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For Companies At a Glance
- Tasks: Deliver personalised financial planning and transform numbers into actionable strategies.
- Company: Join a well-established team of Financial Planners in the East Midlands.
- Benefits: Enjoy a competitive pension, 26 days holiday, private medical insurance, and flexible working.
- Why this job: Make a real difference in clients' lives while growing your career in finance.
- Qualifications: Level 4 Diploma in Financial Planning and 3+ years client-facing experience required.
- Other info: Dynamic environment with opportunities for continuous professional development.
The predicted salary is between 36000 - 60000 £ per year.
With 3+ years' experience, you're an ambitious Financial Planner ready to make your mark. You want to join a well-established team of Financial Planners where you can put your stamp on the client experience and help shape how we deliver exceptional service. We're looking for a qualified Financial Planner who's proactive, confident and ready to hit the ground running. If you've got strong client-facing experience, the ability to build on an existing network, and a passion for making a difference in our clients' lives, we want you on our team. Together, we'll make our clients' financial ambitions a reality.
About the role
As a Financial Planner in our East Midlands office, you will join a well-established team of Financial Planners. We're looking for someone who can confidently navigate our processes, communicate with clarity and empathy, and bring strong organisational skills to manage our clients. Your ability to build trust, adapt to changing needs, and deliver tailored financial strategies will make you an integral part of our success.
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 - East Midlands in Nottingham employer: Atomos
Contact Detail:
Atomos Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - Financial Planning - East Midlands in Nottingham
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join online forums, or even reach out to former colleagues. Building relationships can open doors to opportunities that aren’t advertised.
✨Showcase Your Skills
When you get the chance to meet potential employers, don’t just talk about your experience—show it! Bring along examples of your work or case studies that highlight how you've made a difference for clients. This will help you stand out from the crowd.
✨Be Prepared for Interviews
Do your homework on the company and its values before the interview. Prepare answers to common questions, but also think about how you can demonstrate your proactive approach and client-focused mindset. We want to see your passion shine through!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage with us directly.
We think you need these skills to ace Financial Planner - Financial Planning - East Midlands in Nottingham
Some tips for your application 🫡
Show Your Personality: When writing your application, let your personality shine through! We want to see who you are beyond your qualifications. Share a bit about your journey and what drives your passion for financial planning.
Tailor Your Application: Make sure to tailor your application to the role. Highlight your relevant experience and skills that align with our job description. We love seeing how you can contribute to our team and enhance the client experience!
Be Clear and Concise: Keep your application clear and to the point. Use straightforward language to communicate your ideas. We appreciate clarity, especially when it comes to complex financial concepts!
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
✨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 confidently navigate their processes.
✨Showcase Your Client-Facing Skills
Since strong client-facing experience is crucial, prepare examples of how you've built trust and rapport with clients. Think about specific situations where you’ve turned complex advice into clear, understandable solutions. This will highlight your ability to connect with clients and meet their unique needs.
✨Be Proactive and Solution-Oriented
The role requires someone who can solve challenges before they happen. Come prepared with examples of how you've anticipated client needs or addressed issues proactively in the past. This will demonstrate your forward-thinking approach and readiness to make a difference in clients' lives.
✨Familiarise Yourself with Their Proposition
Make sure you know the company’s financial planning proposition inside out. Research their services and be ready to articulate how you can contribute to their goals. This shows your genuine interest in the role and your commitment to delivering exceptional service.