Financial Planner

Department: Johnson Fleming Future Life Planning

An exciting opportunity has arisen to join the lifestyle financial planning division of a leading, workplace pensions and benefits organisation. As a Financial Planner you will be responsible for developing a portfolio of clients – predominantly in the pre and at retirement lifestage. You will provide and present advice of the strongest quality to high quality clients and secure long lasting relationships.

The firm as a whole has an extensive nationwide client bank that has mainly come to the financial planning service through corporate clients and therefore have a long standing relationship with Johnson Fleming. The company has built its business on a reputation for excellent service and long term relationships with its clients so it is essential to share a similar philosophy with a client-centric approach.

The role is to advise new and existing clients. You will be provided with enquiries from our extensive client bank and expected to develop profitable new clients, but with a primary focus on delivering an excellent level of service. Candidates for this position must be at least PFS Diploma level qualified (or equivalent,) hold CF30 or have completed gap fill leading to SPS. You must possess excellent communication and presentation skills with the ability to communicate at all levels. Being approachable and trustworthy with personal values aligned to the culture of the organisation is essential, along with the ability to work to a high level of accuracy. You will need to work well under pressure, meet deadlines and manage your own time effectively.

You’ll be working in our modern head office, based in Bromsgrove as well as extensive travel across to the UK for client visits. We are a flexible employer and home working and flexible working patterns can be accommodated.


Main Tasks:

  • Provide high quality professional advice and act as primary client contact, including attendance at new client meetings
  • Use of CRM System to record client and personal activity and to report accurate management information
  • Work closely with our administration and IT teams to ensure they support sales strategy and future proposition development
  • Maintain FCA regulated status and work diligently with JF FLP T&C regime


Qualifications / Skills:

  • At least PFS Diploma level qualified (or equivalent) and progressing towards Chartered Status (if not already Chartered)
  • Experience in advising clients preferred or a strong track record in a similar financial services role. 
  • Must be experienced in building long-lasting client relationships.
  • Currently holding CF30 or  completed gap fill leading to SPS


Person specification:

  • Honest and trustworthy with a desire to work to the highest standards of compliance
  • Excellent interpersonal and communication skills with the ability to interact effectively with all types of clients and colleagues
  • Well-developed capability to prioritise and manage both yourself and others in order to achieve challenging objectives
  • The ability to identify and take advantage of client opportunities
  • A highly motivated self-starter
  • A good team player
  • Comfortable working at the highest levels in the client market


In return we offer a competitive benefits package that includes:

  • A competitive salary
  • 23 days starting annual holiday allowance
  • Flexible working hours
  • Group Personal Pension Plan
  • Group Life Assurance scheme
  • Group Income Protection scheme
  • Group Private Healthcare scheme
  • Cycle to work scheme
  • Eye care voucher scheme
  • Training and development opportunities
  • Workplace savings and discount voucher scheme

Thank you for your interest in Johnson Fleming and for applying for the Financial Planner position with us.

You will receive an email shortly to confirm your application has been received.

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