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- Tasks: Provide independent financial planning advice and grow your client bank through referrals.
- Company: Join a national IFA firm with a strong growth vision and supportive culture.
- Benefits: Competitive salary, generous bonuses, private health insurance, and 28 days holiday.
- Why this job: Make a real impact by helping clients achieve their financial goals with cutting-edge support.
- Qualifications: Level 4 Diploma in financial planning and 5+ years of experience as a Financial Advisor.
- Other info: Dynamic team environment with excellent career growth opportunities.
The predicted salary is between 47000 - 60000 £ per year.
Our client is seeking a Financial Planner in the Kenilworth area to join their IFA team and benefit from a competitive salary and generous monthly bonus based on all new business written, plus additional tiered annual bonus for meeting benchmarks. You will be supplied with an existing client bank to take over and grow, with a full suite of back-office support from a team of Paraplanners and Administrators, plus state-of-the-art AI processes to enable you to concentrate on client-facing fact-finding and recommendation meetings.
You will also be providing fully independent financial planning advice offering cashflow modelling. They are seeking a client-focused Financial Planner who enjoys building strong relationships and providing excellent service to their clients. You should look to grow this client bank organically through referrals. Successful Financial Planners in their team obtain these through their high level of service and exceptional client relationships.
You should focus on conducting in-depth reviews to understand your clients' current and future financial goals and objectives, and with the support of their back-office team and AI-generated reports, formulate appropriate financial strategies. You will be advising on clients' pensions, savings, investments, and other financial needs. This role is ideal for an experienced Financial Planner who wants to take the next step in their career and join a growing business. Our client will assist you in this growth by offering streamlined processes and full back-office support to enable you to spend more time servicing and growing your client bank.
Financial Planner Requirements- You must hold a full Level 4 Diploma in financial planning or equivalent.
- Ideally, you should be Chartered or working towards it.
- You should have 5+ years of experience as a Financial Advisor.
- You should have a proven, demonstrable track record in being able to grow a client bank through referrals and addressing the needs of clients with the budget changes coming into effect from April 2027.
- You should be an advocate of using cash flow modelling to help identify any IHT liabilities and strategies to mitigate them effectively.
- You should have a client-centric approach and dedication to doing the right thing for clients in meeting their financial objectives and tax strategies.
- You should have excellent interpersonal skills, approachability, professionalism, and good IT skills.
- Competitive salary of circa £55,000 - £68,000.
- Salary increase in line with the growth of the recurring income you service.
- OTE of £75,000+.
- Generous bonus scheme to reward any new business written, paid monthly.
- Additional annual incentive available.
- Company benefits include private health insurance, Group Life assurance (4x salary), income protection, medicash, 28 days holiday plus bank holidays, mileage reimbursements in line with HMRC guidelines.
This national IFA firm with over £5bn of AuM is looking to significantly grow their business and recognises that achieving such growth and success is dependent on having the right people in the business. As such, they are looking to build a strong team of passionate and skilled team members.
Locations: Kenilworth
Apply now to start your application process.
Financial Planner in Royal Leamington Spa employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Royal Leamington Spa
✨Tip Number 1
Network like a pro! Get out there and connect with other financial professionals in your area. Attend local events, join online forums, or even hit up social media groups. Building relationships can lead to referrals and opportunities that you won't find on job boards.
✨Tip Number 2
Show off your expertise! Create content that showcases your knowledge in financial planning. Whether it's a blog post, a video, or a webinar, sharing valuable insights can position you as a go-to expert and attract potential clients or employers.
✨Tip Number 3
Leverage your existing client bank! If you're already working with clients, ask for referrals. A satisfied client is often more than happy to recommend you to their friends and family, which can help you grow your business organically.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find the right opportunities. Plus, applying directly can sometimes give you an edge over other candidates. So, get your application in and let’s get you started on this exciting journey!
We think you need these skills to ace Financial Planner in Royal Leamington Spa
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your experience in financial planning, client relationship management, and any relevant qualifications. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your skills align with our client-focused approach. Let us know what makes you the perfect fit for this role.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Include specific examples of how you've grown a client bank or improved client satisfaction. We love seeing numbers and success stories that demonstrate your impact.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s quick and easy, and ensures your application gets to the right people. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Numbers
As a Financial Planner, it's crucial to be well-versed in financial metrics and strategies. Brush up on your knowledge of cash flow modelling, IHT liabilities, and investment strategies. Being able to discuss these topics confidently will show your expertise and readiness for the role.
✨Showcase Your Client-Centric Approach
Prepare examples that highlight your ability to build strong client relationships. Think about times when you went above and beyond for a client or successfully grew your client bank through referrals. This will demonstrate your dedication to providing excellent service, which is key for this position.
✨Familiarise Yourself with the Company
Research the IFA firm and understand their values, services, and growth plans. Knowing their approach to financial planning and how they support their team will help you align your answers with what they’re looking for, making you a more attractive candidate.
✨Prepare Questions to Ask
Interviews are a two-way street! Prepare insightful questions about the company’s growth strategy, team dynamics, and how they support their Financial Planners. This not only shows your interest but also helps you gauge if the company is the right fit for you.