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- Tasks: Deliver personalised financial strategies and engage with clients to meet their goals.
- Company: Established financial services firm based in Nottingham.
- Benefits: Competitive salary, benefits, and professional growth opportunities.
- Why this job: Make a real difference in clients' financial lives while advancing your career.
- Qualifications: Over 3 years of client-facing experience and a Level 4 Diploma in Financial Planning.
- Other info: Join a supportive team in a dynamic environment.
The predicted salary is between 28800 - 48000 £ per year.
A financial services firm based in Nottingham is looking for an experienced Financial Planner to join their established team. You will be instrumental in delivering personalized financial strategies, engaging with clients to understand their unique needs and ensuring alignment with their financial goals.
The ideal candidate has over 3 years of experience in a client-facing role, holds a Level 4 Diploma in Financial Planning, and is confident in using CRM tools and cashflow modelling.
This position provides a competitive salary, benefits, and opportunities for professional growth.
Remote-Ready Financial Planner — Client Advisory in Nottingham employer: Atomos
Contact Detail:
Atomos Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote-Ready Financial Planner — Client Advisory in Nottingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, and think about how your experience aligns with their needs. Practise common interview questions, especially around client engagement and financial strategies.
✨Tip Number 3
Showcase your skills! If you've got experience with CRM tools and cashflow modelling, be ready to discuss specific examples of how you've used these in your previous roles. This will help you stand out as a candidate.
✨Tip Number 4
Apply through our website! We make it easy for you to submit your application directly, and it shows you're serious about joining our team. Plus, we love seeing candidates who take that extra step!
We think you need these skills to ace Remote-Ready Financial Planner — Client Advisory in Nottingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the job description. Highlight your client-facing experience and any relevant qualifications, like your Level 4 Diploma in Financial Planning.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for our team. Share your passion for financial planning and how you can help clients achieve their goals. Be personal and engaging!
Showcase Your Experience: Don’t just list your past roles; explain how your experience aligns with what we’re looking for. Mention your familiarity with CRM tools and cashflow modelling, as these are key to the role.
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 don’t miss out on any important updates from us!
How to prepare for a job interview at Atomos
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge, especially around personalised strategies and cashflow modelling. Be ready to discuss how you've successfully engaged with clients in the past and how you can tailor solutions to meet their unique needs.
✨Show Off Your CRM Skills
Since the role requires confidence in using CRM tools, be prepared to talk about your experience with them. Bring examples of how you've used these tools to enhance client relationships or streamline processes in your previous roles.
✨Prepare for Client Scenarios
Think of a few client scenarios you might encounter in this role. Prepare to discuss how you would approach these situations, ensuring you highlight your problem-solving skills and ability to align financial strategies with client goals.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the firm and the role. Inquire about their approach to client engagement or how they support professional growth within the team. This shows you're not just interested in the job, but also in being part of their culture.
