At a Glance
- Tasks: Help clients achieve their financial goals with tailored planning and cashflow modelling.
- Company: A national financial planning firm focused on long-term client relationships.
- Benefits: Competitive salary, bonuses, comprehensive support, and modern technology.
- Other info: Exciting opportunities across Dorset and Hampshire with strong career growth potential.
- Why this job: Join a growing team and make a real difference in clients' financial futures.
- Qualifications: Level 4 Diploma in Financial Planning and experience in holistic advice.
The predicted salary is between 70000 - 90000 £ per year.
Financial Planner job offering planned opportunities across Dorset and Hampshire. This Financial Planner job offers an excellent opportunity to position yourself for a planned appointment with a growing national advice firm. Due to continued business growth and acquisition activity, the business is preparing to appoint one or two Financial Planners across Dorset and Hampshire during Q4, making now an ideal time to explore the opportunity and engage early in the process.
As a Financial Planner, you will join a business where financial planning genuinely comes first. You will focus on understanding clients' goals, creating tailored financial plans and using cashflow modelling to help clients make confident decisions about their future. This Financial Planner job is suited to advisers who enjoy building long term relationships, embracing technology and delivering a high quality client experience. The firm has invested heavily in modern systems and adviser support, enabling you to spend more time with clients and less time on administration.
The planned opportunities are expected to cover:
- Bournemouth and Wimborne
- Andover, Salisbury and Southampton
Depending on business requirements and acquisition activity, the business currently expects to make either one regional appointment or two separate Financial Planner hires across these locations. As a Financial Planner, you will be supported by dedicated Paraplanners and Administrators, alongside efficient systems and processes designed to help you focus on advice delivery and client engagement. The business is seeking advisers who combine strong technical planning capability with a genuine passion for helping clients achieve their objectives.
Whilst exact start dates will be dependent on growth activity progressing through Q4, these are anticipated appointments rather than speculative opportunities. The business is actively building its pipeline of interested Financial Planners now to ensure appointments can be made swiftly once able to do so.
Financial Planner Requirements
Essential
- Level 4 Diploma in Financial Planning or equivalent
- Experience delivering holistic financial planning advice
- Strong cashflow modelling experience
- Experience within an IFA or wealth management environment
- Ability to manage ongoing client relationships and reviews
Desirable
- Chartered status or working towards Chartered
- Experience growing client relationships through referrals
- Comfortable embracing modern technology and digital tools
The Company
A well established national financial planning business focused on delivering long term, planning led advice. Through a combination of organic growth and acquisition activity, the company continues to expand its client base whilst maintaining high standards of client service and adviser support.
Financial Planner Benefits
- Salary anticipated to be circa £70,000 to £90,000 depending on experience
- OTE £100,000+
- Monthly bonus on all new business written
- Additional annual incentive scheme
- Salary progression linked to recurring income growth
- Comprehensive Paraplanning and Administration support
- Modern technology and cashflow modelling tools
- Private medical insurance
- Life assurance
- Income protection
- Medicash
- 28 days holiday plus bank holidays
- Mileage reimbursement
Location: Bournemouth and Wimborne, Andover, Salisbury and Southampton. You should be based within reasonable travelling distance of one of these territories and be comfortable servicing clients throughout the wider area. Apply now to be considered for these anticipated Financial Planner opportunities and position yourself early in the process ahead of the planned Q4 appointments.
Financial Planner in Southampton employer: Premier Jobs UK
Join a dynamic and supportive team as a Paraplanner, where your expertise will be valued and your contributions recognised. Our company fosters a collaborative work culture that prioritises employee growth through continuous training and development opportunities, all while offering a competitive salary and benefits package. Located in a vibrant area, we provide a stimulating environment that encourages innovation and professional advancement.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Southampton
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Premier Jobs UK. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planner in Southampton
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Premier Jobs UK.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Premier Jobs UK's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Premier Jobs UK
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Premier Jobs UK.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Premier Jobs UK will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Premier Jobs UK employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
