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- Tasks: Provide regulated pension and investment advice while ensuring top-notch client care.
- Company: Award-winning financial planning and wealth management firm with a national presence.
- Benefits: Home-based role, excellent bonus package, and no lead generation required.
- Why this job: Join a recognised leader in financial advice and make a real difference for clients.
- Qualifications: Minimum 2 years of advisory experience and Level 4 Diploma required.
- Other info: Work for a Sunday Times 'best places to work' company with great career growth.
The predicted salary is between 36000 - 60000 £ per year.
Recruit Wealth are delighted to be representing our national, award winning, financial planning & wealth management 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".
Financial Planner DipFA in England employer: Recruit Wealth
Contact Detail:
Recruit Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner DipFA in England
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for new opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and their approach to financial advice. Be ready to discuss how your experience aligns with their values and how you can contribute to their award-winning team.
✨Tip Number 3
Showcase your expertise! Bring along examples of your past successes in pension and investment advice to demonstrate your capabilities. This will help you stand out as a competent adviser who can deliver results.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way in landing that dream role.
We think you need these skills to ace Financial Planner DipFA in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the job description. Highlight your advisory background, especially your experience in pension and investment advice, as this is key for us.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the role and how your values align with our client’s mission in financial planning and client care.
Showcase Your Qualifications: Don’t forget to mention your FCA registration and Level 4 Diploma. These qualifications are essential for us, so make them stand out in your application!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from our team.
How to prepare for a job interview at Recruit Wealth
✨Know Your Stuff
Make sure you brush up on your knowledge of pension and investment advice. Familiarise yourself with the latest regulations 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 Experience
Prepare to discuss your previous advisory roles in detail. Highlight specific examples where you've successfully provided financial advice, managed client relationships, or navigated complex financial situations. This will demonstrate your capability and reassure them of your experience.
✨Understand the Company Culture
Research the company’s values and what makes it a 'best place to work'. Be ready to explain how your personal values align with theirs. This shows that you’re not just looking for any job, but that you’re genuinely interested in being part of their team.
✨Ask Thoughtful Questions
Prepare some insightful questions to ask at the end of the interview. This could be about their approach to client care or how they support their Financial Planners in achieving their goals. It shows that you’re engaged and thinking critically about how you can contribute to their success.
