At a Glance
- Tasks: Create tailored financial plans and provide expert advice to clients on investments and retirement.
- Company: Join a trusted financial services firm with a strong presence in the Channel Islands since 1975.
- Benefits: Enjoy a competitive salary, hybrid work options, and opportunities for professional growth.
- Other info: Flexible role with a focus on client relationships and strategic financial analysis.
- Why this job: Make a real difference in clients' financial well-being while working in a dynamic environment.
- Qualifications: Must have expertise in financial planning and relevant certifications like CFP.
The predicted salary is between 44595 - 54505 £ per year.
Alexforbes Offshore, based in Jersey and operating under Alexforbes Channel Islands Limited, has been a trusted presence for employers and employees in the Channel Islands since 1975. As part of the Alexander Forbes Group, we are regulated by the Jersey Financial Services Commission (registered number 9596). Specializing in administering local and international corporate pension funds, savings, and investment solutions, we help clients enhance and protect their financial well-being throughout their careers and retirement.
We are seeking a dedicated experienced Financial Planner for a full-time, hybrid role located in St. Helier, Jersey, with some flexibility for remote work.
Responsibilities include:
- Collaborating with clients to develop personalized financial plans
- Providing expert advice on retirement planning, investments, and savings
- Ensuring alignment with regulatory standards
- Regular client consultations
- Strategic financial analysis
- Specialist cashflow modelling experience
- Staying current with financial best practices to deliver optimal client outcomes
Qualifications:
- Expertise in Financial Planning and Personal Financial Planning
- Certification as a Chartered Financial Planner (CFP) or similar qualification - Level 6 preferable
- Experience in cashflow modelling related to Retirement Planning and broader financial planning
- Excellent interpersonal, analytical, and communication skills - lived examples of a trusted client base
- Proficiency in using financial planning software and tools and adoption of AI tools within
- Understanding of Jersey's regulatory requirements and financial environment is an advantage
Financial Planner employer: Alexforbes Offshore
At Alexforbes Offshore, we pride ourselves on being an exceptional employer, offering a supportive work culture that fosters collaboration and innovation in the heart of St. Helier. Our commitment to employee growth is evident through ongoing training opportunities and a focus on work-life balance, making this hybrid role not just a job, but a pathway to a fulfilling career in financial planning. Join us to make a meaningful impact while enjoying the unique advantages of working in a vibrant offshore financial hub.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Alexforbes Offshore. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Alexforbes Offshore.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Alexforbes Offshore's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Alexforbes Offshore
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Alexforbes Offshore.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Alexforbes Offshore will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Alexforbes Offshore employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
