Job description
The role in brief:
An opportunity has arisen to join our Financial Planning team as a Financial Adviser. This is a unique opportunity to work within a firm of Chartered Accountants and business advisers. Our Financial Planning business is ready to grow but requires further capacity to facilitate this. You will work as part of the financial planning team providing an excellent service to clients in accordance with the firm’s values, procedures, prevailing legislation and good professional practice so as to meet or exceed clients’ expectations and needs.
Who we are looking for:
This is an ideal opportunity for either a recently qualified or someone who has some initial experience working as a financial adviser.
You may have commenced your career as a financial adviser but are looking for more support to allow you to develop your skills. There will be the opportunity to take over the management of existing Financial Planning clients whilst developing your own client bank via internal and external referrals.
Your development:
We can provide a study package towards the Chartered or Fellowship qualification, including study leave and mentoring through your qualification journey.
We also provide a complementary range of training opportunities to ensure that you maximise your potential in areas such as becoming a trusted adviser, how to network, presentation skills etc with opportunities for progression within the Financial Planning team or wider practice.
We have quarterly performance review conversations to ensure your development is on track.
We also encourage you to get involved in project work and wider firm initiatives and have your say on how we can progress on our journey towards being the best North West firm of finance professionals.
About PM+M:
We are a vibrant, dynamic and award-winning firm of Chartered Accountants and business advisers, with offices in Blackburn and Bury and a hub in Burnley, covering East Lancashire, Greater Manchester and beyond. Our vision is to be the best North West firm of finance professionals and we want great people to join our team and help us do that.
We are proud of our inclusivity and diversity, encouraging people to be the best they can be and to be involved, no matter their level of experience or role.
We are a member of Praxity, the 7th largest global accountancy association and the largest association of independent firms. Being part of Praxity allows us to have strong international connections and a great source of secondment opportunities.
Joining the PM+M team will help take your career to the next level. You will be joining a values led organisation with a unique culture where you will be encouraged to take ownership of your own development and achieve your career goals.
We understand that we thrive when we help our clients succeed and that is our core purpose. We also understand that, to do that, our people need to succeed and be happy and fulfilled.
Everyone is different and has different hopes and dreams and different personal circumstances at different stages of their lives. Our task is to listen to you, understand what you want to achieve next and then work with you to help you get there. Our working practices are really flexible, based on high degrees of trust and empowerment and can flex to suit your circumstances and needs.
Responsibilities
• You will be a part of our financial planning team providing an excellent financial planning service to a large range of private clients, business owners and corporate clients.
• You will provide us with the additional capacity to grow our Financial Planning business whilst supporting senior advisers and developing your own client bank.
• Preparing accurate and compliant Financial Planning reports with the assistance of a Paraplanner team
• Offering a great ongoing service to Financial Planning clients. You will be there for our clients when they need. You will be proactive in terms of client communications. You will respond to prospective customers on planning-related queries.
• Opportunity to support our business development initiatives such as seminars, presentations and networking. You will be encouraged to drive new business forwards and assist with our business development plans.
• Have the potential opportunity to be involved in project work.
• Assist in the development plans for the company.
• Offer subject matter expertise to fellow Advisers.
• Maintain awareness of the latest legislative changes that may affect planning.
• You will form part of our T&C scheme and will be required to maintain an up to date SPS.
• Have a sound technical knowledge, ability to ensure compliant files and provide holistic financial planning options and advice.
Qualifications
Level 4 Diploma in Financial Planning and working towards CII Chartered status.
Competencies
• Keen to play an active role in a dynamic team and willing to contribute to the success of the team and the firm as a whole
• Passionate about providing great client service with a genuine interest in our clients.
• Great at communicating with people at all levels.
• Positive, emotionally aware and resilient.
• Good at using your initiative, solving problems and working under pressure.
• Motivated and well organised.
• A good networker.
• Have good organisational skills as well as the ability to take initiative and contribute to the effective running of the department.
• Have an appetite to build and develop a client bank with support from the team and practice.
• Comfortable working towards team and personal objectives
Experience
Relevant experience in financial planning
