At a Glance
- Tasks: Manage client relationships and provide tailored financial planning advice.
- Company: Join Oberon Investments, a supportive and innovative financial planning firm.
- Benefits: Competitive salary, performance bonuses, pension, healthcare, and support for Chartered status.
- Other info: Flexible hybrid work environment with excellent growth opportunities.
- Why this job: Make a real impact in clients' lives while advancing your career in finance.
- Qualifications: Level 4 Diploma in Financial Planning and 5 years of experience required.
The predicted salary is between 60000 - 80000 £ per year.
Office Location: London / possibly Basildon
Office/WFH Split: London / Hybrid
Salary: 60k-80k can go slightly higher for the right candidate + benefits package, including performance-based bonuses, pension and healthcare. Support towards attaining Chartered Financial Planner status.
Job Specification:
Essential - Level 4 Diploma in Financial Planning (CII or equivalent) is essential.
Reports to: Both Directors
Job Type: Full-time / Permanent
Overview: We are seeking a motivated, innovative, and highly professional Financial Planner to join our growing team. The successful candidate will have at least 5 years of experience within a Financial Planning firm, hold a Level 4 qualification in Financial Planning (or equivalent), and ideally be working towards Chartered status. This role requires a well-rounded professional who is prepared to assist in all aspects of the business, including paraplanning, administration, and client relationship management, with opportunities to develop further within a supportive environment.
Key Responsibilities:
- Client Relationship Management: Manage and develop an existing client portfolio while generating new business opportunities through referrals and networking.
- Financial Planning Advice: Provide holistic, independent financial planning advice across pensions, investments, tax planning, and protection products, ensuring solutions are tailored to individual client needs.
- Compliance and Regulatory Adherence: Ensure all activities meet the highest compliance standards and that financial advice is delivered in line with FCA regulations and company policy.
- Paraplanning and Administration Support: Assist with all aspects of paraplanning and administration, from report writing to client onboarding, as needed.
- Team Collaboration: Work closely with other IFAs, paraplanners, and administrators to ensure client needs are met efficiently and effectively.
- Study for Chartered Status: (If applicable) Commitment to continuing professional development by studying towards achieving Chartered Financial Planner status.
- Innovation and Initiative: Proactively contribute to the firm’s growth by identifying new business opportunities and improving internal processes.
Requirements:
- Qualifications: Level 4 Diploma in Financial Planning (CII or equivalent) is essential. Currently studying for, or committed to studying for, Chartered Financial Planner status is highly desirable.
- Experience: Minimum of 5 years of experience within an IFA firm.
- Skills and Competencies: Strong communication and interpersonal skills, with the ability to build and maintain lasting client relationships. Excellent organisational and time management skills. Proficiency in using financial planning software and tools. Analytical and problem-solving skills, with attention to detail. Motivated, innovative, and able to work independently or as part of a team.
Desirable Attributes:
- University degree or equivalent in a relevant field (e.g., Finance, Economics, Business).
- Demonstrable progress towards Chartered status or desire to achieve it.
- Experience in providing advice across a broad range of financial products.
- Knowledge of current financial markets and industry regulations.
What We Offer:
- Competitive salary with performance-based bonuses.
- Opportunities for career progression and development.
- Support towards attaining Chartered Financial Planner status.
- A collaborative and supportive working environment.
- Comprehensive benefits package, including pension and healthcare.
This role is ideal for someone who is hands-on, organized, and looking for a flexible work environment in a professional setting. We look forward to hearing from you!
Financial Planner in London employer: Deerfoot Recruitment Solutions
Deerfoot Recruitment Solutions Ltd is an exceptional employer, offering a dynamic work environment in the heart of Central London, where you can thrive as an IT Support Analyst. With a strong focus on employee development, you'll benefit from structured training and certifications while working closely with an IT Director who values your growth. The comprehensive benefits package, including private medical insurance and generous leave policies, combined with the opportunity to make a significant impact in a new internal IT support function, makes this a truly rewarding place to advance your career.
Contact Details:
Deerfoot Recruitment Solutions Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Deerfoot Recruitment Solutions. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planner in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Deerfoot Recruitment Solutions.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Deerfoot Recruitment Solutions's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Deerfoot Recruitment Solutions
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Deerfoot Recruitment Solutions.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Deerfoot Recruitment Solutions will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Deerfoot Recruitment Solutions employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
