At a Glance
- Tasks: Provide high-quality financial advice and collaborate with a professional team.
- Company: Established wealth management business with a focus on inclusivity.
- Benefits: Competitive salary, bonuses, remote work, and wellness days.
- Other info: Diverse team culture promoting collaboration and innovation.
- Why this job: Join a supportive environment with excellent development opportunities.
- Qualifications: Diploma qualified with 3+ years in IFA or Wealth Management.
The predicted salary is between 45000 - 55000 £ per year.
Location: UK – Hybrid
Employment Type: Full-time, Permanent
Sector: Wealth Management / Financial Planning
The Opportunity
Our client is an established and growing wealth management business looking for an experienced Financial Planner to join their team. This is an excellent opportunity for a qualified financial planning professional with a strong IFA or wealth management background who enjoys providing high-quality financial advice and working collaboratively within a professional team. The successful candidate will have strong technical knowledge, excellent analytical skills and experience working with Discretionary Fund Managers (DFMs).
Key Requirements
- Diploma qualified, such as DipPFS or equivalent.
- Minimum 3 years' experience within an IFA or Wealth Management environment.
- Strong knowledge of financial planning products and services.
- Experience working with DFMs.
- Excellent analytical, research and problem-solving skills.
- Strong written and verbal communication skills.
- Ability to work independently as well as collaboratively within a team.
- Excellent attention to detail and organisational skills.
- Proficiency in financial planning software such as: Voyant, Genovo, FinaMetrica, Microsoft Office Suite.
What's on Offer
- Competitive salary
- Annual performance-based bonus linked to personal and company performance.
- Remote working
- Private Medical Insurance.
- Life Assurance.
- Pension contributions.
- Shared Parental Leave.
- 28 days' holiday, including 3 days over the Christmas/New Year period.
- 12 additional Wellness Days, including the last Friday of every month off.
- Fully funded training towards professional and role-specific qualifications.
- Regular team incentives.
- Personal and Professional Development Days.
- Regular team social events.
Diversity & Inclusion
Our client is committed to creating an inclusive and supportive working environment where different perspectives are valued and everyone has the opportunity to thrive. They actively promote diversity, equity and inclusion and believe that a diverse team contributes to better ideas, stronger collaboration and greater success.
If you are an experienced Financial Planner looking for a flexible, supportive environment with excellent development opportunities, we'd love to hear from you. Please submit your CV along with a short cover note explaining why you would be a strong fit for the role and what you could bring to the team.
Financial Planner employer: Believe Resourcing
Join a dynamic and innovative team as a Backend Engineer in the UAE, where you'll have the opportunity to work with cutting-edge technologies in a fast-paced environment. Our company fosters a collaborative culture that encourages continuous learning and professional growth, offering competitive salaries and the flexibility of remote work. With a focus on fintech and e-commerce, you'll be part of a mission-driven organisation that values your contributions and supports your career aspirations.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Believe Resourcing. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Believe Resourcing.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Believe Resourcing's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Believe Resourcing
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Believe Resourcing.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Believe Resourcing will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Believe Resourcing employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
