Financial Planner in Penzance

Do you have that magnetic vibe that draws people in? Are you genuinely curious about others, able and wanting to deep-dive into their dreams, their story, and help them find out what’s next for them? Can you break down complex scenarios in a way that talks to people, gets them hooked? Are your listening skills at the top of your game and is there something in you that wants to challenge the status quo? If so, we would love to chat with you about joining our amazing team and working alongside some incredible clients.

Who we are and what we do:

• We are all about making a meaningful difference to the people that we are lucky enough to work with and guide.
• We ask our clients to come on a journey with us and we need you to help give them perspective, to educate and to empower them to make good decisions.
• You’ll need to work with our technical team to research options and help create solutions with financial planning that makes all the difference.
• We need you to be able to communicate complex plans and solutions in engaging language that anyone can understand.

What are we looking for?

• You must be open-minded. We celebrate our differences here and work with clients from all walks of life.
• We challenge our clients’ thinking - and each other’s - to find the best solution, so having a brain that likes to solve problems is important.
• Communication is key. You need a true understanding of what it takes to work within a successful and focused team.
• You must be humble and teachable – there’s no place for divas here.
• Bring yourself. It is really important to us that you feel safe in your workspace.

You might be considering this role if:

• You have a Diploma in Regulated Financial Planning and either are already Chartered, or are on your way to being Chartered.
• You have a couple of years’ experience of looking after clients and helping them on their financial journey.
• You want to be challenged by every aspect of your day.
• You are already a financial planner looking for a new challenge with a new company.
• You want to be part of a growing team who are pushing the boundaries of financial advice.
• You have a passion for helping others in a financial setting.

What does the day-to-day look like?

• Self-organisation of your thoughts and your workload for the day.
• Meeting with other team members to explore and evolve our client communication.
• Record your thoughts, challenge them and work with others to make sure you have covered every scenario.
• Use your skills to complete calculations and put together planning options.
• Organise and run planning meetings and work through cashflow models to help the client visualise their options.
• Research, study and write financial plans with paraplanners for our clients.
• Work together with our Client Relationship Managers to support our clients.

A bit about us:

We’re a team of independent experts with one shared goal: making money work for our clients, so that they can live their best lives. Jacksons was established almost a century ago and has been a trusted name in Cornwall ever since. Our committed team helps clients work towards their goals every day.

What’s in it for you by joining the team?

• A four-day working week but paid for five days.
• A flexible work pattern that includes hybrid working.
• Physical and mental health support.
• A leading maternity and paternity package.
• A pension and a death-in-service policy.
• Room and support for growth within yourself, your role and the business.
• A new open-plan space to work in where you get to collaborate with the rest of our talented team.

What do you need to do to get involved?

If you are ready to join the Jacksons journey, we want to hear from you.