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For Companies At a Glance
- Tasks: Help clients achieve their financial goals with expert advice and personalised support.
- Company: Values-driven financial planning practice known for innovation and client relationships.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Make a real difference in clients' lives while growing your financial expertise.
- Qualifications: Level 4 qualified or aspiring Chartered Financial Planner with a passion for learning.
- Other info: Join a dynamic team focused on continuous improvement and exceptional client service.
The predicted salary is between 36000 - 60000 £ per year.
We are currently recruiting for a highly regarded Financial Planning practice based in Leatherhead who are looking for a Financial Planner to service existing clients.
The Company
The business is a values-driven organisation. Their focus is to offer creative, independent wealth management and advisory services for clients across the UK. With a reputation for innovation, insight and excellence, underpinned by robust academic research, they pride themselves on their relationships with clients – providing one-on-one support and their uniquely structured approach to wealth management, the Financial Success Programme. Their clients and team describe them as trusted, caring and aspirational.
Our values are:
- To think long-term
- Do the right thing
- Be open, honest and transparent
- Go the extra mile
- Be innovative
- Act with integrity
The Role
They are committed to providing their clients with exceptional service. You will be working directly with existing clients and their families, supporting them to achieve their financial planning goals and giving expert advice on:
- Investment and portfolio construction
- Cashflow planning and modelling
- Pension and retirement planning
- Inheritance tax and estate planning
- Capital protection
- Life planning and goal setting
You will also be responsible for carrying out ongoing investment reviews, regularly assessing progress towards and achievement of goals, and supporting their relationships with our professional partners across legal, tax, probate and accountancy disciplines.
Areas of Responsibility
- Developing close, long term relationships with existing clients.
- Acquiring new financial advice business, using your own and the firm’s current strategies.
- Meeting annual new business targets.
- Conducting engaging professional client meetings, ensuring all client wishes are followed through in an appropriate and timely manner.
- Working with our client servicing team to ensure all technical advice is expertly prepared in advance of client meetings, including recommendations and presentations.
- Taking responsibility for compliance across all aspects of client records.
- Maintaining your own continued professional development, including further study for professional qualifications and appropriate soft skills and management training.
- Ensuring that your knowledge of legislative, compliance and industry developments is up to date and, where appropriate, attend relevant professional events.
Skills & Competencies
- A keen listener, enjoys building and developing close client relationships; embodying the company's values in an ambassadorial role.
- A role model for professional conduct within the team.
- A driving force for inspiring and motivating others.
- Working collaboratively within the team and with external suppliers.
- Adept at using multiple forms of communication to great effect - knowing when and how to use each for the best outcome.
- Enjoys analysing information to evaluate efficient courses of action.
- Has excellent attention to detail and a thorough approach to documentation preparation within a strong best practice environment.
- Producing quality work in a timely manner to the highest level of client service.
- Strength in planning, taking ownership and organising work in order to deliver on our business objectives.
- Demonstrating commercial awareness and focus.
- A self-motivated and innovative thinker who relishes the challenge of problem solving, whilst demonstrating resilience and agility.
- A strong desire to develop themselves and others to be truly excellent.
- Thrives in an environment of continuous improvement where excellent client service is a priority.
Qualifications / Experience
Essential
- Unrestricted right to work in the UK.
- Ideally a Chartered Financial Planner, minimum Level 4 qualified, a desire to continually learn and progress qualifications (support provided).
- Maintained CPD records.
- Current SPS certificate.
Desirable
- A working knowledge of the following would be helpful: IRESS’s Adviser Office and Morningstar’s Adviser Workstation.
- An existing client bank is not a prerequisite although will be actively considered.
Financial Planner - Leatherhead employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - Leatherhead
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your skills! When you get the chance to meet with potential employers, be ready to discuss your experience and how it aligns with their values. Use examples from your past work to demonstrate your ability to build relationships and provide exceptional client service.
✨Tip Number 3
Prepare for interviews by researching the company’s approach to wealth management. Familiarise yourself with their Financial Success Programme and think about how you can contribute to their mission of providing innovative and caring service to clients.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our brand. Let’s make your dream job a reality together!
We think you need these skills to ace Financial Planner - Leatherhead
Some tips for your application 🫡
Show Your Passion for Financial Planning: When writing your application, let your enthusiasm for financial planning shine through. We want to see how you connect with our values and how you can contribute to our mission of providing exceptional service to clients.
Tailor Your CV and Cover Letter: Make sure to customise your CV and cover letter for this role. Highlight your relevant experience in client relationships, investment advice, and any qualifications that align with what we’re looking for. This shows us you’ve done your homework!
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so avoid jargon and make sure your key skills and experiences are easy to spot. This helps us quickly see why you’d be a great fit for our team.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it gives you a chance to explore more about our company culture.
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Stuff
Make sure you brush up on the key areas of financial planning mentioned in the job description. Be ready to discuss investment strategies, cashflow modelling, and estate planning. Showing that you understand these concepts will demonstrate your expertise and commitment to the role.
✨Showcase Your People Skills
Since this role involves building long-term relationships with clients, be prepared to share examples of how you've successfully managed client relationships in the past. Highlight your listening skills and ability to communicate effectively, as these are crucial for a Financial Planner.
✨Align with Their Values
Familiarise yourself with the company's values and think about how you embody them. During the interview, weave in examples of how you've acted with integrity, gone the extra mile, or been innovative in your previous roles. This will show that you're not just a fit for the job, but also for the company culture.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This could be about their approach to client service or how they support ongoing professional development. Asking insightful questions shows your genuine interest in the role and helps you assess if the company is the right fit for you.
