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For Companies At a Glance
- Tasks: Provide financial planning advice and manage client relationships, primarily for medical professionals.
- Company: Join a supportive and collaborative financial planning team focused on growth.
- Benefits: Competitive salary, bonuses, private medical insurance, and generous leave.
- Why this job: Kickstart your career with direct client interaction and professional development opportunities.
- Qualifications: FCA Certified with 5+ years of experience in financial planning.
- Other info: Enjoy hybrid working and a dynamic environment with excellent career progression.
The predicted salary is between 36000 - 60000 £ per year.
Our client is looking for a Financial Planner with a positive, growth mindset to join their team. As a Financial Planner, you will provide financial planning advice to our client's clients, primarily Medical Professionals. You will be the primary relationship manager, responsible for the quality and accuracy of all client advice, and will also develop new client relationships alongside the Head of Financial Planning.
Why You Should Apply:
- Career Growth: Opportunities to take on new and existing clients from day one, with support for your professional development.
- Dynamic Environment: Engage in business development activities, deliver initial and ongoing advice, and manage a robust client portfolio.
- Supportive Culture: Our client's values of ownership, focus, positivity, and doing the right thing create a collaborative and positive workplace.
Skills and Experience You Need:
- Technical Competence: FCA Certified, Chartered (QCF Level 6), with a minimum of 5 years of experience as a Financial Planner. Extensive technical knowledge of financial planning products and services is essential.
- Client Interaction: Exceptional report writing and presentation skills, strong diagnostic and problem-solving abilities, and excellent influencing and relationship management skills.
- Ethics and Integrity: High standards of ethics and integrity, with the ability to manage client review cycles alongside new business pipelines and successfully manage expectations and conflicting priorities.
- Desirable Experience: Experience working with Medical professionals, NHS pension matters, and dealing with accountants and solicitors in cross-referral relationships is beneficial.
What's in It for You:
- Skill Development: Gain experience with financial planning products and services, and stay updated with financial products and legislation through continuous professional development (CPD).
- Client Interaction: Build your confidence and communication skills by directly engaging with clients and supporting their needs.
- Professional Growth: Opportunities for career progression and taking on new and existing clients from day one.
- Competitive salary (dependent on experience)
- Discretionary bonus
- 4x Death in Service
- Group Income Protection
- Auto-enrolment pension
- Private Medical Insurance, including Optical and Dental cover (subject to probation)
- 25 days annual leave + Bank holidays and Christmas close period
- Season ticket loan scheme
- Ride to work scheme
- CII Membership sponsored
- Exam support, with study leave
- Payroll giving option
- Hybrid working policy: work (up to) 2 days per week from home
Financial Planner employer: Quarsh
Contact Detail:
Quarsh 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 field, especially those who work with medical professionals. Attend industry events or join relevant online groups to make valuable contacts.
✨Tip Number 2
Show off your skills! Prepare a portfolio that highlights your achievements and client success stories. When you get the chance to chat with potential employers, share how you've made a difference for your clients.
✨Tip Number 3
Practice makes perfect! Before any interviews, do some mock sessions with friends or mentors. Focus on your presentation skills and how you can effectively communicate your financial planning expertise.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that Financial Planner role. Plus, it shows you're serious about joining our client's team and ready to take on new challenges.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Financial Planner role. Highlight your experience with financial planning products and your ability to build relationships, especially with medical professionals. We want to see how you fit into our client's supportive culture!
Showcase Your Skills: Don’t just list your qualifications; demonstrate your technical competence and client interaction skills. Use specific examples from your past experiences that showcase your problem-solving abilities and ethical standards. This will help us see your potential impact on our team.
Be Authentic: Let your personality shine through in your application. Our client values positivity and integrity, so share your growth mindset and how you align with these values. We’re looking for someone who can bring a collaborative spirit to the team!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s the easiest way for us to keep track of your application and ensure it reaches the right people. Don’t miss out on this opportunity!
How to prepare for a job interview at Quarsh
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your technical competence. Brush up on key financial planning products and services relevant to medical professionals. Be ready to discuss specific scenarios or case studies that showcase your expertise.
✨Build Rapport with Clients
Since you'll be the primary relationship manager, practice your client interaction skills. Think about how you can establish trust and rapport quickly. Prepare examples of how you've successfully managed client relationships in the past, especially with medical professionals.
✨Showcase Your Problem-Solving Skills
Expect questions that assess your diagnostic abilities. Prepare to discuss how you've tackled complex financial issues or managed conflicting priorities. Use the STAR method (Situation, Task, Action, Result) to structure your responses effectively.
✨Emphasise Ethics and Integrity
Given the importance of ethics in financial planning, be prepared to discuss how you uphold high standards in your work. Share examples of how you've navigated ethical dilemmas or maintained integrity while managing client expectations.
