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- Tasks: Provide expert financial advice and manage client relationships for tailored financial planning.
- Company: Join a respected independent wealth management firm with a quality-focused culture.
- Benefits: Competitive salary, generous holiday allowance, and private medical insurance.
- Why this job: Make a real impact by helping clients achieve their financial goals in a supportive team.
- Qualifications: Minimum Level 4 Diploma in Regulated Financial Planning and 3-4 years' experience required.
- Other info: Enjoy excellent career progression and work-life balance in a beautiful West Country location.
The predicted salary is between 60000 - 84000 £ per year.
An exciting opportunity has arisen for an experienced Financial Planner to join a highly respected, independent wealth management and financial planning firm. This well-established practice has built an outstanding reputation for providing exceptional financial planning and investment management solutions to private clients. Quality and excellence are at the heart of everything they do, and their team of experienced, qualified professionals are committed to delivering outstanding service through long-term client relationships. The firm specialises in long-term investment management, retirement planning, generating income from assets, and financial protection. They also advise clients on intergenerational wealth planning and tax-efficient strategies. Their philosophy is centred on taking financial complexities away from clients, allowing them to focus on what matters most to them.
As Financial Planner, you will work directly with clients to provide expert financial advice tailored to their individual needs and circumstances. You will build long-term relationships and work within an established team of experienced Financial Planners, supported by Paraplanners and Administrators.
Responsibilities
- Managing client relationships from initial enquiry through to ongoing reviews
- Providing holistic financial planning advice across investments, pensions, retirement planning and protection
- Conducting client meetings (face-to-face and virtually) and preparing suitable recommendations
- Reviewing and implementing portfolio changes in line with agreed processes
- Ensuring all client documentation is accurate, compliant and up to date
- Working collaboratively with Paraplanners and Administrators to deliver exceptional client outcomes
- Generating new business through networking and referrals
- Contributing to the firm's development through internal training and knowledge sharing
What’s Required
Essential:
- Minimum Level 4 Diploma in Regulated Financial Planning
- Minimum 3-4 years' experience in a financial planning role
- Strong technical knowledge across investments, pensions, protection and FCA regulations
- Excellent client-facing and communication skills
- Proven ability to build and maintain long-term client relationships
- Highly organised with strong attention to detail
- Self-motivated with the ability to work both independently and as part of a team
Desirable:
- Chartered status or working towards advanced qualifications
- Experience of networking and generating new business
- Ability to deliver training and mentor junior team members
Why Join?
- A well-respected independent wealth management firm
- Excellent earnings potential - typically £100-120k within 3-5 years
- Work within an established team of experienced, qualified Financial Planners
- Quality-focused culture with emphasis on long-term client relationships
- Full paraplanning and administrative support to allow you to focus on clients
- Opportunity to develop your skills and progress your career
- Excellent benefits package including generous holiday allowance and training budget
- Great work-life balance in a beautiful West Country location
The Package
- Competitive salary up to £75,000 (£80,000 for exceptional candidates)
- Pension contribution
- Generous holiday allowance
- Individual training and CPD budget
- Private Medical Insurance
- Death In Service
- Income protection
- Additional benefits, including volunteer day
If you’re an experienced Financial Planner looking to join an established firm that values quality, client relationships and professional development, we’d love to hear from you.
Financial Planner - Nigel James Associates Ltd in London employer: Jobster
Contact Detail:
Jobster Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - Nigel James Associates Ltd in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend events, join online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you get the chance to meet someone from a firm you’re interested in, be ready to talk about your experience and what makes you a great fit for their team. Keep it concise but engaging – you want them to remember you!
✨Tip Number 3
Follow up after meetings or networking events. A quick email thanking them for their time and reiterating your interest can go a long way. It shows you’re proactive and genuinely interested in the opportunity.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Financial Planner role. Plus, applying directly shows your enthusiasm and commitment to joining our fantastic team at Nigel James Associates Ltd.
We think you need these skills to ace Financial Planner - Nigel James Associates Ltd in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your qualifications, especially your Level 4 Diploma and any relevant financial planning experience. 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 approach aligns with our philosophy of simplifying financial complexities for clients. Let us know what makes you the perfect fit!
Showcase Your Client Relationship Skills: Since building long-term client relationships is key, share examples of how you've successfully managed client interactions in the past. We love to see how you’ve gone above and beyond to ensure client satisfaction!
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 don’t miss out on any important updates. Plus, we’re excited to see your application come through!
How to prepare for a job interview at Jobster
✨Know Your Stuff
Make sure you brush up on your technical knowledge regarding investments, pensions, and FCA regulations. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in the role.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've built and maintained long-term client relationships in the past. This is crucial for a Financial Planner, so think about specific instances where your communication skills made a difference.
✨Be Ready to Discuss Holistic Planning
Since the firm focuses on holistic financial planning, be prepared to talk about how you approach client needs comprehensively. Think about how you can simplify complex financial concepts for clients, as this aligns with their philosophy.
✨Demonstrate Team Spirit
The role involves working closely with Paraplanners and Administrators, so highlight your ability to collaborate effectively. Share experiences where teamwork led to successful outcomes, showing that you can contribute positively to their established team.
