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- Tasks: Guide clients to achieve their financial goals with personalised planning and proactive solutions.
- Company: Join a close-knit, high-performing team that values your ideas and impact.
- Benefits: Enjoy a competitive pension, 26 days holiday, private medical insurance, and flexible work options.
- Other info: Collaborative culture with opportunities for continuous professional development and meaningful contributions.
- Why this job: Make a real difference in clients' lives while growing your career in a dynamic environment.
- Qualifications: 3+ years as a Financial Planner, Diploma qualified, and strong client relationship skills.
The predicted salary is between 50000 - 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 guiding clients with clarity and conviction and helping them achieve outcomes they didn’t think possible.
As a Financial Planner based in Plymouth, you will support clients across Plymouth, Devon, and the South West in achieving their financial goals, developing plans that maximise their resources, and guiding them through their financial life events. You’ll be 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.
- 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
- Have at least 3 years’ experience as a Financial Planner.
- Are Diploma qualified (at least level 4) in Financial Planning.
- Have a current SPS.
- Confident using CRM and cashflow modelling tools.
- Have a track record of building client relationships and converting opportunities into long-term clients.
- Believe in holistic financial planning rather than product-led advice.
- Take ownership of outcomes and focus on solutions.
- Want to build something meaningful, not simply maintain an existing client book.
- Enjoy collaborating and contributing to a strong team culture.
- Take a long-term approach to clients and your own career.
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 - Plymouth employer: Atomos
Contact Detail:
Atomos Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - Plymouth
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, attend local events, and join relevant online groups. The more people you know, the better your chances of landing that dream job.
✨Tip Number 2
Show off your skills! Prepare a portfolio or case studies that highlight your past successes in financial planning. When you meet potential employers, let them see how you can turn numbers into strategies that work.
✨Tip Number 3
Be proactive! Don’t just wait for job openings to pop up. Reach out directly to companies you admire, like us at StudySmarter, and express your interest. Sometimes, the best opportunities are created rather than found.
✨Tip Number 4
Prepare for interviews by practising common questions and scenarios specific to financial planning. Show that you can be the trusted voice clients need by demonstrating your understanding of their unique stories and needs.
We think you need these skills to ace Financial Planner - Plymouth
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’re genuinely excited about helping clients achieve their financial goals.
Tailor Your Application: Make sure to customise your application to reflect the specific skills and experiences mentioned in the job description. Highlight how your background aligns with our values of delivering exceptional client service and building meaningful relationships.
Be Clear and Concise: Keep your writing straightforward and to the point. We appreciate clarity, so avoid jargon and make sure your ideas are easy to understand. Remember, you’ll be guiding clients through complex financial matters, so show us you can communicate effectively!
Apply Through Our Website: We encourage you to submit your application directly 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 on joining 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 financial concepts and be ready to discuss how you've successfully transformed data into client solutions 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 delivered personalised financial planning that made a real difference in someone's life.
✨Be Proactive and Solution-Oriented
During the interview, share instances where you anticipated client challenges and provided proactive solutions. This will show your potential employer that you’re not just reactive but also forward-thinking in your approach.
✨Familiarise Yourself with the Company’s Proposition
Make sure you know the ins and outs of the company's financial planning proposition. Being able to articulate this confidently will demonstrate your genuine interest in the role and your readiness to contribute from day one.