At a Glance
- Tasks: Provide tailored financial planning advice and build long-term client relationships.
- Company: Established financial planning firm with a strong reputation and supportive team.
- Benefits: Generous holiday, annual bonus, private medical insurance, and professional development support.
- Other info: Collaborative environment with opportunities for growth and ongoing learning.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Level 4 Diploma in Financial Planning and experience in client management.
The predicted salary is between 36000 - 60000 £ per year.
The successful candidate will work closely with an established team of financial planners, providing holistic financial planning advice tailored to individual circumstances and long-term objectives. There is a unique opportunity here to take on an existing book of clients to work with and build upon, alongside the firm continuing to generate lots of new enquiries through referrals and their brand. The ideal person would work with the clients on offer and look to develop these relationships and this book further over time. There is an experienced paraplanning and admin team to support you with the back office side of things.
Key Duties
- Provide holistic financial planning and regulated advice across pensions, investments, protection and IHT
- Conduct detailed fact‑finding, cashflow planning and suitability assessments
- Create and deliver tailored financial plans aligned to client goals and risk profiles
- Maintain long-term client relationships through regular reviews and proactive communication
- Ensure advice meets regulatory standards and internal quality requirements
- Collaborate with paraplanners to produce accurate research and suitability reports
- Stay up to date with legislation, market changes and best practice
Benefits
- Non‑contributory pension scheme
- Annual Bonus Scheme
- Death in service cover
- 25–30 days holiday + bank holidays
- Full support for CII exams and ongoing professional development
- Private medical insurance
About You
- Level 4 Diploma in Financial Planning and a desire to continue developing professionally.
- Proven experience advising clients and managing long-term relationships
- A track record of developing relationships.
- Collaborative, ethical and client‑focused approach
- Experience presenting or attending in‑person meetings would be advantageous
Financial Planner employer: Grove Talent Solutions
Join a modern, independent financial planning firm in Kettering that prioritises employee growth and development. With a strong focus on training, exam support, and a collaborative work culture, this role as a Junior Paraplanner offers a unique opportunity to advance your career in a supportive environment. Experience the benefits of working in a professional setting that values accuracy, compliance, and teamwork, making it an excellent employer for those looking to make a meaningful impact in financial services.
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 events, join online forums, and don’t be shy about reaching out on LinkedIn. Building relationships can lead to referrals and job opportunities.
✨Tip Number 2
Show off your skills in interviews! Prepare to discuss your experience with holistic financial planning and how you've successfully managed client relationships. Use real examples to demonstrate your expertise and how you can add value to the team.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great chance to reiterate why you’re the perfect fit for the position.
✨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, applying directly shows your interest in being part of 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 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 the role, so don’t hold back on showcasing your achievements!
Showcase Your Client Relationships:Since building long-term client relationships is key, share specific examples of how you've successfully managed and developed client portfolios in the past. We love hearing about your success stories!
Be Clear and Concise:When writing your application, keep it straightforward and to the point. We appreciate clarity, so avoid jargon and make sure your passion for financial planning shines through!
Apply Through Our Website:We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity!
How to prepare for a job interview at Grove Talent Solutions
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning, especially around pensions, investments, and protection. Familiarise yourself with the latest regulations and market trends, as this will show that you're proactive and serious about the role.
✨Showcase Your Relationship Skills
Since building long-term client relationships is key, be ready to share examples of how you've successfully managed client relationships in the past. Think about specific instances where you’ve gone above and beyond for a client or turned a challenging situation into a positive outcome.
✨Prepare for Fact-Finding
Expect to discuss your approach to detailed fact-finding and cashflow planning. Prepare to explain how you assess client needs and tailor your advice accordingly. Practising this will help you articulate your process clearly during the interview.
✨Collaborate and Communicate
Highlight your ability to work with paraplanners and admin teams. Be prepared to discuss how you ensure accurate research and suitability reports are produced. This shows that you value teamwork and understand the importance of collaboration in delivering quality service.
