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- Tasks: Help clients achieve their financial goals with personalised planning and proactive solutions.
- Company: Join a close-knit, high-performing team in Plymouth focused on client success.
- Benefits: Enjoy a competitive pension, 26 days holiday, private medical insurance, and flexible working.
- Other info: Collaborative culture with opportunities for personal growth and career development.
- Why this job: Make a real impact by transforming clients' financial futures and building lasting relationships.
- Qualifications: 3+ years as a Financial Planner, Diploma qualified, and confident with CRM tools.
The predicted salary is between 40000 - 50000 £ per year.
You’re a driven and dynamic Financial Planner with a hunger for success and a passion for delivering exceptional client service. You want to join a close knit, high performing team where your ideas matter and your impact is visible. You’ll play a pivotal role in guiding clients with clarity and conviction and helping them achieve outcomes they didn’t think possible.
As a Financial Planner based in Plymouth, you will support clients across Plymouth, Devon, and the South West in achieving their financial goals, developing plans that maximise their resources, and guiding them through their financial life events. You’ll be part of a smaller, focused team where your contribution is visible and valued. You’ll start with an existing client base and gain more as you deliver results.
Accountabilities- Shape Futures, Not Just Plans: Deliver financial planning that feels personal - because every client’s story is unique.
- Turn Numbers into Strategies: Transform numbers into smart, actionable strategies.
- Be the Trusted Voice: Connect with clients, understand their needs, and make complex advice clear and understandable.
- Keep Reviews on Track: Lead regular reviews to keep plans fresh, relevant, and results-focused in line with client service agreements.
- Solve Challenges Before They Happen: Offer intelligent, proactive solutions to client issues - thinking ahead and responding fast.
- Know our Proposition Inside Out: Learn, understand, and confidently articulate all aspects of our financial planning proposition.
- Keep Growing: Complete Continuous Professional Development to meet regulatory requirements and your personal growth goals.
- Record Every Detail: Maintain detailed and accurate records of client interactions using our CRM.
- Win Together: Work closely with team members, share insights, and continuously improve service delivery.
- Have at least 3 years’ experience as a Financial Planner.
- Are Diploma qualified (at least level 4) in Financial Planning.
- Have a current SPS.
- Confident using CRM and cashflow modelling tools.
- Have a track record of building client relationships and converting opportunities into long-term clients.
- Believe in holistic financial planning rather than product-led advice.
- Take ownership of outcomes and focus on solutions.
- Want to build something meaningful, not simply maintain an existing client book.
- Enjoy collaborating and contributing to a strong team culture.
- Take a long‑term approach to clients and your own career.
- Competitive Pension Scheme - we contribute 6%, you 3%
- 26 days holiday plus bank holidays
- Private Medical Insurance
- Life Assurance (4x)
- Group Income Protection
- Work From Anywhere policy
Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.
Financial Planner - Plymouth employer: Atomos Investments Limited
Contact Detail:
Atomos Investments Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - Plymouth
✨Network Like a Pro
Get out there and connect with people in the financial planning world! Attend local events, join online forums, or even hit up LinkedIn. The more you engage, the better your chances of landing that dream role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share specific examples of how you've transformed numbers into strategies and helped clients achieve their goals. Let them see the real impact you can make.
✨Be Proactive
Don’t just wait for job openings to pop up. Reach out to companies you admire, like us at StudySmarter, and express your interest. Sometimes, the best opportunities come from a simple conversation!
✨Keep Learning
Stay ahead of the game by continuously developing your skills. Whether it’s through courses or certifications, showing that you’re committed to growth will impress potential employers and set you apart from the competition.
We think you need these skills to ace Financial Planner - Plymouth
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for financial planning shine through. We want to see your hunger for success and how you connect with clients on a personal level.
Tailor Your Approach: Make sure to customise your application to reflect our values and the specifics of the role. Highlight your experience in building client relationships and how you’ve turned numbers into actionable strategies.
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so make sure your ideas are easy to understand and demonstrate how you can solve challenges proactively.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity.
How to prepare for a job interview at Atomos Investments Limited
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your ability to turn numbers into actionable strategies. Brush up on financial concepts and be ready to discuss how you've successfully transformed data into client solutions in the past.
✨Showcase Your Client-Centric Approach
Prepare examples that highlight your commitment to exceptional client service. Think about times when you’ve gone above and beyond to understand a client's unique story and how you tailored your advice accordingly.
✨Be Proactive with Solutions
During the interview, illustrate your problem-solving skills by discussing how you've anticipated client challenges and provided proactive solutions. This will show that you’re not just reactive but also strategic in your approach.
✨Emphasise Team Collaboration
Since this role is part of a close-knit team, be prepared to talk about your experiences working collaboratively. Share specific instances where you’ve contributed to team success and how you value sharing insights with colleagues.