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- 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.
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 Guildford 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 Guildford
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, attend industry events, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for interviews by researching the company and its ethos. Understand their approach to client relationships and financial planning. We want you to show them that you’re not just a fit for the role, but also for their culture!
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with their needs. We suggest crafting a compelling story about your journey in financial planning that highlights your skills and passion for helping clients achieve their goals.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s get you on board!
We think you need these skills to ace Financial Planner in Guildford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your relevant experience, qualifications, and skills that match what we're looking for. This shows us you’re serious about the position and understand what it entails.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial planning and how your values align with our ethos at Northwood Wealth Management. Keep it concise but engaging!
Showcase Your Analytical Skills: Since analysis is key in this role, make sure to include examples of how you've successfully used your analytical skills in past positions. We want to see how you approach problem-solving and client needs.
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’re considered for the role. Plus, it’s super easy!
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, as this will show that you're serious about the role and can bring value to the team.
✨Build Rapport
Since the role involves getting to know clients and understanding their long-term goals, practice how you would build rapport during the interview. Think of examples from your past experiences where you've successfully connected with clients or colleagues, and be ready to share those stories.
✨Showcase Your Analytical Skills
Prepare to discuss your analytical approach to financial planning. Bring examples of how you've developed cash flow models or conducted thorough analyses for clients. This will demonstrate your ability to think critically and provide tailored solutions.
✨Ask Thoughtful Questions
At the end of the interview, don’t forget to ask insightful questions about the company’s ethos and how they support their clients. This shows your genuine interest in their mission and helps you assess if their values align with yours.