Ovation Finance is looking for an Financial Planner to join their expanding team.
Ovation Finance is an award-winning firm that helps its clients and employees accumulate life, not just wealth. We’re a firm with strong principles and a firm believer in doing the right thing. The best test we use is “Would you advise your Mum to do that?”. We take great joy in the work we do for our clients and take pleasure in seeing them create the lives they want to live.
Who are we and why would you want to join us? We’re a warm and welcoming team who have created a harmonious, approachable and easy-going environment. We trust each other to get the job done which creates a sense of pride and ownership in what we do. We will always do the right thing by our clients and each other. We care about the environment and our social impact on society, which is why we’re extremely proud to be a certified B Corp firm.
OUR STRUCTURE
- We are 70% employee owned, having made the transition in March 2018
- We have 11 team members at Ovation
- We have 3 trustees – 1 independent, 1 non-exec director and 1 employee trustee
THE FINANCIAL PLANNER ROLE
Ovation Finance is looking for a financial planner to join their expanding team. The role will include taking over some existing review clients, but there will be a focus on gathering new business to build your client bank. You will be provided leads that Ovation generate, but there will be a focus on growth and generating new business.
You will have a team to support you, including other advisers, paraplanning services, administrators and a client relationship manager. You will work closely with all members of the team who will assist with the client journey.
You will be involved in the continuous development of Ovation’s advice and investment proposition.
FINANCIAL PLANNER REQUIREMENTS Essential:
- Qualified to level 4 CII Regulated Diploma in Financial Planning
- Started level 6 qualifications and are progressing towards Chartered status
- Have a good understanding of the regulations and requirements in a Financial Advice business
- Bristol based
- Be prepared to network and generate new business
REQUIREMENTS You will ideally:
- Have a minimum of 5 years experience in a Financial Advice business and an understanding of the financial advice process
- Excellent organisational and planning skills, this includes project and time management
- Excellent written and verbal communication and numeracy skills
- Be innovative, creative and proactive
- Enjoy and thrive upon interaction and collaboration with others
- Share our Values of Integrity, There’s More to Life than Money, and not advising anyone to do something you wouldn’t ask your mum to do!
REMUNERATION
- Annual salary – £39-56K plus benefits
- Non-contributory pension scheme (7% of all earnings paid into pension scheme)
- Employee Ownership Trust profit share
- Death in Service cover of 6 x annual salary
- Sick pay at full salary for 6 months
- 25 days holiday, plus statutory holidays, plus additional long-service holiday to maximum of 30 days (all based on full time employee)
- Private Medical Insurance after successful completion of probationary period
- Health Club cash-back
HOW TO APPLY
If you are interested in applying for this Financial Planner role, please ensure you provide:
- A CV, including recent achievements and the details of two referees – 1 personal & 1 professional
- For further information and to email details – Cheryl Frazer, Compliance Director & Practice Manager:
- cherylfrazer@ovationfinance.co.uk
Or you can apply through LinkedIn by clicking this link.
We are also open to Senior Planners and those with an existing client bank who are looking for a stable and progressive firm as a home for their clients.
Ovation Finance is committed to encouraging equality and diversity among our workforce, and eliminating unlawful discrimination.
