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For Companies At a Glance
- Tasks: Help clients achieve their financial goals with tailored solutions and ongoing advice.
- Company: Dynamic financial consultancy focused on client success and professional growth.
- Benefits: Competitive salary, generous leave, health perks, and a supportive work environment.
- Why this job: Join a team that values your input and offers real opportunities for career advancement.
- Qualifications: Level 4 Diploma in Financial Planning and 2 years of advisory experience required.
- Other info: Enjoy a blend of stability and growth with a ready-made client bank.
The predicted salary is between 36000 - 60000 £ per year.
Responsibilities
- Working with clients to understand their objectives and provide comprehensive robust solutions to help meet these objectives.
- Ensuring high-quality ongoing advice is provided to all clients.
- Undertaking focused internal and external business development activity to identify new prospects for the Financial Planning Team and then converting them to clients.
- Building and maintaining technical knowledge relevant to the role.
- Ensuring individual revenue targets are achieved.
- Maintaining a strong network and attending events to develop this further.
Qualifications
- Level 4 Diploma in Financial Planning (minimum requirement).
- Level 6 Advanced Diploma in Financial Planning (desirable).
- Detailed knowledge and understanding of Business Standards - Conduct of Business (COBS).
- Detailed knowledge and understanding of High Level Standards - Code of Conduct (COCON).
- Minimum industry experience of 2 years in an advisory role.
- Good knowledge and understanding of FCA Money Laundering Section of the System & Controls Sourcebook (SYSC).
- Basic knowledge of other Accountancy services, including Audit, Tax, Insolvency, Corporate Finance, VAT and Accounting.
- Excellent communication skills, in both verbal and written forms.
- Able to prioritise workloads under strict deadlines and work well under pressure.
- General IT skills.
Benefits
- Salary Sacrifice Employer Contribution Pension Scheme including Life Cover (4x salary) and Income Protection.
- Competitive Annual Leave entitlement up to 26 days, plus Bank Holidays.
- Annual Leave Purchase Scheme allowing you to buy up to 5 additional days annual leave each year.
- Smart Working Policy, giving you the ability to balance home and remote working.
- Health Shield Cash Plan (cash back on a range of Health benefits and discounts on holidays, fashion and entertainment).
- Employee Assistance Programme (24/7 confidential support for wellbeing and health).
- Paid flu jabs and eye tests.
- Introductory Commission Scheme (financial reward if you refer a new client).
- Employee Referral Scheme (financial reward if you refer new AW colleagues) enabling you to claim up to £2,500 for each referral.
- Ongoing access to online training courses and materials.
- Paid professional membership fees.
- Charity of the Month.
- Colleague of the Month.
- Subsidised social events throughout the year.
With a ready-made client bank and exciting future business development opportunities, this role offers the perfect blend of stability and growth potential. If you are passionate about helping clients achieve their financial goals, and eager to expand your career, we want to hear from you! If you have recently completed a Level 4 Diploma in Financial Planning and are now ready to accelerate your career, please get in touch. A Full UK Driving Licence is required.
Financial Planning Consultant in Carlisle employer: J&T Business Consulting
Contact Detail:
J&T Business Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Consultant in Carlisle
✨Tip Number 1
Network like a pro! Attend industry events and connect with potential clients and colleagues. The more people you know, the better your chances of landing that Financial Planning Consultant role.
✨Tip Number 2
Show off your skills! Prepare a portfolio or case studies that highlight your past successes in financial planning. This will give you an edge during interviews and help demonstrate your expertise.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your communication skills. Being able to articulate your thoughts clearly is key in this advisory role.
✨Tip Number 4
Apply through our website! We love seeing passionate candidates who are eager to help clients achieve their financial goals. Don’t miss out on the chance to join our team!
We think you need these skills to ace Financial Planning Consultant in Carlisle
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your Level 4 Diploma in Financial Planning and any relevant advisory roles you've had. We want to see how you can help our clients achieve their financial goals!
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 experience aligns with our needs. Don’t forget to mention your understanding of COBS and COCON – we love a candidate who knows their stuff!
Showcase Your Communication Skills: Since excellent communication is key for this role, make sure your written application is clear and concise. Use professional language but keep it friendly – we’re looking for someone who can connect with clients as well as colleagues!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re keen on joining the StudySmarter team!
How to prepare for a job interview at J&T Business Consulting
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning standards, especially COBS and COCON. Being able to discuss these in detail will show that you're not just qualified but also genuinely interested in the role.
✨Showcase Your Communication Skills
Since excellent communication is key in this role, practice articulating your thoughts clearly. Consider doing mock interviews with a friend or family member to refine your verbal skills and ensure you can explain complex concepts simply.
✨Demonstrate Your Business Development Savvy
Be prepared to discuss how you've successfully identified and converted prospects in the past. Share specific examples of your business development activities and how they led to new clients, as this will highlight your proactive approach.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client relationships and business development. This not only shows your interest but also gives you a chance to assess if the company aligns with your career goals.