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- Tasks: Provide regulated pension and investment advice while ensuring top-notch client care.
- Company: Join a national, award-winning financial planning firm known for excellence in workplace financial advice.
- Benefits: Enjoy a home-based role with an excellent bonus package and no lead generation required.
- Why this job: Be part of a recognised 'best places to work' company with a strong focus on client satisfaction.
- Qualifications: Must have 2+ years of advisory experience, FCA registration, and Level 4 Diploma.
- Other info: Immediate openings available due to growing client demand; apply now for a quick response.
The predicted salary is between 36000 - 60000 £ per year.
Recruit Wealth are delighted to be representing our national, award winning, financial planning & wealth advisory client. The business has their Financial Planners based nationally and are recognised as the leading name in financial advice and guidance in the workplace, with access points to some of the largest pension schemes through private & public sector employers.
You’ll be providing regulated pension & investment advice and building an overall financial picture for your clients with exemplary levels of client care. All newly created opportunities are home based (with some travel for certain clients), employed only with an excellent bonus package around initial fee and on-going advice.
All client meetings/appointments are managed by the central client services team and are pre-qualified for financial planning advice, no lead generation is required at all. Our client will expect to see an accomplished advisory background, minimum 2 years offering pension & investment advice, FCA registered, competent adviser status, alongside holding the Level 4 Diploma as the minimum.
All opportunities are national, with numerous vacancies open due to continued headcount and client need. An excellent benefits package is offered and you’ll be working for a recognised Sunday Times "best places to work". The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
Financial Planner employer: Recruit Wealth Ltd
Contact Detail:
Recruit Wealth Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Make sure you have a solid understanding of the latest pension schemes and investment products. Staying updated on industry trends will not only help you in interviews but also demonstrate your commitment to providing top-notch financial advice.
✨Tip Number 2
Network with other financial planners and professionals in the industry. Attend relevant webinars or local meetups to build connections that could lead to referrals or insider information about job openings.
✨Tip Number 3
Prepare for potential interview questions by practising your responses to common scenarios faced by financial planners. This will help you articulate your experience and approach to client care effectively during the interview.
✨Tip Number 4
Research the company culture and values of the firm you're applying to. Understanding their approach to client care and financial planning will allow you to tailor your conversation and show how you align with their mission.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the specific requirements for the Financial Planner position. Highlight your experience in providing pension and investment advice, as well as your FCA registration and Level 4 Diploma.
Tailor Your CV: Customise your CV to reflect your relevant experience and skills. Emphasise your advisory background and any achievements that demonstrate your capability in financial planning and client care.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the company's values. Mention how your experience aligns with their needs and express your enthusiasm for the opportunity.
Proofread Your Application: Before submitting, thoroughly proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is accurate and presented professionally.
How to prepare for a job interview at Recruit Wealth Ltd
✨Showcase Your Advisory Experience
Make sure to highlight your previous experience in providing pension and investment advice. Be prepared to discuss specific cases where you successfully helped clients achieve their financial goals, as this will demonstrate your capability and expertise.
✨Understand the Company’s Values
Research the company’s mission and values, especially their reputation as a leading name in financial advice. Showing that you align with their ethos and understand their approach to client care will set you apart from other candidates.
✨Prepare for Regulatory Questions
Since the role requires FCA registration and compliance knowledge, be ready to answer questions related to regulations and best practices in financial planning. This will show your commitment to maintaining high standards in your advisory work.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s client base, the support provided by the central client services team, and the bonus structure. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.
