Financial Planner

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Partnership Recruitment Manager, The Openwork Partnership, Financial ServicesAbout the Firm Kalon Financial Limited is a modern, growing and forward-thinking business with ambitious growth plans. They are a full-service Financial Planning business, offering retirement planning, savings and investments, mortgages, protection products, and a range of insurance services. Their mantra of "enriching lives and futures" stems from their ethos of keeping the clients' financial wellbeing at the heart of everything they do. They are currently looking for a talented Financial Adviser to support with the growth and development of the business.

About the Role The opportunity arises at a key time for the firm's growth plans and you will benefit from immediate access to an existing client bank of active households. Looking after clients across East Anglia, working on a remote, or hybrid basis, this opportunity will suit a pro-active Financial Planner who is able to build lasting relations based on trust. You must be self-motivated and confident to work independently, but will be part of a flourishing team, with dedicated administration support from the local office.

The benefits Salary - £45,000 - £55,000 basic salary (dependent on experience)Uncapped commission, paid at 40% on all new business once 1 x salary validation is reachedPension SchemeCritical illness coverYour responsibilities will include : Providing quality advice on pensions, investments, protection and all aspects of financial planning, to a range of active clients across areas such as Ipswich, Bury St Edmunds, Norwich, Colchester and the wider East Anglia region.

You will be responsible for managing client enquiries and the advice process end-to-end.You will benefit from both flexible working options and ongoing training and development.You will be building and nourishing relationships with clients who really value quality service.You will be provided with an existing client bank, leads from existing business streams, organic referrals, and will also be provided with the support to undertake pro-active business development and advertising to generate your own leads.You will be responsible for booking appointments, fact finding, research and recommendation and building outstanding client rapport to generate future business.Deliver outstanding levels of personal and professional integrity, updating knowledge of regulations, practices and financial products.Prepare sound financial plans to ensure clients meet their financial goals and conducting ongoing reviews.Generate new business by developing introducer relationships.What will you need to succeed? This opportunity will suit a pro-active Financial Planner who is able to build lasting relations based on trust. You must be self-motivated and confident to work independently, but will be part of a flourishing team, with dedicated support provided by an award-winning network.

We can consider applications from existing Financial Advisers with all ranges of experience.You will work on an employed basis and will benefit from a market leading proposition and an extremely competitive bonus scheme.You can work on a remote or hybrid basis, working autonomously and flexibly, managing your diary and time to suit your clients' needsYou will need to be based within close proximity to the core client base and will undertake some face-to-face meetings as well as virtual consultations.You will be supported by administration team who will help you to grow your client base and meet your development goals.Kalon Financial is part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees so is somewhat of a democracy. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.

If you are a qualified Financial Adviser, with a minimum of Diploma Level 4, and are interested in this role, please get in touch to discuss further, we would love to hear from you.

Seniority levelSeniority levelAssociateEmployment typeEmployment typeFull-timeJob functionJob functionFinanceReferrals increase your chances of interviewing at Kalon Financial by 2x

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