Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage client portfolios and provide holistic financial advice.
- Company: Join a dynamic financial planning team in Yeovil/Weymouth.
- Benefits: Attractive package with support from Paraplanners and Sales Administrators.
- Other info: Opportunity for chartered status and specialist qualifications within 18 months.
- Why this job: Build strong professional relationships and make a real impact in clients' lives.
- Qualifications: Experience in a fee-based environment and networking skills required.
The predicted salary is between 40000 - 50000 £ per year.
The role involves joining our client's Financial Planning team, based in the Yeovil/Weymouth offices, covering this geographical area. The focus will be on managing a portfolio of clients and advising them holistically across all areas. The position is supported by a team of Paraplanners and Sales Support Administrators, allowing you to concentrate on the advice process.
We are looking for you to develop strong relationships with our accountancy partners and other professional connections to bring new clients on board.
What we need from you:
- A commercial focus, with experience in a fee-based environment and working amongst professional connections.
- Chartered status or status achievable within 12-18 months, along with the attainment of additional specialist qualifications.
- A love of networking to develop the business and team.
- Professionalism, ideally with experience in building relationships with introducers both inside and outside of the firm.
- Presentation and public speaking skills.
- Experience using Intelligent Office (IO) client database/back office and paperless office systems.
- The ability to deal with e-commerce and paperless technology.
Package Details: Attractive Package
Consultant, Financial Planning in Weymouth employer: Independent Resourcing Consultancy
Contact Detail:
Independent Resourcing Consultancy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Consultant, Financial Planning in Weymouth
✨Tip Number 1
Networking is key! Get out there and connect with professionals in the financial planning space. Attend industry events, join relevant groups on social media, and don’t be shy about reaching out to potential contacts. Remember, it’s all about building those relationships!
✨Tip Number 2
Practice your presentation skills! Whether it's a formal interview or a casual chat, being able to communicate your ideas clearly and confidently can set you apart. Consider joining a local speaking club or even rehearsing in front of friends to get comfortable.
✨Tip Number 3
Showcase your commercial focus! When you’re chatting with potential employers or connections, highlight your experience in fee-based environments and how you’ve successfully managed client portfolios. This will demonstrate your value right off the bat.
✨Tip Number 4
Don’t forget to apply through our website! We make it easy for you to find roles that match your skills and aspirations. Plus, it shows you’re serious about joining our team and helps us keep track of your application.
We think you need these skills to ace Consultant, Financial Planning in Weymouth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Consultant role in Financial Planning. Highlight your experience in managing client portfolios and any relevant qualifications. We want to see how your skills align with what we're looking for!
Showcase Your Networking Skills: Since building relationships is key, don’t forget to mention your networking experiences. Whether it’s with accountancy partners or other professionals, we love to see how you’ve developed connections that could benefit our team.
Be Professional Yet Personal: While professionalism is crucial, we also appreciate a personal touch. Let your personality shine through in your application. Share your passion for financial planning and how you can contribute to our team culture.
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’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Independent Resourcing Consultancy
✨Know Your Stuff
Make sure you brush up on financial planning concepts and the specific services your potential employer offers. Familiarise yourself with their client portfolio and any recent news about the company. This will show that you're genuinely interested and prepared.
✨Showcase Your Networking Skills
Since building relationships is key in this role, be ready to discuss your networking experiences. Share examples of how you've successfully developed professional connections in the past and how you plan to do the same for this company.
✨Demonstrate Your Commercial Focus
Prepare to talk about your experience in a fee-based environment. Highlight any relevant achievements or strategies you've implemented that have positively impacted business growth. This will help illustrate your understanding of the commercial aspects of financial planning.
✨Practice Your Presentation Skills
Given the importance of presentation and public speaking skills, consider preparing a short pitch about yourself or a relevant topic. This will not only help you feel more confident but also give the interviewers a taste of your communication style.