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For Companies At a Glance
- Tasks: Build financial plans and empower clients to achieve their long-term goals.
- Company: Join a growing consultancy focused on client-centric financial planning.
- Benefits: Competitive salary, flexible working hours, and career progression opportunities.
- Other info: Collaborative team culture with mentorship to enhance your financial planning expertise.
- Why this job: Make a real difference in clients' lives while developing your skills in a supportive environment.
- Qualifications: CII Diploma Level 4 and at least 4 years of industry experience required.
The predicted salary is between 60000 - 60000 £ per year.
Northwood Wealth Management are a growing specialist Financial Planning Consultancy supporting high net worth clients in the South of England. Due to strong client growth we have a new and exciting opportunity for a qualified Financial Planner to join our existing Financial Planning expert team.
CII Diploma Level 4 or equivalent. SPS with current authorisation.
Are you wanting to work with a consultancy practice that focuses on client longer term financial goals and planning and can develop your skills through mentorship? We are offering a genuinely career enhancing opportunity that will develop your knowledge in a truly supportive friendly environment.
Northwood Wealth Management is a Life Centred Financial Planning Consultancy that believes that wealth exists to serve our clients – not the other way around. Our role is to ensure that people are empowered to live the life they choose by providing financial focus and independence.
The Role
- Rapport – getting to know our clients and asking about their longer term aims prior to planning.
- Analysis – asking the right questions then full analysis of clients’ requirements, development of cash flow models and accurate recording of client data.
- Solutions - construction of financial planning solutions (investment, retirement, tax and estate planning) supported by the production of models and reports.
- Working with our Paraplanning/ Admin teams to create reports that support and help our clients.
- Relationship Building - liaison with clients by telephone, letter, email and leading face to face meetings.
- Coordination - working with administrative staff to ensure application and provider forms are prepared as required and clients are updated throughout the process.
Our Requirements:
- Diploma in Financial Planning
- A minimum of 4 years industry experience
- Excellent administrative, research, report writing and communication skills
- Willingness to learn, understand and share our ethos regarding integrity of supporting clients
- Excellent analytical skills with a preference for working in a structured, planned manner
Salary & Benefits:
- Salary: Up to £60,000 + benefits + salary progression ladder. Salary level dependent on qualification and experience level
- Hours: Permanent, full time, scope for 1/2 days per week from home. Flexibility around working hours
No agents please.
Financial Planner in Farnham employer: Agile HR Consulting Ltd
Contact Detail:
Agile HR Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Farnham
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend local events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that dream job!
✨Tip Number 2
Practice your pitch! You never know when you'll meet someone who could help you land a job. Have a quick, engaging summary of your experience and what you're looking for ready to go. Make it personal and show your passion for financial planning!
✨Tip Number 3
Follow up after interviews! A simple thank-you email can go a long way. It shows your appreciation and keeps you fresh in their minds. Plus, it’s a great chance to reiterate why you’re the perfect fit for the role.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you. Plus, applying directly shows your enthusiasm and commitment to joining our team at Northwood Wealth Management.
We think you need these skills to ace Financial Planner in Farnham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Planner role. Highlight your qualifications, especially your CII Diploma Level 4 or equivalent, and any relevant industry experience. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you align with our ethos of supporting clients. Share specific examples of your past experiences that demonstrate your analytical skills and relationship-building abilities.
Showcase Your Communication Skills: As a Financial Planner, communication is key! In your application, make sure to showcase your excellent administrative and report writing skills. We love candidates who can convey complex information clearly and effectively, so don’t hold back on demonstrating this in your written application.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy and ensures your application goes straight to us. Plus, we’re excited to see what you can bring to Northwood Wealth Management!
How to prepare for a job interview at Agile HR Consulting Ltd
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around investment, retirement, tax, and estate planning. Familiarise yourself with the latest trends and regulations in the industry so you can confidently discuss how you would approach client needs.
✨Showcase Your Rapport-Building Skills
Since this role emphasises relationship building, think of examples from your past where you've successfully built rapport with clients. Be ready to share how you ask the right questions to understand their long-term goals and how you tailor your approach to meet their unique needs.
✨Demonstrate Analytical Prowess
Prepare to discuss your analytical skills by bringing examples of how you've developed cash flow models or conducted thorough analyses in previous roles. Highlight your structured approach to problem-solving and how it has benefited your clients.
✨Emphasise Team Collaboration
This position involves working closely with paraplanning and admin teams, so be ready to talk about your experience in collaborative environments. Share specific instances where teamwork led to successful outcomes for clients, showcasing your ability to coordinate effectively.