Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Help clients achieve financial goals with personalised plans and actionable strategies.
- Company: Dynamic financial services firm based in London, embracing remote work.
- Benefits: Private Medical Insurance, Work From Anywhere policy, and growth opportunities.
- Why this job: Make a real impact on clients' lives while advancing your career.
- Qualifications: 3+ years in financial planning and Level 4 Diploma required.
- Other info: Collaborative environment with excellent career growth potential.
The predicted salary is between 36000 - 60000 £ per year.
A financial services firm in London is looking for a driven Financial Planner to assist clients in achieving their financial goals. This role involves developing personalized financial plans, conducting regular reviews, and transforming numbers into actionable strategies.
Candidates should have at least 3 years of experience in financial planning and hold a Level 4 Diploma in Financial Planning.
The company offers various benefits including Private Medical Insurance and a Work From Anywhere policy. This full-time position promises growth opportunities and a collaborative environment.
London-Based Financial Planner (Remote) – Drive Client Impact in City of London employer: atomos wealth
Contact Detail:
atomos wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land London-Based Financial Planner (Remote) – Drive Client Impact in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research common questions for financial planners and practice your responses. We recommend using real-life examples from your experience to showcase how you've helped clients achieve their financial goals.
✨Tip Number 3
Show off your skills! If you have any certifications or special training, make sure to highlight them during your conversations. This is your chance to demonstrate how you can transform numbers into actionable strategies for clients.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace London-Based Financial Planner (Remote) – Drive Client Impact in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that align with the Financial Planner role. Highlight your experience in developing personalised financial plans and any relevant qualifications, like your Level 4 Diploma.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're passionate about helping clients achieve their financial goals. Share specific examples of how you've transformed numbers into actionable strategies in your previous roles.
Showcase Your Experience: With at least 3 years of experience required, be sure to detail your past roles and responsibilities. We want to see how you've conducted regular reviews and made a real impact on clients' financial journeys.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. This way, we can easily track your application and get back to you quicker!
How to prepare for a job interview at atomos wealth
✨Know Your Numbers
As a Financial Planner, you'll be expected to have a solid grasp of financial concepts and numbers. Brush up on key metrics and be ready to discuss how you've used them in past roles. This will show your expertise and confidence in transforming numbers into actionable strategies.
✨Tailor Your Approach
Before the interview, research the firm’s values and client base. Prepare examples of how you’ve developed personalised financial plans that align with their mission. This will demonstrate your understanding of their needs and how you can drive client impact.
✨Showcase Your Experience
With at least 3 years of experience required, be ready to share specific examples from your career. Highlight successful client outcomes and how you conducted regular reviews to adapt financial strategies. This will illustrate your ability to make a real difference for clients.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to financial planning and their Work From Anywhere policy. This shows your genuine interest in the role and helps you assess if the company culture aligns with your values.
