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- Tasks: Help clients achieve their financial goals with personalised plans 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 grow your portfolio.
- Why this job: Make a real difference in clients' lives while advancing your finance career.
- Qualifications: 2+ years' experience, Level 4 qualification, and strong communication skills.
- Other info: Opportunity for occasional travel and excellent career growth potential.
The predicted salary is between 28800 - 48000 £ 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 will 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 are proactive, client-focused, and eager to advance your career, we want to hear from you.
Required Skills- 2+ years' experience building a client bank of £5m+
- 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 London employer: Davies Talent Solutions
Contact Detail:
Davies Talent Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - Hampshire in London
✨Tip Number 1
Network like a pro! Attend industry events, join local finance groups, and connect with fellow professionals on LinkedIn. The more people you know, the better your chances of landing that Financial Planner role.
✨Tip Number 2
Showcase your expertise! Create a portfolio that highlights your successful client relationships and financial plans. This will help you stand out when chatting with potential employers or clients.
✨Tip Number 3
Practice your pitch! Be ready to explain how you can help clients achieve their financial goals in a clear and engaging way. Remember, communication is key in this role, so make it count!
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for passionate Financial Planners. Your next big opportunity could be just a click away, so don’t miss out!
We think you need these skills to ace Financial Planner - Hampshire in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your experience in building a client bank and any relevant qualifications. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for helping clients achieve their financial goals and explain why you’re the perfect fit for our Hampshire team. Keep it personal and engaging!
Showcase Your Communication Skills: As a Financial Planner, clear communication is key. Use your application to demonstrate how you simplify complex information. We love seeing examples of how you’ve done this in past roles!
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 from our team!
How to prepare for a job interview at Davies Talent Solutions
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your understanding of financial metrics. Brush up on your experience managing a client bank of £5m+ and be ready to discuss specific strategies you used to attract and develop clients.
✨Simplify the Complex
You’ll likely encounter questions that require you to explain complex financial concepts. Practice breaking down these ideas into simple terms, showcasing your clear communication skills. This will help you connect with the interviewers and show them you can make financial planning accessible for clients.
✨Showcase Your Compliance Knowledge
Familiarise yourself with FCA regulations and be prepared to discuss how you ensure compliance in your work. Highlight any experiences where you’ve navigated regulatory challenges, as this will demonstrate your commitment to maintaining high standards in financial planning.
✨Be Proactive and Client-Focused
Prepare examples that illustrate your proactive approach to client management. Think of times when you went above and beyond to meet a client's needs or developed a personalised financial plan that made a significant impact. This will show your potential employer that you’re not just about numbers, but also about building meaningful relationships.
