Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide personalised financial advice and develop customised financial plans for clients.
- Company: Join a leading firm that simplifies finance for medical professionals and beyond.
- Benefits: Enjoy your birthday off, life assurance, health cash plan, and flexible working options.
- Why this job: Make a real impact by helping clients achieve financial clarity and confidence.
- Qualifications: 5+ years of experience in financial planning and commitment to client success.
- Other info: Comprehensive training and continuous professional development to grow your career.
The predicted salary is between 36000 - 60000 £ per year.
Who are we? - "We make the complex simple". At Medical & General IFA and Mortgages for Doctors, we help people grow and protect their wealth. As our name suggests, we specialise in providing independent advice to members of the medical profession and we also help non-medics who reach out to us. Our aim is to always help our clients feel clear, confident and in control of their finances.
Due to the continuing expansion of our business, we are looking for a Financial Planner to join our team based in Ottery St Mary.
If you join our team, you get your birthday as a day off, we offer a life assurance (death in service) scheme at 3 x your annual salary, a group income protection scheme, enhanced employer pension contributions. We have a health cash plan that gives you money back for your dentist check-ups (+ more), optician check-ups (+ more) and other health and wellbeing appointments like massages and physiotherapy. This plan also has fantastic other perks that give you access to lots of great discounts on brands (online and instore), discounts on food, cinema/theatre tickets and so much more. We also have an Employee Assistance Programme to support you if you need it. We also support flexible working. We also have an attractive discretionary bonus scheme.
In addition to these great employee benefits, we are committed to your learning and continuous professional development. We want you to grow your career with us and to succeed.
Your role with us will include:
- Provide personalised financial advice - Speak with clients to assess their financial objectives, investment preferences and risk tolerance. Understand their current financial situation, tax status and develop customised financial plans tailored to their needs and objectives.
- Conduct comprehensive financial analysis - Obtain and analyse financial information received from clients, including income, assets, investments, expenses and debts, to evaluate clients' financial health and status. Identify areas for improvement, risks and opportunities.
- Offer financial recommendations - Utilise your knowledge of financial markets, investment products and asset allocation strategies to provide, with the help of our admin and paraplanning team, informed investment recommendations and projections to clients. Educate, coach and help clients make well-informed decisions with their portfolios. Answer client questions about financial plans and strategies.
- Monitor and review client portfolios - Regularly review client portfolios to ensure they remain aligned with their financial goals. Monitor market trends, economic indicators and changes in investment strategies to make necessary adjustments and maximise returns within risk parameters.
- Provide retirement planning guidance - Assist clients in planning for their retirement by evaluating their retirement goals, estimating future income needs and recommending appropriate retirement savings and investment strategies.
- Educate clients - Clearly explain complex financial concepts and investment options to clients, ensuring they have a solid understanding of their financial plans. Help clients develop financial literacy and empower them to make informed decisions.
- Stay updated on FCA financial regulations and industry trends - Keep on top of relevant FCA financial regulations, tax laws, market trends and industry developments. Continuously expand your knowledge and expertise to provide up-to-date, relevant and accurate advice.
- Build and maintain client relationships - Establish and nurture long-term relationships with clients based on trust, professionalism and exceptional service. Proactively communicate with clients to provide updates, address concerns and adapt financial plans as needed.
- External relationships - Seek and develop new external business relationships and opportunities.
Other duties may be expected of you as the business evolves and as you evolve within the business. You will have a comprehensive induction from day one with full training on all our systems and processes. We have invested in our systems to make the processes as seamless as possible to ensure client satisfaction. The personal touch for each and every one of our clients is super important to us.
We are looking for a Financial Planner with a minimum of 5 years’ experience and who is chartered or working towards chartered status. An entrepreneurial mindset with a deep understanding of the financial markets and an in-depth knowledge of the financial planning principles, investment strategies, asset allocation, retirement planning and tax considerations. Excellent interpersonal and communication skills with the ability to explain financial concepts clearly to clients with varying levels of financial literacy. You will need to have high standards and a commitment to acting in the best interests of clients to achieve good client outcomes. With proven experience as a Financial Planner demonstrating a successful track record in providing financial advice and managing client portfolios, you must be able to work within defined business processes, FCA regulatory requirements and compliance standards in the financial industry holding a valid 'Statement of Professional Standing’ (SPS).
Financial Planner in Ottery St Mary employer: Medical & General Independent Financial Advisers
Contact Detail:
Medical & General Independent Financial Advisers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Ottery St Mary
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial sector. Attend industry events, join online forums, or even hit up local meetups. The more people you know, the better your chances of landing that Financial Planner role.
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers, don’t hold back on sharing your knowledge about financial markets and planning strategies. This will not only demonstrate your skills but also show your passion for helping clients.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate why you’re the perfect fit for their team.
✨Tip Number 4
Don’t forget to apply through our website! We love seeing applications come directly from candidates who are genuinely interested in joining our team. Plus, it gives you a chance to showcase your understanding of our mission to make the complex simple for our clients.
We think you need these skills to ace Financial Planner in Ottery St Mary
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for financial planning shine through! We want to see how much you care about helping clients achieve their financial goals. Share a bit about why you love this field and what drives you.
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your relevant experience, especially any work with clients in the medical profession or similar fields. We’re looking for someone who understands our clients' unique needs!
Be Clear and Concise: Keep your application clear and to the point. Use straightforward language to explain your skills and experiences. Remember, we make the complex simple, so show us you can do the same in your writing!
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 details about the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Medical & General Independent Financial Advisers
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around investment strategies and retirement planning. Be ready to discuss how you would tailor financial plans for different clients, as this will show your understanding of their unique needs.
✨Showcase Your Communication Skills
Since you'll be explaining complex financial concepts to clients, practice articulating these ideas clearly and simply. Use examples from your past experience where you've successfully helped clients understand their financial options.
✨Demonstrate Your Client-Centric Approach
Prepare to share specific instances where you've built strong relationships with clients. Highlight how you’ve adapted financial plans based on their feedback and changing circumstances, showcasing your commitment to their best interests.
✨Stay Updated on Regulations
Familiarise yourself with the latest FCA regulations and industry trends. Being able to discuss recent changes and how they impact financial planning will demonstrate your proactive approach and dedication to providing accurate advice.
