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- Tasks: Deliver personalised financial planning and build lasting client relationships.
- Company: Join a well-established team in the East Midlands with a collaborative culture.
- Benefits: Competitive pension, 26 days holiday, private medical insurance, and work-from-anywhere policy.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Level 4 Diploma in Financial Planning and 3 years of client-facing experience.
- Other info: Dynamic role with opportunities for personal growth and continuous professional development.
The predicted salary is between 36000 - 60000 £ per year.
You’re an ambitious Financial Planner with the drive to deliver exceptional client service and build lasting relationships. You want to join a well-established team of Financial Planners where you can put your stamp on the client experience. We’re looking for a Financial Planner who’s proactive, confident and ready to hit the ground running. If you’ve got strong client-facing experience, the ability to grow and nurture an existing network, and a genuine passion for helping clients achieve their financial goals, we’d love to hear from you. Together, we’ll turn financial ambitions into reality.
About the role: Joining our East Midlands office, you will become part of a collaborative and supportive team of Financial Planners. We’ll equip you with the tools and guidance you need, while giving you the freedom to grow and succeed. You’ll bring empathy and exceptional organisation to build trusted relationships, deliver tailored strategies, and adapt to clients’ changing needs, making a real impact from day one.
- 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.
Skills and Experience:
- Level 4 Diploma in Financial Planning.
- Minimum 3 years’ experience in a client-facing Financial Planning role.
- A current Statement of Professional Standing.
- Confident using CRM and cashflow modelling tools.
- Experience in an advisory or technical role gained within an advisory firm.
- Experience using and delivering a full range of provider products, services, and capabilities.
- Intermediate Excel - v:lookups and pivot tables.
- Good energy – you must be able to have conversations with clients that deliver trust and solutions.
- A desire to help our clients make their financial ambitions a reality.
Benefits:
- 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 - East Midlands employer: atomos wealth
Contact Detail:
atomos wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - East Midlands
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join online forums, and don’t be shy about reaching out to potential colleagues. Building relationships can open doors that you didn’t even know existed.
✨Show Your Passion
When you get the chance to chat with potential employers, let your enthusiasm for financial planning shine through. Share stories about how you've helped clients achieve their goals – it’s all about making that personal connection!
✨Be Prepared for Interviews
Do your homework on the company and its values. Prepare to discuss how your experience aligns with their mission. Practise common interview questions and think of examples that showcase your skills in client service and problem-solving.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It shows you're genuinely interested and gives us a chance to see your application in the best light. Plus, we love seeing candidates who take that extra step!
We think you need these skills to ace Financial Planner - East Midlands
Some tips for your application 🫡
Show Your Personality: When writing your application, let your personality shine through! We want to see the real you, so don’t be afraid to share your passion for financial planning and how you connect with clients. Make it personal and relatable!
Tailor Your Experience: Make sure to highlight your relevant experience in client-facing roles. We’re looking for someone who can build relationships and deliver exceptional service, so give us examples of how you've done this in the past.
Be Clear and Concise: Keep your application clear and to the point. Use straightforward language to explain your skills and experiences. We appreciate a well-structured application that makes it easy for us to see why you’d be a great fit!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team at StudySmarter!
How to prepare for a job interview at atomos wealth
✨Know Your Stuff
Make sure you’re well-versed in the financial planning proposition of the company. Understand their services and how they differentiate themselves in the market. This will not only show your enthusiasm but also help you articulate how you can contribute to their goals.
✨Showcase Your Client-Facing Skills
Prepare examples from your past experiences where you’ve successfully built relationships with clients. Highlight how you’ve turned complex financial concepts into understandable advice, as this is key for the role. Be ready to discuss how you’ve nurtured existing networks and helped clients achieve their financial ambitions.
✨Be Proactive and Solution-Oriented
Demonstrate your ability to think ahead by discussing times when you’ve anticipated client needs or solved challenges before they arose. This proactive mindset is crucial for a Financial Planner, so come prepared with specific examples that showcase your problem-solving skills.
✨Engage with Empathy
During the interview, focus on showing your empathetic side. Discuss how you tailor your strategies to meet individual client needs and how you maintain detailed records of client interactions. This will highlight your organisational skills and your commitment to delivering exceptional client service.
