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For Companies At a Glance
- Tasks: Deliver personalised financial planning and build lasting client relationships.
- Company: Join a well-established team at Atomos Wealth in Fareham.
- Benefits: Enjoy private medical insurance, life assurance, and a flexible 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 required.
- Other info: Collaborative environment with opportunities for 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 Fareham 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 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 – vlookups 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
- 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 - Fareham in Hampshire employer: atomos wealth
Contact Detail:
atomos wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - Fareham in Hampshire
✨Tip Number 1
Network like a pro! Reach out to your connections and let them know you're on the hunt for a Financial Planner role. A personal recommendation can go a long way in landing that interview.
✨Tip Number 2
Be proactive! Don’t just wait for job postings; directly message companies you admire, like Atomos Wealth. Show them your enthusiasm and how you can add value to their team.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to financial planning. Think about how you can demonstrate your client-facing experience and problem-solving skills.
✨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 our team at StudySmarter.
We think you need these skills to ace Financial Planner - Fareham in Hampshire
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for helping clients achieve their financial goals shine through. We want to see that you genuinely care about making a difference in their lives!
Tailor Your Experience: Make sure to highlight your client-facing experience and how it aligns with the role. We’re looking for someone who can connect with clients and deliver tailored strategies, so share specific examples of your past successes.
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so avoid jargon and make sure your skills and experiences are easy to understand. Remember, we want to know how you can help us shape futures!
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 with our Fareham team.
How to prepare for a job interview at atomos wealth
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your ability to turn numbers into actionable strategies. Brush up on key financial concepts and be ready to discuss how you've applied them in past roles. This will show your potential employer that you can deliver tailored strategies for clients.
✨Showcase Your Client Relationships
Prepare examples of how you've built and nurtured client relationships in the past. Be specific about the challenges you faced and how you overcame them. This will highlight your proactive approach and ability to connect with clients, which is crucial for this role.
✨Understand Their Proposition
Familiarise yourself with the company’s financial planning proposition. Being able to articulate their services confidently during the interview will demonstrate your genuine interest and readiness to hit the ground running. It shows you’re not just looking for any job, but you want to be part of their team.
✨Emphasise Continuous Growth
Discuss your commitment to continuous professional development. Share any relevant courses or certifications you’ve pursued, and express your eagerness to keep learning. This aligns perfectly with their value of keeping growing and adapting to clients’ changing needs.