At a Glance
- Tasks: Build client relationships and provide tailored financial advice in a supportive team.
- Company: Established, family-focused financial advisory firm with ambitious growth plans.
- Benefits: Competitive salary, bonuses, flexible working, private medical cover, and gym membership.
- Other info: Join a dynamic team with comprehensive training and mentoring opportunities.
- Why this job: Kickstart your career in financial planning with clear progression towards Competent Adviser Status.
- Qualifications: Level 4 diploma in Financial Planning and customer-facing experience required.
The predicted salary is between 35000 - 40000 £ per year.
Our client is a well‑established, family‑focused independent financial advisory firm with a growing client base and ambitious expansion plans. They are now looking to recruit a fully qualified level 4 diploma professional who is looking to develop their career towards full Competent Adviser Status (CAS) within a supportive and collaborative environment. This opportunity would suit an individual with a strong background in sales, banking, mortgages, customer service, or financial services who enjoys building relationships and delivering excellent client outcomes.
The Role
- Building relationships with clients and gathering key financial information
- You will be given a book of roughly 45 clients once you have achieved CAS or after probation
- Conducting research and presenting suitable recommendations
- Reviewing risk assessments, portfolio performance and asset allocation
- Working closely with the wider team to deliver the best outcomes for clients
- Managing client interactions both face‑to‑face and via online meetings
- Operating in a hybrid working environment between home and office
Salary and Package
- Salary between £35,000‑£40,000
- Salary rises to £45,000 after probation and £50,000 after 12 months
- Generous bonus structure once targets are achieved
- Flexible working arrangements
- Private medical cover following probation
- Contributory pension scheme
- Death‑in‑service benefit
- Gym membership
- Comprehensive training and mentoring programme
- Clear pathway to achieving CAS status
- Existing client bank provided upon achieving CAS status
What Our Client Is Looking For
- Level 4 diploma in Financial Planning (or equivalent)
- Previous face‑to‑face sales or customer‑facing experience
- Experience within sales, banking, mortgages, customer service, or financial services
- Strong communication, literacy and numeracy skills
- Proficiency in Microsoft Office, particularly Word, Excel and Outlook
- Genuine interest in financial planning and helping clients achieve positive outcomes
- Full UK driving licence
- Willingness to complete DBS checks
- Flexibility to work occasional evenings and weekends when required
If you are looking to develop your career within financial planning and join a supportive business with long‑term progression opportunities, we would love to hear from you. We are an equal‑opportunity employer and welcome applications from all suitably qualified candidates. Remuneration offered will depend on experience, qualifications and overall skill set.
Financial Planner in Milton Keynes employer: IDEX Consulting
Join a well-established, family-focused independent financial advisory firm that prioritises employee development and offers a supportive, collaborative work culture. With a clear pathway to achieving Competent Adviser Status (CAS) and generous benefits including flexible working arrangements, private medical cover, and a comprehensive training programme, this role is perfect for those looking to build meaningful client relationships while advancing their career in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Milton Keynes
✨Network Like a Pro
Get out there and connect with people in the financial services industry. Attend networking events, join relevant online groups, and don’t be shy about reaching out to potential mentors. Building relationships can open doors that you didn’t even know existed!
✨Ace the Informational Interview
Set up informal chats with professionals already working as financial planners. Ask them about their journey, challenges, and tips for success. This not only gives you insider knowledge but also shows your genuine interest in the field.
✨Showcase Your Skills
When you get the chance to meet potential employers, make sure to highlight your sales and customer service experience. Use specific examples to demonstrate how you've built relationships and delivered excellent outcomes in previous roles.
✨Apply Through Our Website
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 take the initiative to engage directly with us.
We think you need these skills to ace Financial Planner in Milton Keynes
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the job description. Highlight your level 4 diploma in Financial Planning and any relevant customer-facing roles you've had. 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 background in sales or customer service makes you a great fit. Keep it friendly and professional, just like us at StudySmarter!
Showcase Your Communication Skills:Since this role involves building relationships with clients, make sure your application showcases your strong communication skills. Whether it's through your writing style or examples of past interactions, let us see how you connect with people!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at IDEX Consulting
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around the areas mentioned in the job description. Be ready to discuss your understanding of financial planning, risk assessments, and asset allocation. This shows you're not just qualified but genuinely interested in helping clients.
✨Showcase Your People Skills
Since building relationships is key in this role, prepare examples of how you've successfully interacted with clients or customers in the past. Think about times when you went above and beyond to deliver excellent service. This will highlight your ability to connect with clients and understand their needs.
✨Be Ready for Scenario Questions
Expect questions that put you in hypothetical situations related to client interactions or financial advice. Practice answering these types of questions by thinking through how you would handle various scenarios, focusing on delivering positive outcomes for clients.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of your interview. This could be about the company's approach to client management or how they support their advisers in achieving CAS status. It shows your enthusiasm for the role and helps you gauge if the company is the right fit for you.
