At a Glance
- Tasks: Provide tailored financial advice and build strong client relationships.
- Company: Join a high-performing team in a collaborative environment.
- Benefits: Competitive salary, generous holiday, private medical insurance, and pension scheme.
- Other info: Agile working with opportunities for professional growth and development.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: 3+ years in Financial Planning and Level 4 Diploma required.
The predicted salary is between 50000 - 60000 £ per year.
An opportunity has arisen for an experienced and client-focused Financial Planner to join a high-performing and collaborative team environment. This role is suited to an individual who is motivated, commercially minded, and committed to delivering high-quality financial advice. The successful candidate will play a key role in supporting clients to achieve their long-term financial objectives, providing clear, strategic guidance across a range of financial planning needs.
Based in Plymouth, you will be responsible for managing and developing client relationships across the South West region. You will deliver holistic financial planning advice, supporting clients through key financial decisions and life events, and helping them maximise their financial position over the long term. You will inherit an existing client portfolio, with the opportunity to grow your client base through strong service delivery and relationship management. The role operates within a collaborative team structure, where individual contribution is recognised and valued.
Responsibilities
- Provide tailored, holistic financial planning advice aligned to individual client objectives
- Translate complex financial information into clear, actionable strategies
- Build and maintain strong, trusted client relationships
- Conduct regular client reviews in line with agreed service levels, ensuring recommendations remain appropriate and effective
- Proactively identify client needs and provide forward-looking, solutions-based advice
- Develop a strong understanding of the firm’s financial planning proposition and communicate this effectively to clients
- Maintain accurate and compliant client records using internal systems and CRM tools
- Undertake ongoing professional development to meet regulatory requirements and support continued career growth
- Collaborate with colleagues to enhance client outcomes and overall service delivery
Required Skills
- Minimum of 3 years’ experience in a Financial Planning role
- Diploma qualified in Financial Planning (Level 4 or equivalent)
- Holds a current Statement of Professional Standing (SPS)
- Experience using CRM systems and cashflow modelling software
- Demonstrable track record of building and maintaining long-term client relationships
- Strong belief in holistic, client-centric financial planning
- Commercially aware, with the ability to convert opportunities into lasting client relationships
- Proactive, solution-oriented approach with accountability for outcomes
- Strong interpersonal and communication skills, with the ability to explain complex information clearly
- Collaborative mindset and ability to contribute to a high-performing team culture
Pay range and compensation package
- Competitive pension scheme (6% employer / 3% employee contribution)
- 26 days’ holiday plus bank holidays
- Private medical insurance
- Life assurance (4x salary)
- Group income protection
- Agile working environment with opportunities to contribute to a variety of projects and initiatives
Financial Planner in Plymouth employer: Davies Talent Solutions
Join a dynamic and supportive team as a Financial Planner in Plymouth, where your expertise will be valued and rewarded. With a strong focus on employee growth, you will benefit from ongoing professional development and a collaborative work culture that encourages innovation and client-centric solutions. Enjoy a competitive compensation package, including a generous pension scheme, private medical insurance, and the flexibility of an agile working environment, making this an excellent opportunity for those seeking meaningful and impactful employment.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Plymouth
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend local 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
Showcase your expertise! When you get the chance to meet potential employers, be ready to discuss your experience and how you can help clients achieve their financial goals. Bring along examples of your past successes to really impress them.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Use this opportunity to reiterate your enthusiasm for the role and remind them why you’re the perfect fit for their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for talented Financial Planners like you. Plus, it’s a great way to ensure your application gets seen by the right people.
We think you need these skills to ace Financial Planner in Plymouth
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in financial planning. We want to see how your skills align with our client-focused approach and the specific needs of the role.
Showcase Your Client Relationships:Since building strong, trusted client relationships is key for us, share examples of how you've successfully managed client portfolios in the past. This will help us understand your approach to client care and relationship management.
Be Clear and Concise:When writing your application, keep it straightforward and to the point. We appreciate clarity, especially when it comes to complex financial information. Make it easy for us to see your qualifications and experience.
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Davies Talent Solutions
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge. Be ready to discuss various strategies and how they align with client objectives. This shows you're not just a number cruncher but someone who genuinely understands the nuances of financial advice.
✨Build Rapport with Your Interviewers
Since this role is all about client relationships, demonstrate your interpersonal skills during the interview. Engage with your interviewers, ask them questions, and show genuine interest in their experiences. This will highlight your ability to connect with clients.
✨Prepare for Scenario Questions
Expect to be asked how you would handle specific client situations. Think of examples from your past experience where you provided tailored advice or resolved complex issues. This will showcase your problem-solving skills and client-centric approach.
✨Showcase Your Collaborative Spirit
This role thrives in a team environment, so be prepared to discuss how you've worked with others in the past. Share examples of how you contributed to team success and how you value collaboration in achieving client outcomes.
