At a Glance
- Tasks: Provide tailored financial advice and build strong client relationships.
- Company: Award-winning independent financial advisory firm with a focus on quality service.
- Benefits: Up to £70k salary, £6k car allowance, bonuses, and professional development.
- Other info: Hybrid working model with opportunities for personal and professional growth.
- Why this job: Join a respected firm with exciting growth plans and make a real impact.
- 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).
Independent Financial Planner – Hybrid, up to £70k + car employer: CFP JOBS
As a well-established independent financial advisory business with Chartered status, our client offers an exceptional work environment that prioritises employee growth and development. With a competitive salary of up to £70,000 plus a car allowance, employees benefit from a supportive culture that values personal service and tailored wealth solutions, alongside exciting growth opportunities within a respected high net worth accountancy firm. The hybrid working model allows for flexibility, making it an attractive choice for those seeking meaningful and rewarding employment in the Midlands.
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Planner – Hybrid, up to £70k + car
✨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
Showcase your skills! When you get the chance to meet potential employers, whether in person or online, make sure to highlight your communication and relationship-building skills. Share examples of how you've explained complex financial concepts to clients in a way they can understand.
✨Tip Number 3
Prepare for interviews by researching the company and its values. Since this role is with a well-established IFA, understanding their approach to client service and tailored wealth solutions will help you stand out. Tailor your answers to reflect their passion for quality service!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you prepare for your application and interview process. Plus, applying directly shows your enthusiasm for the role and gives you a better chance of landing that dream job!
We think you need these skills to ace Independent Financial Planner – Hybrid, up to £70k + car
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the job description. Highlight your communication and relationship-building skills, as these are key for the Financial Planner role.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're passionate about financial planning and how you can contribute to our client's success. Be sure to mention your commitment to professional development and any relevant qualifications.
Showcase Your Listening Skills:In your application, emphasise your active listening abilities. We want to see how you can understand client needs and explain complex concepts in a straightforward way. This is crucial for building trust with clients.
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 during the process.
How to prepare for a job interview at CFP JOBS
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around investment management and retirement planning. Be ready to explain complex concepts in simple terms, as this is key for the role.
✨Showcase Your Communication Skills
Practice articulating your thoughts clearly and confidently. Use examples from your past experiences where you've successfully built relationships with clients or explained intricate financial matters.
✨Ask Insightful Questions
Prepare a few thoughtful questions about the company’s growth plans or their approach to client service. This shows your genuine interest and helps you stand out as a candidate who is engaged and proactive.
✨Demonstrate Your Commitment to Development
Be ready to discuss your professional qualifications and any ongoing education. Highlight your commitment to continuous learning and how it aligns with the company's values of providing high-quality service.
