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- Tasks: Manage client relationships and generate new business in financial planning.
- Company: Boutique wealth planning firm with a focus on personalised service.
- Benefits: Competitive salary, bonuses, and hybrid working options.
- Why this job: Join a growing team and make a real difference in clients' financial lives.
- Qualifications: Level 4 diploma and 2+ years of advising experience required.
- Other info: Opportunity for career progression towards chartered status.
The predicted salary is between 51600 - 57200 £ per year.
A boutique financial planning business based in Dorking is seeking a Financial Planner/Adviser on an employed basis, although self-employed candidates will be considered. The role involves managing existing clients and generating new business.
The firm provides a full suite of advice covering Pensions, Investments, Tax Planning, IHT, Trusts, and some Protections to high-net-worth retirees, families, and City professionals across Surrey, Sussex, Hampshire, and some based in London.
Key responsibilities include:
- Conducting annual reviews
- Initial meetings with prospective clients
- Building upon the anticipated influx of business
Applicants must have a level 4 diploma and at least 2 years of advising experience. While working towards chartered status is ideal, it is not essential.
The Director is offering a basic salary between £60k - £65k, along with an attractive benefits package and discretionary bonus.
If you are interested in this or any other Adviser roles, please get in touch.
Financial Planner employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network like a pro! Get out there and connect with other financial planners and industry professionals. Attend local events or join online forums to make those valuable connections that could lead to job opportunities.
✨Tip Number 2
Show off your expertise! Create a personal brand by sharing insights on social media or writing articles about financial planning topics. This not only showcases your knowledge but also helps you stand out to potential employers.
✨Tip Number 3
Prepare for interviews like it’s game day! Research the company, understand their client base, and be ready to discuss how your experience aligns with their needs. Confidence is key, so practice your pitch!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Financial Planner role. Plus, it shows you’re serious about joining our team and makes it easier for us to find your application.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your experience in managing clients and generating new business, as well as your qualifications like the level 4 diploma. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your skills align with what we’re looking for. Don’t forget to mention your experience with HNW clients and any plans for chartered status.
Showcase Your Achievements: When detailing your past roles, focus on specific achievements rather than just duties. Did you exceed targets? Build strong client relationships? We love to see numbers and success stories that demonstrate your impact!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Financial Divisions
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning, especially in areas like pensions, investments, and tax planning. Being able to discuss these topics confidently will show the interviewer that you're not just qualified but genuinely passionate about the field.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've successfully managed client relationships or generated new business. This will help demonstrate your ability to handle the responsibilities of the Financial Planner role effectively.
✨Ask Insightful Questions
Come prepared with questions that show your interest in the company and its clients. For instance, ask about their approach to client retention or how they foresee the market evolving. This not only shows your enthusiasm but also helps you gauge if the firm aligns with your career goals.
✨Dress the Part
Even though the role is hybrid, make sure to dress professionally for the interview. First impressions matter, and looking polished can set a positive tone for the conversation. Aim for smart business attire that reflects the professionalism of the financial industry.
