Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Advise clients on financial goals like investments and retirement planning.
- Company: Join a leading global organisation in the financial services sector.
- Benefits: Enjoy flexible working, competitive salary, and 25 days holiday plus bank holidays.
- Why this job: Be part of a supportive team with extensive training and growth opportunities.
- Qualifications: Level 4 RDR UK Diploma or equivalent; 1 year experience as a Financial Planner required.
- Other info: Ideal for both experienced planners and recent graduates seeking a unique career path.
The predicted salary is between 36000 - 60000 £ per year.
About the Company
As a leading organization in their sector with offices in the UK and across the globe, our client has developed a unique advice proposition which has led to a significant increase in client demand as they expand their presence in London and the Southeast.
About the Role
As a Financial Planner, you will be working alongside the Director of the UK business. Working in a face-to-face capacity with UK-wide clients, you will be advising clients on medium to longer term financial objectives.
Responsibilities
- You will be responsible for offering areas of advice covering such areas as Lump Sum Investment, Retirement Planning, Life Insurance, and General Estate Tax Planning.
Qualifications
- Level 4 RDR UK Diploma (or equivalent if not UK based) minimum qualification. Ideally Chartered.
- A proven track record of success within an Advisory / Relationship Management capacity, within a financial services organisation such as a bank, brokerage or IFA.
- At least 1 year experience as a Financial Planner.
Required Skills
- A pro-active and entrepreneurial attitude that has lead the generation of new business, whilst effectively maintaining client relationships in an efficient, holistic fashion.
Preferred Skills
- Strong regulatory background in multiple jurisdictions.
- Global Presence.
Pay Range and Compensation Package
- Employed with a competitive basic salary + bonus scheme.
- 25 days holiday + bank holidays.
- Flexible working hours and the option to work from home/ remotely.
- Full support of an in-house paraplanner.
- In-house marketing team to support any campaigns you wish to run.
- In depth training in Repatriation and clients returning with offshore solutions.
Equal Opportunity Statement
Whether you are an experienced financial planner looking for a new challenge or have recently graduated from university, our client offers a truly unique proposition in the international wealth management space. With an unrivalled support network consisting of the best in compliance, training, back office, recruitment, tech, and marketing, joining our client allows you to create a future to be proud of whilst living in some of the most amazing places in the world.
Financial Planner employer: IRCFS - International Recruiters - Connecting Financial Specialists Limited
Contact Detail:
IRCFS - International Recruiters - Connecting Financial Specialists Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network with professionals in the financial services sector, especially those who work as Financial Planners. Attend industry events or join relevant online forums to connect with potential colleagues and mentors who can provide insights into the role and company culture.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning, particularly in the UK market. This knowledge will not only help you during interviews but also demonstrate your commitment to staying updated in a rapidly changing industry.
✨Tip Number 3
Prepare to discuss your previous successes in client relationship management and business development. Be ready to share specific examples of how you've generated new business and maintained client relationships effectively.
✨Tip Number 4
Research the company’s unique advice proposition and be prepared to discuss how your skills and experience align with their approach. Showing that you understand their business model will set you apart from other candidates.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a Financial Planner. Focus on your qualifications, such as the Level 4 RDR UK Diploma, and any achievements in advisory roles that demonstrate your success in client relationship management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your pro-active attitude and entrepreneurial spirit. Mention specific examples of how you've generated new business and maintained client relationships effectively.
Highlight Relevant Skills: In your application, emphasise your strong regulatory background and any experience you have in multiple jurisdictions. This will show that you are well-equipped to handle the diverse needs of clients.
Show Enthusiasm for Training and Development: Express your eagerness to take advantage of the training and support offered by the company. Mention any specific qualifications you are interested in pursuing, such as CII, CISI, or LIBF, to demonstrate your commitment to professional growth.
How to prepare for a job interview at IRCFS - International Recruiters - Connecting Financial Specialists Limited
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products you'll be discussing, such as Lump Sum Investments and Retirement Planning. Being able to explain these concepts clearly will demonstrate your expertise and build trust with the interviewer.
✨Showcase Your Relationship Management Skills
Prepare examples that highlight your experience in managing client relationships. Discuss how you've successfully maintained and grown these relationships, as this is crucial for a Financial Planner role.
✨Demonstrate Your Proactive Attitude
Be ready to share instances where you've taken the initiative to generate new business or improve processes. This will show that you possess the entrepreneurial spirit they are looking for.
✨Familiarise Yourself with Regulatory Standards
Since a strong regulatory background is preferred, brush up on relevant regulations in the financial services sector. Being knowledgeable about compliance will set you apart from other candidates.
