees. Operate within agreed budgets and working practices to achieve growth via generating new business while maintaining high standards of client care. Demonstrate competence in all stages of the advisory process by complying with the FCA's Statements of Principles and the firm's documented performance measures. Maintain competence by constantly reviewing training needs in conjunction with your Supervisor and ensuring an up to date Statement of Professional Standing (SPS).

Required Qualifications

  • Attained and current Statement of Professional Standing (SPS) from CII
  • A good level of relevant industry experience
  • Excellent interpersonal and communication skills
  • Comprehensive industry and technical knowledge
  • Able to work in a structured, efficient manner, using support staff where necessary
  • All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week

Desired Qualifications

  • Ideally Chartered
  • Qualified to Chartered Status with CII
  • Pension Transfer Specialist qualified
  • Knowledge of Intelliflo

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