At a Glance
- Tasks: Build strong client relationships and create tailored financial planning solutions.
- Company: Join a growing consultancy focused on empowering clients through financial independence.
- Benefits: Competitive salary, supportive mentorship, and career development opportunities.
- Other info: Friendly environment with a focus on integrity and client support.
- Why this job: Make a real difference in clients' lives while enhancing your financial expertise.
- 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.
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
Financial Planner in Surrey employer: Agile HR Consulting Ltd
Northwood Wealth Management is an exceptional employer located in Farnham, Surrey, offering a competitive salary and a range of benefits. Our supportive and friendly work culture fosters professional growth through mentorship, allowing Financial Planners to enhance their skills while focusing on empowering clients to achieve their long-term financial goals. Join us to be part of a dedicated team that values integrity and client-centric financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Surrey
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend local events, join relevant online groups, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your skills! Create a portfolio that highlights your achievements and case studies from your previous roles. This will give potential employers a clear picture of what you can bring to the table. Remember, we want to see how you can help clients achieve their financial goals!
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios you might face as a Financial Planner. Think about how you would approach client relationships and problem-solving. We want to see your analytical skills in action, so be ready to demonstrate your thought process!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining Northwood Wealth Management. Don’t forget to follow up after applying – a little persistence can go a long way!
We think you need these skills to ace Financial Planner in Surrey
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Planner role. Highlight your relevant experience, qualifications like the CII Diploma Level 4, and any specific skills that match what we're looking for. 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 tell us why you're passionate about financial planning and how you align with our ethos of empowering clients. Keep it friendly and professional – we love a personal touch!
Showcase Your Analytical Skills:Since analysis is key in this role, make sure to highlight your analytical skills in your application. Share examples of how you've successfully developed cash flow models or tackled complex client requirements in the past. We want to see your problem-solving prowess!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the latest updates. Plus, it shows you're keen on joining 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, as this will show that you're serious about the role and can hit the ground running.
✨Build Rapport
Since relationship building is key for a Financial Planner, practice how you'll connect with clients. Think of questions that help you understand their long-term goals and be ready to share how you can support them in achieving those aims. A friendly, approachable attitude goes a long way!
✨Showcase Your Analytical Skills
Prepare to discuss your analytical approach during the interview. Be ready to explain how you gather and analyse client data, and how you develop cash flow models. Providing examples from your past experience will demonstrate your capability and structured thinking.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about Northwood Wealth Management's ethos and how they support their clients. This not only shows your interest in the company but also helps you gauge if their values align with yours.
