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- Tasks: Provide independent financial planning advice and grow your client bank with support.
- 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 tools.
- Qualifications: Level 4 Diploma in financial planning and 5+ years of experience required.
- Other info: Dynamic team environment with excellent career growth opportunities.
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 client’s 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 look to 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’ 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 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.
- Plus company benefits of 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 are looking to significantly grow their business and recognise 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.
Financial Planner in Solihull 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 Solihull
✨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 LinkedIn to build relationships that could lead to referrals.
✨Tip Number 2
Show off your expertise! Consider hosting a free workshop or webinar on financial planning topics. This not only showcases your knowledge but also helps you engage with potential clients who might need your services.
✨Tip Number 3
Leverage your existing client bank! Reach out to past clients for catch-ups and ask for referrals. A simple conversation can remind them of your value and lead to new opportunities.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way in landing that Financial Planner role.
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 grown a client bank or improved client satisfaction. We’re all about results, so let us know how you’ve made an impact in your previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Premier Jobs UK
✨Know Your Numbers
As a Financial Planner, you’ll need to be comfortable discussing financial metrics. Brush up on your knowledge of cash flow modelling and be ready to explain how you’ve used it in past roles. This shows you’re not just familiar with the concepts but can apply them effectively.
✨Showcase Your Client Relationships
Prepare examples of how you've built and maintained strong client relationships. Think about specific instances where your service led to referrals or repeat business. This will demonstrate your client-centric approach and ability to grow a client bank organically.
✨Understand the Company’s Vision
Research the IFA firm’s goals and values. Be prepared to discuss how your experience aligns with their mission to grow and provide exceptional service. Showing that you understand their vision will set you apart as a candidate who is genuinely interested in contributing to their success.
✨Prepare for Technical Questions
Expect questions about financial planning strategies, especially regarding pensions, savings, and investments. Brush up on recent changes in regulations and how they might affect clients. Being well-prepared will help you answer confidently and show your expertise in the field.
