In our world, creating experiences that our clients love is the most important thing. We’re seeking an experienced Financial Planner to join our family business. You will have a passion for ensuring the very best outcomes for a portfolio of our existing individual clients, along with the ability to onboard and support new clients.
You will have experience of Financial Planning and be willing, if not already achieved, to complete your Level 6 & 7 qualifications to become both Chartered and Certified.
You will join our team of Financial Planners and be supported by our internal team and outsourced specialists. This role provides the perfect opportunity to work with both our Individual and Enterprise clients, enabling you to work in all areas of our business and spend time with all members of the boosst team.
It may be that your current role doesn’t stretch your passion for ‘proper’ financial planning or are simply bored as your current role does not offer the challenge you desire…
…or perhaps you’ve seen our new purpose built, environmentally focused lakeside office and would love to work from one of the very best financial planning locations in the UK!! (Once safe to return!)
You, like the rest of the boosst team, will have the opportunity for fully funded personal development, which includes financial rewards for milestones that you achieve.
The role will have you tackling meaningful work and working close to our clients. You will:
- Provide a personal and holistic financial planning service, focused on improving client outcomes and ensuring that all client needs are met to an exceptional standard
- Develop relationships with both our Individual and Enterprise clients, making the best of financial planning accessible to all
- Onboard new clients from existing client referrals, conduct client reviews, make financial planning recommendations and implement solutions
- Delegate tasks effectively to the technical support and client support teams.
- Continue to evolve and fine tune the processes that we have in place to give our clients the ultimate experience.
boosst Financial Planners are all Chartered Financial Planners and/or CFP qualified. Most importantly they, together with the rest of the team, are all committed to providing 1-1 support and mentoring to each other. You will benefit from this support and play a key role in the development of our Paraplanners and Financial Planners as boosst is committed to developing its own talent to serve future generations.
boosst positively encourages personal development, meaning that your qualifications and learning are fully funded, with pre-agreed bonuses and pay rises for exam success.
Most importantly, you will enjoy friendly relationships with our fans (our wonderful clients), such that they will become personal friends making every day a pleasure not a chore.
Working with boosst brings many benefits:
- Competitive salary
- Transparent team bonus scheme
- Free onsite car parking
- Charity day
- Lakeside workplace
- Staff gym
- Access to electric car charging
- Pension (Salary Exchange with boosst contributions and employer NI rebates)
- Valuable Life Assurance for your loved ones
- Private medical insurance
- Optional health screening
- …did we mention our fancy sit/stand desks and Pizza Oven?! 🍕
More about us…
boosst is a vibrant financial planning business which embraces new ideas and strives to make the best use of technology as it evolves. Doing so enables boosst to deliver very different, clearly defined, service levels so as to meet the needs of various client types in a way that delivers outstanding value for our clients.
boosst is a leader in delivering lifestyle financial planning (with full cashflow planning) to positively enhance client journeys. We have no niche markets as we prefer to deliver superb financial planning that improves lives irrespective of the clients business, profession or background.
boosst works with some of our sector’s best consultants, for example Tim Hale at Albion sits on our Investment Committee and his team provide investment research and academic evidence to continually improve our investment philosophy of well structured, risk focused, low cost systematic portfolios. Michelle Hoskin and her team at Standards International work with boosst to continually improve processes and service delivery.
boosst clients and professional connections provide more than sufficient referrals for boosst to achieve its organic growth objectives. We are proud to not use Vouchedfor or similar services. We see this as a real strength as our Financial Planners are focused on providing service to our wonderful clients – not prospecting.
boosst is a CISI Accredited Financial Planning Firm and holds British Standards certifications BS8577 (framework for the provision of financial advice and services) and BS8453 (compliance framework for regulated financial services firms). In addition, our financial planners are certified to ISO22222 (personal financial planning) and we will support you to reach this milestone too. Together with our qualifications, our accreditation and certifications are the gold standard that demonstrate our ongoing investment in people and processes.
In simple terms, the boosst team thrive on client outcomes and stories, if you do too, get in touch and explore whether boosst is right for you.