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For Companies At a Glance
- Tasks: Help clients achieve their financial goals with tailored advice and solutions.
- Company: Join a leading financial planning team in Penrith with growth opportunities.
- Benefits: Enjoy competitive salary, generous leave, and a supportive work environment.
- Why this job: Make a real difference in clients' lives while advancing your career.
- Qualifications: Level 4 Diploma in Financial Planning and strong communication skills required.
- Other info: Dynamic workplace with ongoing training and exciting social events.
The predicted salary is between 36000 - 60000 £ per year.
Our Head Office in Penrith is seeking a dedicated and committed Financial Planning Consultant to become an integral part of our Financial Planning Team. 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!
Key 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.
The Candidate:
In order to fulfil the responsibilities of the position we would like candidates to be / have:
- A Full UK Driving Licence.
- A Level 4 Diploma in Financial Planning (minimum requirement).
- A 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.
- Good attention to detail to ensure that reports are compiled to the highest possible quality.
The Benefits:
In return for your hard work helping us shape our future growth and development; we will provide a competitive salary and a positive benefits package which includes:
- 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 2500 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.
In addition to all the benefits you would expect from an award winning employer, you will be given the utmost encouragement and support to develop your career further.
Financial Planning Consultant in Penrith 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 Penrith
✨Tip Number 1
Network like a pro! Attend industry events and connect with fellow professionals. Building relationships can lead to referrals and new opportunities, so don’t be shy about putting yourself out there.
✨Tip Number 2
Show off your expertise! Create a personal brand on social media or professional platforms like LinkedIn. Share insights about financial planning and engage with others in the field to establish yourself as a go-to consultant.
✨Tip Number 3
Practice your pitch! Be ready to explain how you can help clients achieve their financial goals. Tailor your approach based on their needs and demonstrate your knowledge of the industry to win them over.
✨Tip Number 4
Apply through our website! We’re always on the lookout for passionate individuals. By applying directly, you’ll get noticed faster and show us you’re serious about joining our team.
We think you need these skills to ace Financial Planning Consultant in Penrith
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Financial Planning Consultant role. Highlight your Level 4 Diploma and any relevant experience that shows you can help clients achieve their financial goals.
Showcase Your Communication Skills: Since excellent communication is key in this role, use clear and concise language in your application. Give examples of how you've effectively communicated with clients or colleagues in the past.
Demonstrate Your Knowledge: Mention your understanding of Business Standards and the FCA regulations. This will show us that you're not just qualified but also knowledgeable about the industry standards we adhere to.
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 from our 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 the Financial Planning industry, especially the Business Standards and Conduct of Business regulations. Being able to discuss these confidently will show that you're serious about the role and understand the responsibilities that come with it.
✨Showcase Your Communication Skills
As a Financial Planning Consultant, excellent communication is key. Practice articulating your thoughts clearly and concisely. You might even want to prepare a few examples of how you've successfully communicated complex financial concepts to clients in the past.
✨Prepare for Client Scenarios
Think about potential client scenarios you might face in this role. Prepare to discuss how you would approach understanding their objectives and providing tailored solutions. This will demonstrate your problem-solving skills and client-centric approach.
✨Network Like a Pro
Since building and maintaining a strong network is part of the job, be ready to talk about your networking experiences. Share how you've developed relationships in the past and how you plan to continue doing so in this new role. It shows you're proactive and ready to hit the ground running!
