Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Help clients achieve their financial goals with tailored solutions and expert advice.
- Company: Dynamic financial planning team in the vibrant Derby area.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Why this job: Make a real impact on clients' financial futures while advancing your career.
- Qualifications: 2+ years of experience and Level Four qualification in finance.
- Other info: Join a forward-thinking team committed to excellence and client success.
The predicted salary is between 36000 - 60000 £ per year.
Are you a dedicated financial professional ready to make a meaningful impact? We are seeking an experienced and driven Financial Planner to join a dynamic team in the Derby area. This is a fantastic opportunity to leverage your expertise in building a thriving client portfolio while delivering tailored financial solutions that truly make a difference. If you're passionate about guiding clients toward their financial goals and thrive in a fast‑paced environment, this role is perfect for you.
What You'll Need:
- At least 2+ years of experience, demonstrated by building a client portfolio valued at £5m+.
- Proven success in attracting new clients through effective business development strategies.
- Hold a minimum of Level Four qualification through an accredited body such as the CII or CISI.
- Possession of a valid Statement of Professional Standing.
- Strong ability to communicate complex financial information in a clear, straightforward manner.
- Capable of working independently with a proactive, self‑motivated approach, while also collaborating effectively with colleagues.
- Proven track record of producing high‑quality, timely outputs that balance a client‑focused approach with commercial objectives.
Nice to Have:
- Additional certifications or experience in specialized financial planning areas.
- Knowledge of the local Manchester market and client demographics.
Preferred Education and Experience:
- A relevant degree or professional qualification in finance or related disciplines.
- Minimum of 2 years’ experience within a similar financial planning role.
Other Requirements:
- Ability to work autonomously and maintain high standards of professionalism.
- Commitment to ongoing professional development.
Take the next step in your career today—join us in shaping the financial futures of our clients while advancing your professional journey in Manchester. Apply now and be part of a forward‑thinking team dedicated to excellence!
Financial Planner - East Midlands employer: Davies Talent Solutions
Contact Detail:
Davies Talent Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - East Midlands
✨Network Like a Pro
Get out there and connect with people in the finance industry! Attend local events, join professional groups, and don’t be shy about reaching out on LinkedIn. Building relationships can lead to referrals and opportunities that you won’t find on job boards.
✨Showcase Your Expertise
When you meet potential employers or clients, make sure to highlight your experience and success in building client portfolios. Share specific examples of how you've helped clients achieve their financial goals—this will set you apart from the competition!
✨Tailor Your Approach
Every interaction is a chance to impress, so tailor your pitch to the audience. Whether you're chatting with a potential employer or a networking contact, make sure to align your skills and experiences with what they value most in a Financial Planner.
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us not only shows your interest but also gives you a better chance to stand out. We’re excited to see how you can contribute to our dynamic team!
We think you need these skills to ace Financial Planner - East Midlands
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences mentioned in the job description. Highlight your achievements in building client portfolios and any relevant qualifications to show us you’re the right fit 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 make a difference for our clients. Share specific examples of your success in attracting new clients and delivering tailored solutions.
Showcase Your Communication Skills: Since clear communication is key in this role, ensure your application materials are well-structured and easy to read. We want to see how you can convey complex financial information simply and effectively.
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 Davies Talent Solutions
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your expertise in managing client portfolios. Brush up on your past successes, especially those that showcase your ability to build a portfolio valued at £5m+. Be ready to discuss specific strategies you used to attract new clients and how you achieved those results.
✨Communicate Clearly
You’ll be expected to explain complex financial concepts in a straightforward manner. Practice articulating your thoughts clearly and concisely. Consider using examples from your experience to illustrate how you’ve successfully communicated with clients in the past.
✨Show Your Proactivity
This role requires a self-motivated approach, so be prepared to share instances where you took the initiative. Think of examples where you identified opportunities for clients or improved processes within your previous roles. This will show your potential employer that you can work independently while still being a team player.
✨Stay Updated on Market Trends
Having knowledge of the local Manchester market and client demographics can set you apart. Research current trends and challenges in the financial planning sector, particularly in the East Midlands. Being able to discuss these insights during your interview will demonstrate your commitment to ongoing professional development and your understanding of the market.
