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- Tasks: Help clients achieve their financial goals through tailored planning and deep conversations.
- Company: A growing advisory firm prioritising genuine financial planning over sales.
- Benefits: Competitive salary, strong support, and opportunities for professional growth.
- Other info: Join a supportive team with a focus on meaningful client outcomes.
- Why this job: Make a real difference in clients' lives while building lasting relationships.
- Qualifications: Experience in financial planning and excellent communication skills.
The predicted salary is between 50000 - 60000 £ per year.
This job offers an opportunity to join a growing, planning led advisory firm across Taunton, Tiverton or Yeovil, where financial planning genuinely comes first. This position is live due to business demand.
You will step into an established client bank and operate within a business that prioritises proper financial planning over product sales, enabling you to deliver meaningful, long term outcomes for clients.
As a Financial Planner, you will focus on full financial planning, deep client conversations and cashflow modelling, using technology and strong back office support to remove unnecessary admin. Investment advice and recommendations naturally follow the financial plan, rather than leading it.
The role centres on providing high quality ongoing reviews, understanding what matters most to clients, and supporting them to make informed decisions about their future.
You will grow your client bank organically through referrals, driven by trust, service and strong relationships, with additional clients provided where appropriate through business growth and acquisitions.
This position will appeal to advisers who enjoy planning led advice, value structure and infrastructure, and want the capacity to...
Financial Planner in Somerset 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 Somerset
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend local events, join online forums, and don’t be shy about reaching out to potential mentors. Building relationships can lead to referrals and job opportunities.
✨Tip Number 2
Showcase your expertise! Create a personal brand that highlights your skills in financial planning. Share insights on social media or write articles that demonstrate your knowledge. This will help you stand out and attract clients who value your approach.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to financial planning. Think about how you would handle client conversations and present your cashflow modelling skills. Confidence is key, so rehearse until you feel ready to impress!
✨Tip Number 4
Don’t forget to apply through our website! We’re always looking for passionate Financial Planners who prioritise client needs. By applying directly, you’ll have a better chance of landing an interview and showcasing your commitment to the role.
We think you need these skills to ace Financial Planner in Somerset
Some tips for your application 🫡
Show Your Passion for Financial Planning: When writing your application, let us see your enthusiasm for financial planning. Share your experiences and how they align with our focus on meaningful client outcomes. We want to know why you’re excited about this role!
Tailor Your CV and Cover Letter: Make sure your CV and cover letter are tailored specifically to the Financial Planner position. Highlight relevant skills and experiences that demonstrate your ability to engage in deep client conversations and provide high-quality ongoing reviews.
Be Clear and Concise: Keep your application clear and to the point. We appreciate straightforward communication, so avoid jargon and make sure your key points stand out. This will help us understand your qualifications quickly!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team at StudySmarter!
How to prepare for a job interview at Premier Jobs UK
✨Know Your Financial Planning Fundamentals
Brush up on the core principles of financial planning. Be ready to discuss how you approach client conversations, cashflow modelling, and the importance of prioritising planning over product sales. This shows you understand the firm's values and can align with their mission.
✨Showcase Your Client Relationship Skills
Prepare examples that highlight your ability to build trust and maintain strong relationships with clients. Think about specific instances where you've successfully navigated client concerns or provided tailored advice that led to positive outcomes.
✨Familiarise Yourself with Technology and Tools
Since the role involves using technology for financial planning, be ready to discuss any relevant software or tools you’ve used in the past. Highlight how these tools have helped you streamline processes and enhance client experiences.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to financial planning and client engagement. This not only shows your interest in the role but also gives you a chance to assess if the company culture aligns with your values and work style.