At a Glance
- Tasks: Provide holistic financial planning and advice to diverse clients.
- Company: Modern, independent financial planning firm with a client-focused approach.
- Benefits: Negotiable salary, bonus scheme, hybrid working, and up to 30 days holiday.
- Other info: Strong training opportunities and a collaborative, ethical work environment.
- Why this job: Join a growing team and develop long-term client relationships while advancing your career.
- Qualifications: Level 4 Diploma in Financial Planning and experience in a financial planning firm.
The predicted salary is between 30000 - 40000 £ per year.
A well-established, modern, independent financial planning firm is looking to add a Financial Planner to its growing team. This is an excellent opportunity to join a genuinely client-focused business that prioritises long-term relationships, high-quality advice, and the highest professional standards. The firm advises a broad and diverse client base and continues to grow year on year. It has also built a strong reputation for developing its people and supporting long-term career progression.
The Role
Due to the redistribution of clients within the business, the firm is looking to appoint a Financial Planner to take over an existing client bank. This portfolio includes clients with a wide range of financial planning needs across pensions, investments, tax, and protection. The role offers strong training and development opportunities. Client meetings are primarily conducted virtually, with some in-person meetings required for clients visiting the office. This position would suit an individual who holds the Level 4 Diploma in Financial Planning, has experience within an IFA or financial planning firm, and is now looking to transition into an advice-focused role. Strong communication skills and a client-first mindset are essential.
Key Responsibilities
- Provide holistic financial planning and regulated advice across a wide range of case types
- Conduct detailed fact-finding, cashflow modelling, and suitability assessments
- Create and deliver tailored financial plans aligned to clients' objectives and risk profiles
- Build and maintain long-term client relationships through regular reviews and proactive communication
- Work closely with paraplanners to produce accurate research and suitability reports
Candidate Profile
- Level 4 Diploma in Financial Planning
- Previous experience within a financial planning or IFA firm
- Excellent verbal and written communication skills
- A genuine interest in developing long-term client relationships
- Collaborative, ethical, and client-focused approach
Benefits
- Bonus scheme
- Hybrid Working
- Fantastic holiday allowance of up to 30 days Annual Holiday + Bank Holidays (Salary Purchase)
- Private Medical Insurance
- Strong Pension Scheme
- CII Exams & Membership funding
Junior Financial Planner (Desk-Based) in Newcastle upon Tyne employer: Grove Talent Solutions
Join a well-established, independent financial planning firm in Newcastle that champions a client-first approach and prioritises long-term relationships. With a strong commitment to employee development, this company offers robust training opportunities, a generous holiday allowance, and a hybrid working model, making it an ideal environment for those seeking meaningful career growth in the financial sector.
StudySmarter Expert Advice🤫
We think this is how you could land Junior Financial Planner (Desk-Based) in Newcastle upon Tyne
✨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 Grove Talent 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 Junior Financial Planner (Desk-Based) in Newcastle upon Tyne
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 Grove Talent 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 Grove Talent 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 Grove Talent 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 Grove Talent 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 Grove Talent 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 Grove Talent 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.
