Broadstone
Personal Financial Planner
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Broadstone have an exciting opportunity for a Personal Financial Planner to join their team.
Location: National
Who are we?
Broadstone is a thriving consultancy offering a wide range of services in pensions, investments, and employee benefits. Established in 1989, the business has grown from a small team to a workforce of around 850, brought together by a desire to provide a personal, expert service to all who put their faith in us.
Our values are at the heart of everything we do and drive us forward every day. We strive to attract, develop, and retain high quality talent to work together to provide the best possible client outcomes. Our team feel empowered to share ideas to continuously improve our business. The impressive results of both client and staff surveys are a source of great pride.
Broadstone are committed to building an inclusive working environment, valuing diversity, equity and inclusion based on age, background, disability, gender, gender identity, gender expression, race, religion or sexual orientation. Please let us know if you require reasonable adjustments.
We operate out of 13 regional hubs stretching from London to Glasgow.
Personal Financial Planner – The Role:
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An exciting opportunity for an experienced Personal Financial Planner to provide high-quality, client-focused financial planning advice to individuals, helping them to understand their options and make informed decisions about their future.
The successful candidate will support clients across a range of holistic financial planning needs, with a particular focus on pensions, retirement planning, estate planning, investments and protection.
Personal Financial Planner – Key Responsibilities:
- Providing regulated personal financial planning advice to clients, in line with their objectives, circumstances, attitude to risk and capacity for loss.
- Conducting client meetings, both remotely and in person, to gather information, review needs and agree planning priorities.
- Using the financial planning system (Dynamic Planner) to support the advice process, including risk profiling, cashflow modelling, client reviews and planning outputs.
- Working closely with paraplanners, administrators and other colleagues to ensure advice is delivered efficiently and to a high standard.
Personal Financial Planner – You:
- Previous experience as a Financial Planner, Financial Advisor or equivalent client-facing advice role.
- Minimum level 4 qualification in regulated financial planning, with the ability to provide personal financial advice in the UK.
- Strong knowledge in pensions, investment planning, risk profiling, asset allocation, tax-efficient savings and protection planning.
- Confident in communicating with others, both written and verbally.
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Personal Financial Planner – Benefits:
- Competitive salary
- 25 days holiday plus bank holidays (with option of buying more)
- Group Life Assurance
- Income Protection
- Generous pension scheme
- Health cash plan
- Additional optional benefits to best suit your lifestyle
- Social events
- Volunteering opportunities
To submit your application for this exciting Personal Financial Planner opportunity, please click ‘Apply’ now!
If you are interested in this opportunity and wish to have a confidential conversation about the scope and expectations, please contact ewan.wood@broadstone.co.uk.
Broadstone reserves the right to close our vacancies early and will endeavour to respond to all applicants. However, if for any reason you have not heard back within 28 days of applying, please assume that you have been unsuccessful on this occasion.
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