At a Glance
- Tasks: Build strong client relationships and provide personalised financial planning services.
- Company: Join Monenti Partners, a leading independent Financial Planning firm in London.
- Benefits: Earn up to £75,000, enjoy hybrid working, and receive full support for professional exams.
- Other info: Dynamic team culture focused on integrity, diligence, and continuous professional development.
- Why this job: Make a real impact on clients' financial freedom while growing your career.
- Qualifications: Experience as a Financial Adviser and a Diploma in Financial Planning required.
Want to make an application Make sure your CV is up to date, then read the following job specs carefully before applying.
The Person: The successful Financial Planner (Financial Advisor, Financial Adviser, IFA) will be a warm relationship builder who is service orientated and who is capable of delivering a personalised and holistic financial planning service of the highest standard, providing clarity and empowering clients to make informed decisions. You will receive the support and funding to enable you to progress professionally, working towards becoming Chartered (if you are not already). The successful Financial Planner will be aspirational and keen to make a significant contribution to the growth of a progressive and ambitious firm while being invested in, valued and rewarded accordingly.
Salary and Benefits: This is an employed role paying a salary of up to £75,000 + option for hybrid working + CPD and full support with professional exams + bonus + 25 days holiday + bank holidays + long service additional leave award + company pension + private medical cover + death in service cover + cycle to work scheme + season ticket loan.
The Company: Monenti Partners was established with a mission to set the benchmark for the quality of financial planning they offer to their clients and the positive outcomes they deliver for them as a result, taking their clients from Financial Uncertainty to Financial Freedom. They are a firm where both excellence and fair treatment are central to their culture, operating with a clear set of values Integrity, Diligence, Commitment, Energy and Curiosity values which guide their every action and serve as the standard to which they hold themselves accountable.
Financial Planner (Financial Adviser, Financial Advisor, IFA)
Responsibilities:
Service and develop strong relationships with an established portfolio of clients.
Conduct client meetings, providing a highly personalised, holistic financial planning service.
Life planning and goal setting
Cashflow forecasting (using Voyant).
Investment and portfolio construction.
Pension and retirement planning.
Inheritance tax and estate planning
Contingency planning
Capital protection.
Ongoing investment and portfolio reviews.
Work with Paraplanning support team to ensure all technical advice is expertly prepared prior to meetings and that all client wishes are followed in an appropriate and timely manner.
Ensure all regulatory and compliance standards are met.
Contribute to the ongoing growth and development of best practice within the business.
Financial Planner (Financial Adviser, Financial Advisor, IFA), Skills and Experience:
Experience of working as a Financial Adviser, providing a comprehensive Financial Planning service.
Experience of all areas of financial planning cashflow forecasting, taxation, investment portfolio management, pensions, protection, estate planning etc.
Diploma in Financial Planning (Dip PFS, Level 4) and either Chartered or keen to work towards becoming a Certified/Chartered Financial Planner (full support with this will be provided).
A keen listener, a strong relationship builder and collaborative team player with a caring, customer centric approach.
Quality focused, analytical with excellent attention to detail.
Dawn OShea is the Recruitment Partner, recruiting the Financial Planner ( Financial Adviser, Financial Advisor, IFA) d irectly on behalf of Monenti Partners so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.
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Financial Adviser in Islington employer: CV Elite Ltd
Monenti Partners is an exceptional employer located in the heart of central London, offering a dynamic work environment where excellence and integrity are at the forefront of their culture. As a Financial Planner, you will benefit from comprehensive professional development support, including funding for your Chartered qualifications, alongside a competitive salary and generous benefits package. The firm values its employees, fostering a collaborative atmosphere that encourages personal growth and meaningful contributions to the success of both clients and the company.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser in Islington
✨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
Prepare for interviews by researching Monenti Partners thoroughly. Understand their values and mission, and think about how your skills align with their goals. This will help you stand out as a candidate who truly gets what they’re about.
✨Tip Number 3
Practice your pitch! Be ready to explain how you can provide that personalised, holistic financial planning service they’re looking for. Use examples from your past experiences to show how you’ve built strong client relationships and delivered results.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining a firm that values integrity and commitment, just like you do.
We think you need these skills to ace Financial Adviser in Islington
Some tips for your application 🫡
Keep Your CV Fresh:Before you hit that apply button, make sure your CV is up to date. Highlight your experience as a Financial Adviser and any relevant qualifications. We want to see what makes you stand out!
Read the Job Specs Carefully:Take a good look at the job description and responsibilities. Tailor your application to show how your skills align with what Monenti Partners is looking for. We love it when candidates show they’ve done their homework!
Show Your Personality:Don’t be afraid to let your personality shine through in your application. Monenti Partners values warm relationship builders, so share examples of how you connect with clients and provide that personalised service.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to the right people. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at CV Elite Ltd
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around cashflow forecasting, investment strategies, and estate planning. Being able to discuss these topics confidently will show that you're ready to take ownership of a complex portfolio.
✨Showcase Your Relationship Skills
Since the role requires strong relationship-building skills, think of examples from your past experiences where you've successfully built rapport with clients. Be prepared to share how you approach client meetings and ensure their needs are met.
✨Align with Their Values
Monenti Partners values integrity, diligence, commitment, energy, and curiosity. During the interview, highlight how your personal values align with theirs and provide examples of how you've demonstrated these qualities in your previous roles.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to financial planning and their expectations for the role. This not only shows your interest but also helps you gauge if the company culture is the right fit for you.
