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- Tasks: Help clients achieve their financial goals with personalised planning and exceptional service.
- Company: Join a reputable FCA-regulated firm in Hampshire with a client-focused culture.
- Benefits: Competitive salary, professional development, and the chance to make a real difference.
- Why this job: Be a key player in transforming clients' financial futures while advancing your career.
- Qualifications: Level 4 qualification and strong client management skills required.
- Other info: Opportunity for occasional travel and excellent career growth.
The predicted salary is between 36000 - 60000 £ per year.
Are you passionate about helping clients achieve their financial goals? An FCA-regulated firm is looking for a dedicated Financial Planner to join their Hampshire office. This is an excellent opportunity to deliver exceptional service, grow your professional portfolio, and make a real difference.
In this role, you’ll manage existing clients and develop new relationships, creating personalized financial plans that align with their aspirations—all while ensuring compliance with FCA regulations. If you’re proactive, client-focused, and eager to advance your career, we want to hear from you.
Required Skills- Proven ability to attract and develop clients
- Level 4 qualification (CII or CISI), studying towards Level 6
- Current Statement of Professional Standing
- Clear communicator, able to simplify complex information
- Autonomous worker with strong teamwork skills
- Able to produce high-quality work within deadlines
- Experience in FCA environments
- Knowledge of working with solicitors, accountants, or portfolio managers
- Familiarity with financial planning software
- Relevant financial planning qualifications (Level 4+, working towards Level 6)
- Strong understanding of FCA regulations and client management
- Occasional travel
- Commitment to FCA Conduct Rules and compliance standards
Ready to make your next career move? Apply now to become a key player in our Hampshire team and help clients achieve their financial dreams!
Financial Planner – Hampshire in Bristol employer: Davies Resourcing
Contact Detail:
Davies Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner – Hampshire in Bristol
✨Tip Number 1
Network like a pro! Attend industry events, join local finance groups, and connect with other professionals on LinkedIn. The more people you know, the better your chances of landing that Financial Planner role.
✨Tip Number 2
Show off your skills! Prepare a portfolio showcasing your past successes in client management and financial planning. This will help you stand out during interviews and demonstrate your ability to deliver exceptional service.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your communication skills. Being able to simplify complex information is key, so make sure you're ready to impress.
✨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 about their job search!
We think you need these skills to ace Financial Planner – Hampshire in Bristol
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 client management experience and any relevant qualifications, like your Level 4 or ongoing Level 6 studies.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about helping clients achieve their financial goals. Share specific examples of how you've developed client relationships and simplified complex information in the past.
Showcase Your Compliance Knowledge: Since we’re FCA-regulated, it’s crucial to demonstrate your understanding of compliance standards. Mention any experience you have with FCA regulations and how you’ve ensured compliance in your previous roles.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Davies Resourcing
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge, especially around FCA regulations. Be ready to discuss how you've helped clients achieve their goals in the past and how you can apply that experience in this new role.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've attracted and developed client relationships. Think about specific instances where you’ve simplified complex information for clients, as this will demonstrate your clear communication skills.
✨Demonstrate Teamwork and Autonomy
Be ready to talk about times when you've worked both independently and as part of a team. This role requires a balance of autonomy and collaboration, so highlight your ability to thrive in both environments.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to client management and compliance. This shows your genuine interest in the role and helps you understand how you can contribute to their success.
