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For Companies At a Glance
- Tasks: Build strong client relationships and create tailored financial planning solutions.
- Company: Join Northwood Wealth Management, a supportive and growing financial consultancy.
- Benefits: Competitive salary, flexible working hours, and career progression opportunities.
- Other info: Enjoy a dynamic role with a focus on integrity and client support.
- Why this job: Empower clients to achieve their financial goals in a friendly, mentorship-driven environment.
- Qualifications: CII Diploma Level 4 and at least 4 years of industry experience required.
The predicted salary is between 50000 - 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.
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 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
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend 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 skills and experience 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 you're genuinely interested in the role and helps keep you on their radar. Plus, it’s a great chance to reiterate why you’re the perfect fit for their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you. By applying directly, you’ll get noticed quicker and show us you’re serious about joining our awesome team at Northwood Wealth Management.
We think you need these skills to ace Financial Planner
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, and any relevant industry experience. We want to see how you can contribute 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. Be genuine and let your personality come through – we love to see that!
Showcase Your Analytical Skills: Since this role involves a lot of analysis, make sure to mention specific examples where you've successfully used your analytical skills in previous roles. We’re looking for someone who can ask the right questions and develop effective solutions for our clients.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team at 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 rapport is key in this role, think of examples from your past experiences where you've successfully built relationships 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 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 role 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.