At a Glance
- Tasks: Provide tailored financial advice and build strong client relationships.
- Company: Award-winning independent financial advisory firm with a passion for quality service.
- Benefits: Competitive salary, car allowance, bonuses, and opportunities for professional growth.
- Other info: Exciting growth plans and a supportive environment for career advancement.
- Why this job: Join a respected firm and make a real difference in clients' financial lives.
- Qualifications: Diploma Level 4 or above in finance and excellent communication skills.
The predicted salary is between 70000 - 70000 £ per year.
Our client is a well-established independent financial advisory business, holding Chartered status, named a winner in the "Best Firms to Work For" category at the Professional Adviser Awards 2026.
Midlands - employed Financial Planner: Basic salary is up to £70,000 + £6,000 car allowance and then bonus on top.
With services available from locations across the East Midlands and London, their passion for providing the highest quality service means you can enjoy the best of both worlds - dedicated personal service and tailored wealth solutions, with appointments offered in-person and online.
They provide fully independent advice to personal and corporate clients, including investment management, retirement planning and protection solutions for individuals and businesses. This is a well-established IFA company, which also has some exciting growth plans. They have a lot of investment in their business as they are part of a highly respected high net worth accountancy firm.
Professional requirements for Financial Planner role:
- Excellent communication, interpersonal, presentation and relationship‑building skills, with the confidence to ask clients insightful and appropriate questions.
- Strong active listening skills, with the ability to explain complex financial concepts clearly and in a way clients can easily understand.
- Qualified to Diploma Level 4 or above, with a clear commitment to continued professional development and further advancement through examinations.
- Holds a current and valid Statement of Professional Standing (SPS).
Financial Planner employer: CFP JOBS
As a well-established independent financial advisory business with Chartered status, our client offers an exceptional work environment for Financial Planners in the Midlands. With a competitive salary package, including a generous car allowance and bonus potential, employees benefit from a culture that prioritises professional development and personal service. The company's commitment to quality and growth, backed by a respected high net worth accountancy firm, ensures that team members have ample opportunities for career advancement while enjoying a supportive and dynamic workplace.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant online groups. The more people you know, the better your chances of landing that Financial Planner role.
✨Tip Number 2
Practice your pitch! You never know when you'll meet someone who could help you land a job. Be ready to explain who you are, what you do, and why you're passionate about financial planning in a clear and engaging way.
✨Tip Number 3
Show off your skills! If you have a portfolio or case studies showcasing your financial planning expertise, bring them along to interviews or networking events. This will help you stand out and demonstrate your value to potential employers.
✨Tip Number 4
Apply through our website! We make it super easy for you to find and apply for the best Financial Planner positions. Plus, we’re always on the lookout for talented individuals like you, so don’t miss out!
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Financial Planner role. Highlight your communication and relationship-building skills, as these are key for us in this position.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how your qualifications align with our client’s needs. Keep it personal and engaging!
Showcase Your Qualifications:Don’t forget to mention your Diploma Level 4 or above and your Statement of Professional Standing. We want to see your commitment to professional development, so include any relevant courses or certifications.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest 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 CFP JOBS
✨Know Your Numbers
Brush up on your financial knowledge and be ready to discuss key concepts like investment management and retirement planning. This shows you’re not just qualified but genuinely passionate about the field.
✨Practice Active Listening
During the interview, focus on really listening to the questions being asked. This will help you respond thoughtfully and demonstrate your strong interpersonal skills, which are crucial for a Financial Planner.
✨Prepare Insightful Questions
Think of some insightful questions to ask your interviewers about their services or growth plans. This not only shows your interest in the role but also your ability to engage clients with appropriate questions.
✨Showcase Your Communication Skills
Be clear and concise when explaining your experience and qualifications. Use examples that highlight your ability to simplify complex financial concepts, as this is key to building relationships with clients.
