At a Glance
- Tasks: Manage client portfolios and deliver tailored financial advice.
- Company: Join a leading national independent financial planning firm.
- Benefits: Competitive salary, career growth, and supportive team environment.
- Other info: Dynamic role with opportunities for professional development in finance.
- Why this job: Make a real difference in clients' financial futures while developing your expertise.
- Qualifications: Level 4 qualified with experience in high-value client advisory.
The predicted salary is between 36000 - 60000 € per year.
We are recruiting an experienced Financial Planner to join a national independent financial planning and investment management group. The role involves taking responsibility for an established portfolio of long‑standing clients, ensuring client continuity and service delivery.
Responsibilities:
- Maintain existing client relationships and conduct regular reviews.
- Deliver advice in line with FCA standards.
- Work closely with paraplanners and central support teams to prioritize client engagement and advice quality over administration.
- Operate within a robust compliance framework and advise higher‑value clients.
Qualifications:
- Level 4 qualified adviser with several years of experience.
- Experience advising higher‑value clients and operating within a robust compliance framework.
- Familiarity with Intelligent Office is beneficial, though not essential.
- Right to work in the United Kingdom.
Study and Employment Details:
- Seniority level: Mid‑Senior level
- Employment type: Full‑time
- Job functions: Customer Service, Finance, and Analyst
- Industries: Investment Management and Financial Services
- Location: North Yorkshire, England, United Kingdom
Pay range is based on skills and experience — talk with your recruiter to learn more.
Financial Planner - National Firm employer: Fram Search
Join a leading national independent financial planning and investment management group that prioritises client relationships and service excellence. With a strong commitment to employee development, we offer a collaborative work culture where you can thrive alongside experienced professionals, ensuring meaningful engagement with higher-value clients. Located in the picturesque North Yorkshire, our firm provides a supportive environment that fosters growth and compliance, making it an ideal place for dedicated financial planners seeking to make a significant impact.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner - National Firm
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Tailor your responses to show how your experience aligns with their needs, especially when it comes to maintaining client relationships and delivering quality advice.
✨Tip Number 3
Practice your pitch! Be ready to explain how you’ve successfully managed higher-value clients in the past and how you ensure compliance while delivering top-notch service. Confidence is key!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Financial Planner - National Firm
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Financial Planner role. Highlight your qualifications, especially your Level 4 certification, and any relevant experience with higher-value clients.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention your experience in maintaining client relationships and how you ensure compliance with FCA standards.
Showcase Your Client Engagement Skills:In your application, emphasise your ability to engage with clients effectively. Share examples of how you've conducted regular reviews and delivered quality advice, as this is key to our service delivery.
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 Fram Search
✨Know Your Clients
Before the interview, take some time to research the types of clients the firm works with. Understanding their needs and how you can add value will show that you're not just a candidate, but someone who genuinely cares about client relationships.
✨Brush Up on Compliance
Since the role involves operating within a robust compliance framework, make sure you're familiar with FCA standards and regulations. Be prepared to discuss how you've navigated compliance in your previous roles, as this will demonstrate your capability to handle higher-value clients.
✨Showcase Your Experience
Highlight your Level 4 qualifications and any relevant experience you have advising higher-value clients. Use specific examples from your past roles to illustrate your expertise and how it aligns with the responsibilities of the position.
✨Engage with the Team
The role requires working closely with paraplanners and support teams, so be ready to discuss how you collaborate with others. Share examples of how you've prioritised client engagement and advice quality over administration in your previous positions.
