Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide expert financial planning advice and manage client relationships.
- Company: Reputable wealth management practice with a collaborative office environment.
- Benefits: Competitive salary up to £75,000, car allowance, and performance bonuses.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: CII certification and proven experience in financial planning required.
- Other info: Exciting career growth opportunities in a supportive and professional setting.
The predicted salary is between 50000 - 80000 £ per year.
A highly-reputable wealth management practice are seeking a Financial Planner to join the team and take over a small client bank. In addition to managing existing clients, you will have the opportunity to work with the firm on acquiring new clients. They are specifically looking for an Advisor with the CII qualification, and they prioritise this certification.
Key Responsibilities:
- Provide comprehensive financial planning advice to clients, both existing and new.
- Manage and nurture relationships within the client bank offered, ensuring their financial objectives are met.
- Collaborate with the team to identify and pursue new business opportunities.
- Stay updated on industry trends and regulations to provide clients with accurate and timely advice.
- Ensure that clients receive top-tier financial planning services.
Requirements:
- Financial Planner certification through CII, with a deep commitment to upholding the highest industry standards.
- Proven experience in providing financial planning and advisory services.
- Strong interpersonal and communication skills.
- A proactive approach to building and managing client relationships.
Compensation:
- Salary: Up to £75,000 per annum
- Car Allowance: £5,000
- Bonus: 25% of Net Business (NB) generated above £50,000, reviewed and amended annually.
Working Environment:
There is no work-from-home policy, as the Wealth Managers are actively leading their pods, have supervisory and management responsibilities, and need to be in the office when not meeting with clients. The office environment is conducive to collaboration and maintaining high professional standards.
How to Apply:
If you are a dedicated Financial Planner with a commitment to excellence, we encourage you to apply for this exciting opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Financial Planner in Northampton employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Northampton
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant groups. The more people you know, the better your chances of landing that Financial Planner role.
✨Tip Number 2
Show off your expertise! Prepare to discuss your experience and qualifications in detail during interviews. Be ready to share specific examples of how you've helped clients achieve their financial goals.
✨Tip Number 3
Research the company! Understand their values, services, and client base. This will help you tailor your approach and demonstrate that you're genuinely interested in joining their team.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to help you every step of the way, so don’t hesitate to reach out if you need any advice.
We think you need these skills to ace Financial Planner in Northampton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your CII certification and any relevant experience in financial planning. 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 our needs. Let us know what excites you about joining our team in Northampton.
Showcase Your Interpersonal Skills: Since this role involves managing client relationships, make sure to highlight your strong communication and interpersonal skills. We love candidates who can connect with clients and build lasting relationships!
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 get you in touch with one of our specialist consultants. Don’t miss out on this opportunity!
How to prepare for a job interview at Heat Recruitment
✨Know Your Stuff
Make sure you’re well-versed in financial planning concepts and the latest industry trends. Brush up on your CII qualification details and be ready to discuss how they apply to real-world scenarios. This shows you’re not just certified, but also genuinely knowledgeable.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Think about specific situations where you’ve helped clients meet their financial goals. This will demonstrate your proactive approach and ability to nurture client relationships.
✨Be Ready to Discuss New Business Strategies
Since the role involves acquiring new clients, come prepared with ideas on how you would approach this. Whether it’s networking strategies or marketing initiatives, showing that you have a plan will impress the interviewers and highlight your entrepreneurial spirit.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s culture, team dynamics, and future growth plans. This not only shows your interest in the role but also helps you gauge if the company aligns with your career aspirations. Plus, it makes for a more engaging conversation!
