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For Companies At a Glance
- Tasks: Help clients achieve their financial goals with personalised planning and proactive solutions.
- Company: Join a dynamic, high-performing team in a supportive London office.
- Benefits: Enjoy a competitive pension, 26 days holiday, private medical insurance, and flexible working.
- Why this job: Make a real impact on clients' lives while growing your career in financial planning.
- 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 55000 - 65000 £ 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 our London operation, guiding clients with clarity and conviction, and helping them achieve outcomes they didn't think possible. As you drive better client outcomes, you'll lift the team - and a stronger team means more clients benefit, giving you the platform to expand your influence and success.
As a Financial Planner in London, you will support clients in achieving their financial goals, developing plans that maximise their resources and guide them throughout their financial life events. You'll work alongside our Head of Office as 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.
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 - Financial Planning - London employer: Atomos
Contact Detail:
Atomos Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - Financial Planning - London
✨Network Like a Pro
Get out there and connect with people in the financial planning world! Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. The more connections you make, the better your chances of landing that dream job.
✨Show Off Your Skills
When you get the chance to meet potential employers, make sure to showcase your skills and experience. Bring along examples of your work or case studies that highlight how you've helped clients achieve their financial goals. This will set you apart from the competition!
✨Be Prepared for Interviews
Do your homework before any interview. Understand the company’s values, their financial planning approach, and be ready to discuss how you can contribute to their success. Practise common interview questions and prepare some thoughtful questions of your own to show your interest.
✨Apply Through Our Website
Don’t forget to 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 and making a difference in the lives of our clients.
We think you need these skills to ace Financial Planner - Financial Planning - London
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for financial planning shine through. We want to see that you’re not just looking for a job, but that you genuinely care about helping clients achieve their financial goals.
Tailor Your Experience: Make sure to highlight your relevant experience in client-facing roles. We love seeing how you've turned numbers into strategies and provided proactive solutions, so don’t hold back on those examples!
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, especially when it comes to complex financial concepts. Show us you can communicate effectively, just like you would with clients.
Apply Through Our Website: We encourage you to apply directly 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!
How to prepare for a job interview at Atomos
✨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 used data to drive client outcomes in the past.
✨Showcase Your Client-Centric Approach
Prepare examples that highlight your ability to connect with clients and understand their unique needs. Think about times when you’ve delivered personalised financial plans and how those plans made a difference in their lives.
✨Be Proactive
During the interview, emphasise your proactive problem-solving skills. Share instances where you anticipated client challenges and provided solutions before they became issues. This will show your potential employer that you can think ahead and add value.
✨Team Player Mindset
Since you'll be working in a close-knit team, convey your collaborative spirit. Discuss how you’ve worked with colleagues to improve service delivery and share insights. Highlighting your ability to win together will resonate well with the interviewers.