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For Companies At a Glance
- 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 competitive salary, hybrid work, 25+ days holiday, and great perks.
- Why this job: Be part of an inclusive team that supports your career growth and development.
- Qualifications: Experience in a fee-based environment; chartered status preferred or achievable.
- 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 Ltd
Contact Detail:
Cathedral Appointments Ltd 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
Enhance your presentation and public speaking skills by joining local clubs or groups, such as Toastmasters. This will not only boost your confidence but also help you articulate your financial advice more effectively to 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 latest trends in financial planning and how they impact client portfolios. Being knowledgeable about current market conditions will impress potential employers and show your commitment to the field.
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, particularly in managing diverse client portfolios. Emphasise any achievements related to investments, pensions, and protection.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to build client relationships. Mention specific examples of how you've contributed to business growth through networking.
Highlight Relevant Skills: In your application, clearly outline your networking skills, presentation abilities, and experience with Intelligent Office (IO) or similar systems. These are key attributes the company is looking for.
Showcase Your Professional Development: If you are chartered or working towards chartered status, make sure to mention this in your application. Highlight any relevant training or certifications that demonstrate your commitment to professional growth.
How to prepare for a job interview at Cathedral Appointments Ltd
✨Showcase Your Holistic Approach
As a Financial Planning Consultant, it's crucial to demonstrate your ability to provide holistic financial advice. Prepare examples of how you've successfully managed diverse client portfolios and addressed their needs across investments, pensions, protection, and trusts.
✨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 that resulted in client acquisition.
✨Prepare for Technical Questions
Expect questions about your experience with Intelligent Office (IO) and paperless systems. Brush up on your technical knowledge and be prepared to explain how these tools have improved your efficiency and client service in previous roles.
✨Demonstrate Your Commitment to Professional Development
Since the ideal candidate may be chartered or working towards it, be prepared to discuss your plans for achieving chartered status. Share any relevant courses or certifications you are pursuing and how they will enhance your capabilities as a Financial Planning Consultant.
