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- Tasks: Meet clients, provide strategic financial advice, and develop your business.
- Company: Join a reputable firm established in 2000, specialising in financial planning.
- Benefits: Enjoy an 80% commission split, flexible hours, and no micromanagement.
- Why this job: This role offers freedom, support, and growth opportunities in a collaborative environment.
- Qualifications: Level 4 DipFA or CII Diploma required; no experience necessary.
- Other info: Be part of a supportive team with regular training events and camaraderie.
The predicted salary is between 36000 - 60000 £ per year.
Whether you are an experienced or inexperienced financial planner you can benefit from the flexibility to work remotely, set your own hours and benefit from no micromanagement or targets, enabling you the freedom to run your own business. Whilst also benefiting from a high 80% commission split as standard and in house supervision, support and training, you can concentrate on delivering exceptional advice as a Financial Planner.
Founded in 2000, our client is a reputable firm of highly qualified advisers specialising in Mortgages, Protection, and all aspects of Financial Planning including Pensions and Investments, with an unwavering commitment to service standards and client satisfaction.
As a Financial Planner your Roles & Responsibilities include:
- Meet with clients to understand their financial goals.
- Providing strategic advice across a variety of financial investments, products and services.
- Conduct regular, ongoing advice to ensure goals and performance.
- Build and develop your business to achieve your goals.
- Complete continued professional development to ensure you stay up to date on industry regulation and products.
Required Skills & Qualifications as a Financial Planner:
- Must be Level 4 DipFA or CII Diploma qualified.
- Strong communication skills.
- No experience necessary.
- Ability to work independently and as part of a team.
Financial Planner Benefits:
- Competitive Commission Split: Enjoy an attractive commission split of 80%.
- No Micromanagement: They trust their advisers and provide a supportive environment without constant oversight.
- Nationwide opportunities.
- Supportive Team: Be part of a team that values collaboration and regularly hosts in-person events.
- In-House Training and Compliance Support: Benefit from continuous professional development and robust compliance support.
- Flexible Client Meetings: They understand the importance of flexibility. Meet your clients virtually, by phone, or in person at a time and place that suits them.
- Growth Opportunities: They are dedicated to helping you grow your business with our extensive support system.
- Team camaraderie: Work with like-minded individuals with the opportunity to attend quarterly team training events and share best practices.
If you are passionate about providing top-notch financial advice and are ready to take your Financial Planning career to the next level, we have the place for you. Become part of a team that values expertise, flexibility, and client satisfaction by applying today!
Financial Planner employer: Openwork Services Limited
Contact Detail:
Openwork Services Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network with other financial planners and professionals in the industry. Attend local finance-related events or join online forums to connect with potential colleagues and mentors who can provide insights and guidance.
✨Tip Number 2
Familiarise yourself with the latest financial products and services. Stay updated on market trends and regulations, as this knowledge will help you stand out during interviews and demonstrate your commitment to professional development.
✨Tip Number 3
Prepare to discuss your approach to client relationships. Think about how you would build trust and rapport with clients, as strong communication skills are essential for a successful financial planner.
✨Tip Number 4
Showcase your ability to work independently and as part of a team. Be ready to share examples of how you've successfully managed projects or collaborated with others, as this will highlight your versatility and adaptability.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant qualifications, especially your Level 4 DipFA or CII Diploma. Emphasise any experience in financial planning, even if it's informal, and showcase your strong communication skills.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for financial planning. Mention why you are interested in this role and how your skills align with the company's commitment to client satisfaction and service standards.
Showcase Your Independence: Since the role allows for flexibility and independence, include examples of how you've successfully managed projects or tasks on your own. This will demonstrate your ability to work independently while still being a team player.
Highlight Continuous Learning: Mention any ongoing professional development or training you've undertaken. This shows your commitment to staying updated on industry regulations and products, which is crucial for a Financial Planner.
How to prepare for a job interview at Openwork Services Limited
✨Understand the Company Culture
Before your interview, take some time to research the company's values and culture. This firm prides itself on flexibility and a supportive environment, so be prepared to discuss how you align with these principles.
✨Showcase Your Communication Skills
As a Financial Planner, strong communication is key. During the interview, demonstrate your ability to explain complex financial concepts clearly and concisely. Use examples from your past experiences to highlight this skill.
✨Prepare for Client Scenarios
Be ready to discuss how you would approach meeting clients and understanding their financial goals. Think of specific scenarios where you can showcase your strategic advice and problem-solving skills.
✨Highlight Your Commitment to Professional Development
Since continued professional development is crucial in this role, be prepared to talk about how you stay updated on industry regulations and products. Mention any relevant courses or training you've undertaken or plan to pursue.
