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For Companies At a Glance
- Tasks: Guide clients on financial strategies and build lasting relationships.
- Company: Dynamic financial firm with a client-first culture.
- Benefits: Competitive salary, hybrid work, and ongoing professional development.
- Other info: Collaborative environment with opportunities for personal growth.
- Why this job: Make a real difference in clients' financial lives while growing your career.
- Qualifications: Strong communication skills and a passion for finance.
The predicted salary is between 65000 - 75000 ÂŁ per year.
The role of the Financial Adviser is to provide clients with financial guidance and make recommendations on how to best utilise their capital, using the firm’s agreed policies, processes, and toolset. The Financial Adviser reports to the relevant Financial Planning Manager within the business.
Core Experience / Competencies
- Strong client skills and service ethos – able to build and maintain relationships of trust across a diverse client base and strategic partners.
- Report writing – able to produce high-quality reports demonstrating strong technical ability while adhering to internal standards, regulatory requirements, and compliance expectations.
- Product knowledge – able to confidently and clearly explain financial solutions to clients, including benefits and risks, in a digestible and engaging manner.
- Financial Planning – able to deliver high-quality financial planning, demonstrating strong technical knowledge to ensure the best client outcomes.
- Quality of reviews – strong KYC and relationship management skills, with the ability to follow processes and complete client reviews within a 12-month rolling cycle; maintains up-to-date knowledge of products, procedures, and regulation.
- Teamwork and conduct – works proactively to support colleagues, demonstrating professionalism in conduct, presentation, and attitude.
- Workload management – able to prioritise effectively, balancing client meetings while maintaining strong communication and relationships.
Behaviours
- Represent a “client-first” culture at all times.
- Support colleagues proactively, contributing to a collaborative and positive office environment.
- Manage an assigned client bank while onboarding new clients through both provided leads and personal business development.
- Maintain ongoing CPD and ensure this is logged appropriately.
- Take responsibility for maintaining a valid Statement of Professional Standing (SPS).
- Attend compliance and training meetings, including 1:1s, addressing any file issues to ensure high-quality standards.
- Maintain strong client relationships, ensuring a consistently high level of service and client retention.
- Identify opportunities for new business where appropriate.
- Attend training and professional development sessions as required.
- Liaise effectively with compliance and support teams.
Responsibilities
- Produce complex business cases in a timely and efficient manner.
- Maintain accurate and up-to-date client records following each interaction, in line with internal processes.
- Adhere to all internal procedures, including compliance, service schedules, and charging structures.
- Maintain knowledge and competence in internal procedures and regulatory requirements.
- Build relationships with internal and external stakeholders to support business growth.
- Ensure clients receive up-to-date advice by applying central investment and review processes where appropriate.
- Conduct all client reviews within a 12-month rolling cycle to the required standard.
- Support administration teams by providing timely and accurate information.
Other Obligations
- Maintain competent adviser status in line with FCA requirements.
- Complete all mandatory and regulatory training within required timeframes.
- Adhere to all company policies and procedures.
- Ensure secure handling and storage of all client documentation at all times.
Locations
Financial Planner in Guildford, Surrey employer: Pavilion Recruitment Solutions
Contact Detail:
Pavilion Recruitment Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Guildford, Surrey
✨Network Like a Pro
Get out there and connect with people in the financial planning industry! Attend local events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. Building relationships can open doors to job opportunities that aren’t even advertised.
✨Show Off Your Skills
When you get the chance to meet potential employers, make sure to highlight your client skills and product knowledge. Share examples of how you've successfully managed client relationships or delivered high-quality financial planning. This will help you stand out as a candidate who truly understands the role.
✨Follow Up After Interviews
After an interview, don’t just sit back and wait! Send a quick thank-you email to express your appreciation for the opportunity. It’s a great way to reinforce your interest in the position and keep you fresh in their minds.
✨Apply Through Our Website
If you see a Financial Planner role that catches your eye, apply through our website! We love seeing candidates who are proactive and engaged. Plus, it makes it easier for us to track your application and get back to you quickly.
We think you need these skills to ace Financial Planner in Guildford, Surrey
Some tips for your application 🫡
Show Off Your Client Skills: When you're writing your application, make sure to highlight your strong client skills and service ethos. We want to see how you build and maintain trust with clients, so share some examples that showcase your relationship-building abilities!
Nail the Report Writing: Since report writing is key for this role, demonstrate your ability to produce high-quality reports. Use clear and concise language, and if you have any relevant experience, don’t hesitate to mention it. We love a good story that shows off your technical know-how!
Be Clear on Product Knowledge: Make sure to explain your understanding of financial solutions in a way that's easy to digest. We’re looking for candidates who can clearly communicate benefits and risks, so don’t shy away from showcasing your product knowledge in your application.
Teamwork Makes the Dream Work: We value a collaborative spirit, so let us know how you support your colleagues and contribute to a positive work environment. Share any experiences where you've worked as part of a team to achieve great results, and remember to apply through our website!
How to prepare for a job interview at Pavilion Recruitment Solutions
✨Know Your Financial Stuff
Brush up on your financial knowledge and be ready to discuss various financial products and solutions. Make sure you can explain the benefits and risks clearly, as this will show your technical ability and help build trust with potential clients.
✨Showcase Your Client Skills
Prepare examples of how you've built and maintained strong client relationships in the past. Think about specific situations where you demonstrated a 'client-first' approach, as this is crucial for the role and will resonate well with interviewers.
✨Master Report Writing
Since report writing is key in this role, practice summarising complex financial information into clear, concise reports. Bring a sample report if possible, as it can serve as a great talking point and demonstrate your attention to detail and adherence to standards.
✨Be a Team Player
Highlight your teamwork skills by sharing experiences where you supported colleagues or contributed to a positive work environment. This will show that you understand the importance of collaboration in achieving business goals and maintaining high service levels.