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- Tasks: Advise clients on financial planning and manage diverse portfolios.
- Company: Join a thriving firm with a strong presence across the South West.
- Benefits: Enjoy hybrid working, 25+ days holiday, and discounts on gyms and cinemas.
- Why this job: Grow your career in a supportive, inclusive team focused on professional development.
- Qualifications: Experience in a fee-based environment; chartered status preferred or achievable within 12-18 months.
- Other info: Candidates must have valid UK work authorisation; no sponsorship available.
The predicted salary is between 36000 - 60000 £ per year.
We are seeking a Financial Planning Consultant for a thriving firm with offices across the South West. This role focuses on managing a diverse portfolio of clients and providing holistic financial advice across investments, pensions, protection, and trusts.
The Role of Financial Planning Consultant:
- Advise clients holistically across all financial planning areas.
- Manage and develop client relationships with support from Paraplanners and Sales Administrators.
- Foster relationships with professional connections to bring on new clients.
- Contribute to business growth through networking and relationship-building.
The ideal Financial Planning Consultant:
- Commercially focused with experience in a fee-based environment.
- Chartered status or the ability to achieve it within 12-18 months.
- Strong networking skills to develop business opportunities.
- Presentation and public speaking skills.
- Experience using Intelligent Office (IO) and paperless systems.
What’s on Offer:
- Competitive salary with annual reviews.
- Hybrid working model.
- 25+ days of holiday, with options to buy/sell leave.
- Group pension scheme and life assurance.
- Professional subscription payments.
- Discounts on cinema tickets, gyms, and more.
- Access to health plans, electric car schemes, and an employee assistance program.
This is an excellent opportunity for a professional financial planning professional who is eager to develop their career in financial planning with the support of a forward-thinking and inclusive team. Ideal candidates may be chartered or working towards achieving chartered status and ideally located around Taunton, North Somerset and Bristol. If you are ready to take the next step in your career, apply today to join a business where your expertise will thrive and your contribution will make a difference!
Note on Sponsorship: We regret to inform you that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.
Financial Planning Consultant employer: Cathedral Appointments | South West Recruitment
Contact Detail:
Cathedral Appointments | South West Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Consultant
✨Tip Number 1
Network actively within the financial services community in Taunton and the surrounding areas. Attend local finance-related events, seminars, or workshops to meet potential clients and industry professionals who can refer you.
✨Tip Number 2
Develop your presentation and public speaking skills by joining local clubs or groups, such as Toastmasters. This will not only boost your confidence but also enhance your ability to communicate effectively with clients.
✨Tip Number 3
Familiarise yourself with Intelligent Office (IO) and other paperless systems before applying. Consider taking online courses or tutorials to demonstrate your initiative and readiness to adapt to the tools used in the role.
✨Tip Number 4
Showcase your commercial focus by researching the firm’s recent projects or client success stories. Be prepared to discuss how your experience aligns with their goals and how you can contribute to their business growth during the interview.
We think you need these skills to ace Financial Planning Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, client management, and any specific skills mentioned in the job description, such as networking and presentation skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and how your background aligns with the role. Mention your commercial focus and any achievements in a fee-based environment.
Highlight Relevant Qualifications: If you have chartered status or are working towards it, be sure to mention this prominently. Also, include any experience with Intelligent Office (IO) and paperless systems, as these are key to the role.
Showcase Networking Experience: Provide examples of how you've successfully built relationships in previous roles. This could include client acquisition strategies or professional connections that led to business growth.
How to prepare for a job interview at Cathedral Appointments | South West Recruitment
✨Showcase Your Holistic Approach
As a Financial Planning Consultant, it's crucial to demonstrate your ability to provide comprehensive financial advice. Prepare examples of how you've successfully managed diverse client portfolios and addressed their unique financial needs.
✨Highlight Networking Skills
Networking is key in this role. Be ready to discuss your past experiences in building professional relationships and how these have led to new business opportunities. Mention any specific strategies you’ve used to foster connections.
✨Prepare for Technical Questions
Expect questions about financial planning tools and systems, particularly Intelligent Office (IO). Brush up on your knowledge of these systems and be prepared to explain how you've used them effectively in your previous roles.
✨Demonstrate Presentation Skills
Since the role involves advising clients and possibly public speaking, practice articulating your thoughts clearly and confidently. Consider preparing a brief presentation on a financial topic to showcase your communication skills during the interview.
