At a Glance
- Tasks: Deliver expert financial planning and retirement advice to engaged clients.
- Company: Leading financial planning specialist with a focus on quality advice.
- Benefits: Competitive salary, bonus opportunities, and full paraplanning support.
- Other info: Flexible meeting options and excellent career growth potential.
- Why this job: No cold calling; work with clients who actively seek your expertise.
- Qualifications: Level 4 Diploma qualified with strong experience in pensions and investments.
The predicted salary is between 36000 - 60000 € per year.
A leading and highly respected financial planning and retirement specialist is seeking experienced Financial Planners to join its growing advisory team nationally. This is a fantastic opportunity for advisors who want to focus on delivering high-quality advice rather than prospecting, working with individuals from some of the UK's largest employers and pension schemes.
You will be advising a diverse range of clients, from employees approaching retirement through to senior professionals and board-level executives, helping them make confident, informed decisions about their financial future. All client meetings are pre-arranged by a dedicated client services team, allowing you to spend your time where it matters most, providing advice, building trust and delivering outstanding client outcomes.
The OpportunityYou will deliver holistic financial planning and retirement advice to individuals within large corporate pension schemes and employer groups. Clients actively request appointments, meaning you will work with engaged individuals who are already seeking professional advice.
- A steady flow of pre-booked client meetings
- Full paraplanning support to prepare suitability reports
- Access to a dedicated discretionary portfolio management team
- Strong internal infrastructure and technical expertise
- The opportunity to advise clients with meaningful levels of assets and complex planning needs
Meetings are conducted virtually, at the client's workplace, or at their home, providing flexibility while maintaining a highly professional service.
Key Responsibilities- Deliver comprehensive financial planning and retirement advice
- Provide guidance on pensions, investments and long-term wealth planning
- Advise on retirement income strategies, including annuities, drawdown and phased retirement
- Support clients with company share schemes and tax-efficient exit planning
- Conduct detailed fact-finds and investment planning assessments
- Risk profile clients and provide tailored investment recommendations
- Clearly explain the benefits of discretionary portfolio management
- Guide clients on tax-efficient planning strategies including CGT, income tax and IHT considerations
- Level 4 Diploma qualified and wanting to continue with further qualifications
- Competent Adviser Status
- SPS in place
- Strong experience/track record advising on pensions, retirement planning and investments
- Good understanding of pension legislation and personal taxation
- Excellent communication skills and the ability to build long‐term client relationships
- Comfortable conducting virtual client meetings via platforms such as MS Teams
- Desirable qualifications include: G60 / AF3 / AF7 / J05
Successful advisers in this role tend to be:
- Highly client focused
- Professional and credible
- Motivated to deliver exceptional client outcomes
- Ambitious and driven
- Comfortable working both independently and collaboratively
- Clients provided, no cold prospecting or lead generation
- Access to clients from major UK employers and pension schemes
- High-quality, advice-driven client relationships
- Full paraplanning and technical support
- Opportunity to work within a growing and respected financial wellbeing specialist
- Competitive, employed roles with excellent bonus/OTE opportunity
These are excellent opportunities for advisors looking to move into a role where they can focus purely on advice and work with high-quality clients. The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
Financial Planner in Basildon employer: Recruit Wealth
Join a leading financial planning and retirement specialist that prioritises high-quality advice over prospecting, allowing you to focus on what truly matters—helping clients achieve their financial goals. With a strong internal infrastructure, dedicated client services, and a steady flow of pre-arranged meetings, you'll have the support needed to excel in your role while enjoying a flexible work environment. This is an exceptional opportunity for ambitious Financial Planners to thrive in a culture that values professional growth and client-centric service.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Basildon
✨Tip Number 1
Network like a pro! Get out there and connect with other financial planners and industry professionals. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. The more people you know, the better your chances of landing that dream job!
✨Tip Number 2
Practice your pitch! You never know when you’ll get a chance to impress someone with your skills. Prepare a short, engaging summary of your experience and what you can bring to the table. This will help you stand out in conversations and interviews.
✨Tip Number 3
Leverage our website! We’ve got loads of resources and job listings tailored for financial planners. Make sure to check it out regularly and apply directly through us for the best chance at getting noticed by employers.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It’s also a great opportunity to reiterate why you’re the perfect fit for the position. Don’t let your hard work go unnoticed!
We think you need these skills to ace Financial Planner in Basildon
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Financial Planner role. Highlight your qualifications, especially your Level 4 Diploma and any relevant certifications, to show us you’re the right fit.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how your experience aligns with our focus on delivering high-quality advice. Keep it engaging and personal.
Showcase Your Client-Focused Approach:We want to see how you build long-term relationships with clients. Share examples of how you've successfully advised clients in the past, particularly in areas like retirement planning and investments, to demonstrate your client-centric mindset.
Apply Through Our Website:Don’t forget to apply through our website for the best chance of getting noticed! It’s the quickest way for us to receive your application and start the conversation about your future with us.
How to prepare for a job interview at Recruit Wealth
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, retirement planning, and personal taxation. Familiarise yourself with the latest legislation and trends in the financial planning sector. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Client Focus
Since this role is all about delivering high-quality advice, be prepared to discuss how you've built long-term relationships with clients in the past. Share specific examples of how you've helped clients make informed decisions about their financial futures, and highlight your ability to communicate complex information clearly.
✨Practice Virtual Meetings
As meetings are conducted virtually, ensure you're comfortable using platforms like MS Teams. Set up a mock interview with a friend or family member to practice your virtual communication skills. Pay attention to your background, lighting, and sound quality to present yourself professionally.
✨Ask Insightful Questions
Prepare thoughtful questions to ask your interviewers about the company’s approach to client relationships and support systems. This shows that you're engaged and serious about the opportunity. It also gives you a chance to assess if the company aligns with your values and career goals.
