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For Companies At a Glance
- Tasks: Meet clients, deliver top-notch financial advice, and build lasting relationships.
- Company: Join a growing, independent financial advice group with a collaborative vibe.
- Benefits: Earn £50,000-£80,000 plus bonuses, with 25 days holiday and flexible working.
- Why this job: Make a real impact in clients' lives while enjoying autonomy and career growth.
- Qualifications: Level 4 qualified with 3-5 years of experience in investment and pension advice.
- Other info: Work from home or the office, with a focus on ethics and client care.
The predicted salary is between 50000 - 80000 £ per year.
We are seeking an experienced Financial Planner to join a growing, independent financial advice group. This is a client-facing role offering a high degree of autonomy, flexibility, and long-term career progression within a collaborative and professional environment.
The role can be home-based or office-based and offers flexibility around working hours to meet client needs. You will work closely with a Regional Director and wider support teams, including paraplanners and administrators, to deliver high-quality, compliant financial advice to a broad client base, including high-net-worth individuals.
You will be responsible for building long-term client relationships, understanding clients’ financial objectives, and providing clear, well-researched advice across investments, pensions, and broader financial planning. The position also suits someone who enjoys developing business, either through an existing client bank or by building relationships with professional introducers such as accountants and solicitors.
Key Responsibilities- Meet with clients to understand their financial position, objectives, and long-term plans
- Deliver compliant, high-quality financial advice in line with FCA requirements and internal standards
- Work collaboratively with paraplanners, support staff, and management to ensure excellent client outcomes
- Prepare and present clear recommendations and financial reports
- Maintain accurate client records and documentation using an Intelliflo (IO) system
- Build and develop relationships with professional introducers and identify new business opportunities
- Maintain CPD and uphold the highest standards of ethics, integrity, and client care
- Level 4 qualified (DipPFS, DipFA, or equivalent)
- Chartered status or working towards Level 6 qualifications preferred
- Minimum of 3–5 years’ experience providing investment and pension advice
- Strong knowledge of FCA regulations, compliance, and Treating Customers Fairly principles
- Well organised, IT literate, and confident communicating with clients at all levels
- Self-motivated with a strong relationship-building and business development mindset
This role offers a salary in the region of £50,000–£80,000 plus a discretionary bonus, alongside an attractive benefits package. Benefits include 25 days’ holiday plus bank holidays (increasing with service), pension contribution, private medical insurance, income protection, death-in-service cover, and flexible working arrangements.
Financial Planner employer: Qualitas
Contact Detail:
Qualitas Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have a lead on your dream job!
✨Tip Number 2
Practice your pitch! When you get the chance to meet someone, whether it’s at a networking event or a casual coffee, be ready to talk about your experience and what makes you a great fit for a Financial Planner role. Keep it concise and engaging!
✨Tip Number 3
Leverage social media! Use platforms like LinkedIn to showcase your skills and connect with hiring managers. Share relevant content, engage with industry discussions, and make sure your profile is up-to-date. It’s a great way to get noticed!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you. Tailor your application to highlight your client relationship skills and compliance knowledge, and show us why you’re the perfect fit for our team!
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your qualifications, especially your Level 4 and any progress towards Level 6, as well as your experience in providing investment and pension advice.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for the Financial Planner role. Share specific examples of how you've built client relationships and delivered high-quality financial advice in the past.
Showcase Your Compliance Knowledge: Since compliance is key in this role, make sure to mention your understanding of FCA regulations and Treating Customers Fairly principles. This will show us that you’re not just experienced but also up-to-date with industry standards.
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 don’t miss out on any important updates during the process.
How to prepare for a job interview at Qualitas
✨Know Your Stuff
Make sure you brush up on your knowledge of FCA regulations and compliance. Being able to discuss these confidently will show that you're not just qualified, but also serious about maintaining high standards in financial advice.
✨Build Rapport
Since this role is client-facing, practice how you can build relationships quickly. Think of examples from your past where you've successfully connected with clients or professional introducers, and be ready to share those stories during the interview.
✨Prepare for Scenario Questions
Expect questions that ask how you'd handle specific client situations. Prepare by thinking through potential scenarios related to investments and pensions, and how you would provide clear, compliant advice while keeping the client's best interests at heart.
✨Show Your Business Development Skills
Be ready to discuss how you've developed business in the past. Whether it's through an existing client bank or building new relationships, having concrete examples will demonstrate your proactive approach and self-motivation, which are key for this role.
