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- Tasks: Help clients achieve financial goals with personalised planning and proactive solutions.
- Company: Join a dynamic, close-knit team in a leading financial planning firm.
- Benefits: Enjoy competitive pension, private medical insurance, and 26 days holiday.
- Why this job: Make a real impact on clients' lives while growing your career.
- Qualifications: Level 4 Diploma in Financial Planning and 3 years client-facing experience required.
- Other info: Flexible hybrid work environment with 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.
- 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.
- 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 employers and showcase your passion for client service.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios you might face as a Financial Planner. Think about how you can demonstrate your ability to turn numbers into strategies and be that trusted voice for clients.
✨Tip Number 3
Showcase your unique approach to financial planning during interviews. Share examples of how you've shaped futures for clients and solved challenges proactively. This will help you stand out as someone who truly cares about client outcomes.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our high-performing team and making an impact in the London market.
We think you need these skills to ace Remote-Ready Financial Planner for London Clients
Some tips for your application 🫡
Show Your Passion: Let your enthusiasm for financial planning shine through in your application. 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 CV: Make sure your CV reflects the skills and experiences that align with our job description. Highlight your client-facing experience and any specific achievements that demonstrate your ability to deliver exceptional service.
Craft a Personal Cover Letter: Use your cover letter to tell us why you’re the perfect fit for our team. Share your unique story and how your values align with ours. This is your chance to connect on a personal level!
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 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 successfully applied them in past roles. This will show your potential employer that you can deliver the personal touch they value.
✨Showcase Your Client-Centric Approach
Prepare examples of how you've connected with clients and understood their unique needs. Think about specific instances where you’ve made complex advice clear and understandable. This will highlight your ability to be the trusted voice they’re looking for.
✨Be Proactive in Problem Solving
Think of challenges you've faced in previous roles and how you solved them before they escalated. Be ready to share these stories during the interview to demonstrate your proactive mindset and ability to offer intelligent solutions.
✨Familiarise Yourself with Their Proposition
Take the time to learn about the company’s financial planning proposition inside out. Being able to confidently articulate this during your interview will show that you’re genuinely interested and prepared to contribute to their team.