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Financial Planner - Level 1 (2467)

IM Asset Management Limited (IMAML) is an integrated Financial Planning and Wealth  Management company providing planning and investment services to both professionals and individuals.  IM Asset Management Limited part of the Irwin Mitchell Group (a leading UK law firm), delivering services to clients both from within and external to the group. 

With £1bn of assets under management across in excess of 900 clients IM Asset Management has ambition to accelerate its recent successful growth.  

IMAML is part of the Irwin Mitchell Group. Working here you’ll feel a part of our friendly and inclusive environment. We’ll value you for who you are and what you bring. We support each other and push boundaries to achieve incredible things, and make a real difference to our clients and communities.

The work we do has been recognised in the awards we’ve won. We’re committed to being even better, and our awards help to show we’re on the right track.

We recognise that the office 9-5 isn’t for everyone. That’s why we’ve introduced ‘Flexible by Choice’. Whether it’s working from home, in our offices, or a combination of the both, we trust each other to support our clients, colleagues and communities at the right time, in the right way.

 

Your Role

In your role as a Financial Planner, you’ll support the Senior Financial Planners in the growth and on-going relationship of Court of Protection (CoP) and Personal Injury (PI) clients whilst growing your own practice. The client relationships include both internal IM colleagues in the CoP and PI departments and external clients.

What You'll Be Doing
  • Day to day management and delivery of financial planning and client services to COP & PI clients in your client bank
  • Formulate and produce financial strategies and detail them in financial reports that are clear to clients
  • Ensure a high retention rate; meeting all clients at least once a year and financial advice is reviewed and amended when required
  • Maintain a level of professionalism that is appropriate for the senior customer facing function of the business to ensure confidence in the business from clients and referrers
  • Provide input into projects to develop existing services and products
  • Lead on new business cases with a value of up to £1.0m
  • Play a key role in business development; helping build a pipeline of opportunities through the network of opportunities that exist through the Irwin Mitchell network, managing relationships with internal referrers in their location to ensure lead flow and lead successful tenders
What We're Looking For
  • Level 4 Diploma in Financial Planning and/or a track record of delivering within a Financial Planning environment
  • Proven track record of strong client relationship and communication skills
  • Ability to identify and develop business opportunities
  • Proven track record of strong business development and presentation skills
  • Knowledge of personal injury market and how these effects the financial advice provided to claimants.
What we can offer you
  • 25 days annual leave, with the opportunity to buy additional leave
  • Two fundraising days in a year to give back to the community (fully paid!)
  • Westfield Health membership, offering discounted leisure and travel and refunds on medical services

We also offer a huge number of well-being initiatives to encourage positive mental health both in and out of the workplace as well as flexible working options to ensure that you are fully supported to work the way that best suits you. Our social responsibility programme is fundamental to who we are. We’re committed to being a diverse and inclusive workplace where our colleagues can flourish. We have a range of groups to celebrate our people across sexuality, disability, age, gender and culture. 

We welcome applications from all diversity groups and backgrounds. We’re committed to enabling everyone to thrive and understanding and celebrating our differences is a key part of that. We’re proud of our work on the Disability Confident scheme, on the Race At Work Charter and as Stonewall Diversity Champions. We also have a range of networks for LGBT+, disability, generations, gender, social mobility, ethnicity, faith and culture to celebrate our people and to enable everyone to thrive.

 

Additional Information

As part of the Irwin Mitchell Group’s on-boarding process all successful applicants are required to complete the group’s employment screening process. This process helps to ensure that all new employees meet our standards in relation to honesty and integrity therefore protecting the interests of the Group, existing employees, clients, partners and other stakeholders.

Depending on the role you apply for we may carry out checks that will establish your eligibility to work in the UK, and criminal record check and financial checks ­with a credit reference agency will also be undertaken.

The employment screening process will fully comply with Data Protection and other applicable laws.

Irwin Mitchell LLP is an equal opportunity employer.


 
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Location
Birmingham
Imperial House, 31 Temple Street, Birmingham, West Midlands, United Kingdom, B2 5DB
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We're proud of our values, and we're looking for people who share them

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  • Business Area:
    IM Asset Management
  • Sub-Sub-Business Area:
    IM Asset Management
  • Company:
    IM Asset Management
  • Vacancy Type:
    Permanent
  • :
    Birmingham
  • Salary:
    Competitive
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