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- Tasks: Help clients achieve financial goals with expert advice and support.
- Company: A values-driven, independent financial planning firm with a strong team culture.
- Benefits: Competitive salary, flexible working, and a supportive team environment.
- Other info: Join a loyal team that values collaboration and personal input.
- Why this job: Make a real difference in clients' lives without the pressure of sales targets.
- Qualifications: Qualified Financial Advisor with strong technical skills; Chartered status preferred.
The predicted salary is between 40000 - 50000 £ per year.
This employed Financial Planner job in Maidstone or Folkestone is available within a local, independently owned financial planning firm, who are looking to organically grow their team. You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise.
In your role as a Financial Planner, you will be provided with clients with support to assist you in growing the portfolio to full capacity. Typically, the business advises HNW clients, with most of their growth coming from word-of-mouth referrals, long standing professional introducers and business enquiries. Our client does not have a sales targeted approach, therefore will not be forcing demanding targets on you. The goal is to deliver quality, holistic financial planning with strong client relationships, as they know if that is done correctly, everything will follow from there.
You will receive full support from their team, including administration, paraplanning, T&C and compliance. The business prides themselves on their culture and team camaraderie, and ensure that new joiners have the right fit within the team.
The Company
Our client has been established for over 30 years, and is independently owned, with no plans to sell out. The business continues to sustainably grow organically, enabling them to naturally build their team to meet the increased demand.
Financial Planner Requirements
- You must be a qualified and experienced Financial Advisor with strong technical expertise.
- Ideally, you should be Chartered qualified or plans to achieve this.
- Our client is focused on values driven individuals who are motivated by delivering great service rather than chasing sales.
Financial Planner Benefits
- Competitive salary to be discussed.
- Mainly office based role when not visiting clients, with up to 1 day at home for catching up on admin.
- No evenings or weekends work.
- Loyal team who enjoy working together and being valued for their input.
Locations
- Maidstone
- Folkestone
Financial Planner in Maidstone employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Maidstone
✨Network Like a Pro
Get out there and connect with people in the financial planning world! Attend local events, join online forums, or even hit up LinkedIn. The more you engage, the better your chances of landing that dream role through referrals.
✨Show Your Passion
When you get the chance to chat with potential employers, let your passion for helping clients shine through. Share stories about how you've made a difference in someone's financial journey. It’s all about building those strong relationships!
✨Be Prepared for the Chat
Before any interview or casual meet-up, do your homework! Know the company’s values and how they align with yours. This will help you demonstrate that you’re not just another candidate, but the right fit for their team.
✨Apply Through Us!
Don’t forget to check out our website for the latest Financial Planner roles. We’ve got your back in finding opportunities that match your skills and values. Let’s get you on the path to success together!
We think you need these skills to ace Financial Planner in Maidstone
Some tips for your application 🫡
Show Your Passion for Client Care: When writing your application, let us see your enthusiasm for helping clients. Share examples of how you've gone above and beyond to deliver great service, as this aligns perfectly with our values-driven approach.
Highlight Your Technical Expertise: Make sure to showcase your qualifications and experience as a Financial Advisor. If you're Chartered or on your way to becoming one, shout about it! We want to know how your skills can contribute to our team's success.
Emphasise Team Fit: We pride ourselves on our culture and camaraderie, so don’t forget to mention how you work well in a team. Share any experiences that demonstrate your ability to collaborate and support your colleagues.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity in Maidstone or Folkestone!
How to prepare for a job interview at Premier Jobs UK
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge and technical expertise. Be ready to discuss your qualifications and how they align with the firm's values-driven approach. This shows you're not just a number-cruncher but genuinely care about delivering quality service.
✨Showcase Your Client Relationship Skills
Since the firm prides itself on strong client relationships, prepare examples of how you've built rapport with clients in the past. Think about times when you've gone above and beyond to meet their needs, as this will resonate well with the interviewers.
✨Emphasise Team Fit
The company values camaraderie and team culture, so be sure to express your enthusiasm for working collaboratively. Share experiences where you've contributed to a positive team environment, highlighting your ability to fit into their close-knit team.
✨Ask Insightful Questions
Prepare thoughtful questions that reflect your interest in the firm's long-term goals and client-centric philosophy. This not only shows your genuine interest but also helps you gauge if the company aligns with your own values and career aspirations.