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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 required.
- Other info: Dynamic team environment with excellent career growth opportunities.
The predicted salary is between 60000 - 80000 £ per year.
Our client is seeking a Financial Planner in the Solihull 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 cash flow 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 £70,000 - £90,000.
- Salary increase in line with the growth of the recurring income you service.
- OTE of £100,000+.
- 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.
Location: Solihull
Apply now to start your application process.
Financial Planner in Solihull 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 Solihull
✨Tip Number 1
Network like a pro! Attend industry events, join local financial planning groups, and connect with other professionals on LinkedIn. 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 even a webinar, sharing valuable insights can attract potential clients and employers alike.
✨Tip Number 3
Don’t just apply, engage! When you find a role that excites you, reach out directly to the hiring manager or team members. A personal touch can make you stand out from the crowd and show your genuine interest in the position.
✨Tip Number 4
Leverage our website! We have a range of resources and job listings tailored for financial planners. Make sure to check it out regularly and apply through us to increase your chances of landing that dream job!
We think you need these skills to ace Financial Planner in Solihull
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your experience in client relationship management and any relevant qualifications, like your Level 4 Diploma. We want to see how you can grow a client bank and provide excellent service!
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's needs. We love seeing genuine enthusiasm for building strong client relationships.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Include specific examples of how you've successfully grown a client bank or improved client satisfaction. Numbers and results speak volumes to us!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you started on this exciting journey with our client!
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. Be prepared to discuss how you've successfully used these tools in past roles to help clients achieve their financial goals.
✨Showcase Your Client-Centric Approach
This role is all about building strong relationships with clients. During the interview, share specific examples of how you've gone above and beyond for clients in the past. Highlight your dedication to understanding their needs and how you’ve tailored your advice to meet their unique financial objectives.
✨Demonstrate Your Growth Mindset
The company is looking for someone who can grow their client bank organically. Talk about your track record in acquiring new clients through referrals and how you plan to continue this trend. Discuss any innovative strategies you've implemented to enhance client engagement and retention.
✨Familiarise Yourself with Their Processes
Since the firm uses state-of-the-art AI processes and has a robust back-office support team, it’s beneficial to understand how these systems work. Research their technology and be ready to discuss how you would leverage these tools to improve your efficiency and client service during your interview.
