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- Tasks: Guide clients to achieve their financial goals with personalised planning and proactive solutions.
- Company: Join a dynamic, high-performing team that values your ideas and impact.
- Benefits: Enjoy a competitive pension, private medical insurance, and 26 days holiday.
- Why this job: Make a real difference in clients' lives while growing your career in a supportive environment.
- Qualifications: Level 4 Diploma in Financial Planning and 3 years of client-facing experience required.
- Other info: Flexible hybrid work policy and opportunities for continuous professional development.
The predicted salary is between 36000 - 60000 £ 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.
Remote-Ready Financial Planner for London Clients employer: Atomos
Contact Detail:
Atomos Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote-Ready Financial Planner for London Clients
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those in London. Attend industry events or webinars to meet potential clients and colleagues. Remember, it’s all about who you know!
✨Tip Number 2
Showcase your expertise! Create content that highlights your knowledge in financial planning. Whether it's a blog post or a video, share it on social media. This not only builds your personal brand but also attracts clients who resonate with your approach.
✨Tip Number 3
Practice your pitch! Be ready to explain your unique value proposition clearly and confidently. Role-play with friends or colleagues to refine your delivery. The clearer you are, the more likely clients will trust you with their financial futures.
✨Tip Number 4
Apply through our website! We’re always on the lookout for passionate Financial Planners. By applying directly, you’ll get noticed faster and show us you’re serious about joining our team. Let’s shape futures together!
We think you need these skills to ace Remote-Ready Financial Planner for London Clients
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 in it for the numbers, but that you genuinely care about helping clients achieve their goals.
Tailor Your Application: Make sure to customise your application to reflect how your skills and experiences align with our job description. Highlight your client-facing experience and any specific achievements that demonstrate your ability to deliver exceptional service.
Be Clear and Concise: We appreciate clarity! Use straightforward language and avoid jargon where possible. Make it easy for us to understand your qualifications and how you can contribute to our team.
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 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 service and how it made a difference in their financial journey.
✨Be Proactive
The role requires you to solve challenges before they happen. Come prepared with examples of how you’ve anticipated client issues and provided proactive solutions. This will show your potential employer that you think ahead and are solution-oriented.
✨Familiarise Yourself with the Proposition
Make sure you know the company’s financial planning proposition inside out. Be ready to articulate how you can contribute to their goals and enhance client service delivery. This shows your commitment and enthusiasm for the role.