At a Glance
- Tasks: Help clients achieve their financial goals while building strong relationships.
- Company: Join Butler Toll Financial Planners, a supportive and independent firm in Swindon.
- Benefits: Earn up to £70,000 with bonuses, flexible working, and professional development support.
- Other info: Enjoy a caring work environment with excellent career progression opportunities.
- Why this job: Make a real difference in people's lives while growing your financial planning skills.
- Qualifications: Diploma qualified with client-facing experience or a commitment to transition into financial planning.
The predicted salary is between 49500 - 60500 £ per year.
The Role: I am recruiting a Financial Planner (Financial Adviser or Trainee Financial Adviser) on behalf of Butler Toll Financial Planners, an independent Financial Planning firm, based in Swindon, Wiltshire (SN5) - flexible working is provided, with up to 4 days a week working from home.
The Person: We are happy to consider a Paraplanner or Associate Financial Planner with client facing experience, who is ready to transition into advising, or a service orientated Financial Adviser, keen to be employed by an independent financial planning firm and work in an environment where relationships and service are paramount. We will also consider a career changer with a wealth of professional services experience, who has demonstrated their commitment to transitioning into a career in financial planning, by obtaining the Diploma in Financial Planning (DipPFS or equivalent).
Working closely with experienced Advisers, the successful Financial Planner (Financial Adviser / Trainee Financial Adviser) will be Diploma qualified, intelligent, keen to learn, proactive, and detail orientated. You will have an exceptional ability to build warm and trusted relationships and will be confident, empathetic and passionate about making a difference to peoples' lives. You will also be capable of analysing and addressing clients' financial needs and goals, building trust and engendering confidence.
The Opportunity: We are looking for a Client Servicing Financial Planner, and this role is ideal for an Adviser who enjoys building strong relationships, providing ongoing service and developing your technical knowledge and financial planning skills. You will be responsible for servicing a portfolio of c.150 clients, conducting annual review meetings, building relationships and preparing recommendations.
If you have not already worked as an Independent Financial Adviser, you will receive the support and training required to enable you to deliver an exceptional financial planning service with confidence. This is an employed role, where you will be servicing an established portfolio of clients – there is no requirement to ‘sell' or build your own book of clients, as the business is well established and grows through reputation and recommendation.
Career Development: The successful Financial Planner (Financial Adviser / Trainee Financial Adviser) will enjoy a highly rewarding career, working for a caring and supportive company, who invest in, value and reward their team. As your experience and technical knowledge develop, there will be the opportunity to progress into a more senior advisory role, with more responsibility, more complex work and the support required to become Chartered.
Salary, Flexible Working and Benefits: Basic salary up to £70,000 (dependant on experience) + bonus + hybrid/flexible working (you are only required to be in the office 1-2 days per week, and we are also happy to consider flexible or part-time working arrangements for the right candidate) + benefits including support with professional qualifications and continued professional development, life cover, pension, private medical insurance and 25 days holiday + bank holidays.
The Company: Butler Toll Financial Planners was established in 1990 and is a fully independent financial planning firm, who are genuinely invested in and supportive of their clients' future. They deliver a goals-based life planning service that changes how their clients live their lives and approach their goals and that is shaped by their culture, values and people.
Working closely with the existing clients and Senior Advisers, the Financial Adviser/Trainee Financial Adviser's responsibilities will include:
- Conducting annual client reviews and confirming the ongoing suitability of existing financial arrangements.
- Providing advice and support in relation to withdrawals, encashments and top-ups to existing arrangements.
- Maintaining strong, professional relationships with clients and ensuring they receive a consistently high level of service.
- Identifying clients with more complex financial planning requirements and collaborating with, or referring to, a Senior Financial Adviser as appropriate.
- Working collaboratively with colleagues to ensure client needs are dealt with efficiently and effectively.
- Keeping accurate and compliant records and ensuring all advice is delivered in accordance with regulatory requirements.
- Continuing to develop your technical knowledge, financial planning skills and understanding of clients' wider needs.
Financial Adviser/Trainee Financial Adviser, skills and experience required:
- Diploma qualified (DipPFS or equivalent), intelligent and keen to learn.
- Client facing experience gained in a financial advisory environment OR a wealth of experience gained in a professional services environment and a commitment to transitioning into financial planning.
- A skilled client relationship builder with exceptional interpersonal skills, who is confident, caring, trustworthy and emotionally intelligent.
- An exceptional communicator, both verbally and in writing.
- A proactive team player who is analytical, organised, with a keen eye for detail.
Financial Advisor in Salisbury employer: CV Elite Ltd
Austyn Smith Associates is an exceptional employer, offering a supportive and collaborative work culture that fosters professional growth and development. Located in the picturesque town of Beaconsfield, employees benefit from a strong mentorship programme, hands-on experience with clients, and the opportunity to build meaningful relationships in the financial sector. With a commitment to excellence and employee well-being, this independent firm stands out as a rewarding place to advance your career in financial advising.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor in Salisbury
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like CV Elite Ltd. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from CV Elite Ltd.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like CV Elite Ltd. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Financial Advisor in Salisbury
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in CV Elite Ltd and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show CV Elite Ltd how you can be a team player!
How to prepare for a job interview at CV Elite Ltd
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with CV Elite Ltd.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with CV Elite Ltd's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
