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For Companies At a Glance
- Tasks: Provide financial guidance and build strong client relationships while managing a diverse client bank.
- Company: Dynamic financial planning firm with a client-first culture and collaborative environment.
- Benefits: Competitive salary, hybrid working, ongoing professional development, and a supportive team.
- Other info: Opportunity for career growth and continuous learning in a fast-paced industry.
- Why this job: Make a real impact by helping clients achieve their financial goals in a rewarding role.
- Qualifications: Strong client skills, report writing ability, and knowledge of financial products.
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.
Financial Planner in 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 Surrey
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning world. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you get the chance to meet someone or have an interview, make sure you can clearly explain your skills and how they align with the role of a Financial Planner. Keep it engaging and relatable – show them why you’re the perfect fit for their team!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Mention something specific from your conversation to remind them of your chat and reinforce your interest in the position.
✨Tip Number 4
Don’t forget to check our website regularly! We often post new opportunities that might not be advertised elsewhere. Plus, applying directly through us shows your enthusiasm and commitment to joining our team!
We think you need these skills to ace Financial Planner in Surrey
Some tips for your application 🫡
Show Off Your Client Skills: Make sure to highlight your strong client skills and service ethos in your application. We want to see how you build and maintain trust with clients, so share some examples of your past experiences that demonstrate this.
Nail the Report Writing: Since report writing is key for this role, showcase your ability to produce high-quality reports. Include any relevant experience where you've had to adhere to internal standards and regulatory requirements, as this will show us you know your stuff!
Demonstrate Your Product Knowledge: We’re looking for someone who can clearly explain financial solutions. In your application, give us a taste of your product knowledge by discussing how you've communicated benefits and risks to clients in an engaging way.
Team Player Vibes: Don’t forget to mention your teamwork skills! We value a collaborative environment, so share how you’ve supported colleagues in the past and contributed to a positive office culture. Apply through our website to join our team!
How to prepare for a job interview at Pavilion Recruitment Solutions
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products and solutions. Be ready to explain their benefits and risks clearly and engagingly, as this will show your technical ability and confidence in the role.
✨Demonstrate Client-Centric Skills
Prepare examples that showcase your strong client skills and service ethos. Think about times when you've built trust with clients or resolved issues effectively, as this will highlight your ability to maintain relationships across a diverse client base.
✨Showcase Your Report Writing Skills
Be ready to discuss your experience in producing high-quality reports. Bring along samples if possible, and be prepared to talk about how you ensure compliance with internal standards and regulatory requirements.
✨Emphasise Teamwork and Professionalism
Think of instances where you've supported colleagues or contributed to a positive office environment. This will demonstrate your ability to work proactively within a team and your commitment to maintaining professionalism in all interactions.