Financial Planner Apply now

Financial Planner

Sheffield Full-Time 28800 - 48000 £ / year (est.)
Apply now
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At a Glance

  • Tasks: Join our team to provide expert financial planning and client service.
  • Company: We're a leading independent investment management firm with a strong reputation.
  • Benefits: Enjoy great office locations, a supportive team, and opportunities for growth.
  • Why this job: Be part of a respected team making a real impact as we grow.
  • Qualifications: CII diploma in Regulated Financial Planning and an established client book required.
  • Other info: Join us as we celebrate nearly 150 years of success!

The predicted salary is between 28800 - 48000 £ per year.

Office Locations: Leeds, Manchester, Harrogate, Liverpool As one of the UK’s largest independent investment management and stockbroking firms, we now have a growing financial planning division that is already being recognised in industry awards. Our independence and bespoke approach to client service is what sets us apart. We empower our colleagues to bring their financial planning expertise and experience to the table and help us deliver the best outcomes for our clients. You would be a valued and respected member of a team dedicated to putting the needs of our clients first and foremost and working together for the best results. As we approach our 150th year in operation, you can join us as we embark upon our next ambitious stages of growth and success. Our northern offices, based in the bustling city centres of Leeds, Harrogate, Manchester and Liverpool with great transport links, give plenty of options for you to base yourself with us and make a real impact for both our clients and yours. Redmayne Bentley rewards talent, expertise, and innovation and our values of Excellence, Integrity, Respect, Responsibility and Teamwork ensure that we are one large, united team dedicated to our collective success. To join us, this is what we need: Minimum of appropriate CII diploma in Regulated Financial Planning (or equivalent) Established client book Confident and competent ability to provide planning on key areas of advice. If you meet these criteria and believe that you would be a great addition to our team, please submit your CV to register your interest.

Financial Planner employer: Redmayne Bentley LLP

At Redmayne Bentley, we pride ourselves on being an exceptional employer, offering a collaborative and supportive work culture that values your expertise as a Financial Planner. With our offices located in vibrant city centres like Leeds, Manchester, Harrogate, and Liverpool, you will enjoy excellent transport links and the opportunity to make a significant impact in a growing financial planning division recognized for its excellence. We are committed to your professional growth, providing a platform where your talent and innovation can thrive as we celebrate nearly 150 years of success.
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Contact Detail:

Redmayne Bentley LLP Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Planner

✨Tip Number 1

Familiarize yourself with the latest trends and regulations in financial planning. This will not only boost your confidence during discussions but also demonstrate your commitment to staying updated in a rapidly evolving industry.

✨Tip Number 2

Network with professionals in the financial planning sector, especially those who work at Redmayne Bentley or similar firms. Building relationships can provide you with valuable insights and potentially lead to referrals.

✨Tip Number 3

Prepare to discuss your established client book in detail. Be ready to share specific examples of how you've successfully managed client relationships and delivered tailored financial solutions.

✨Tip Number 4

Emphasize your alignment with the company's values of Excellence, Integrity, Respect, Responsibility, and Teamwork during any conversations. Showing that you resonate with their culture can set you apart from other candidates.

We think you need these skills to ace Financial Planner

Financial Planning Expertise
Client Relationship Management
Regulatory Knowledge
Investment Management
Risk Assessment
Analytical Skills
Communication Skills
Problem-Solving Skills
Attention to Detail
Team Collaboration
Time Management
Adaptability
Sales Skills
Ethical Judgment
Continuous Professional Development

Some tips for your application 🫡

Understand the Company: Familiarize yourself with Redmayne Bentley's values and mission. Highlight how your personal values align with their emphasis on Excellence, Integrity, Respect, Responsibility, and Teamwork in your application.

Tailor Your CV: Make sure your CV reflects your qualifications, particularly your CII diploma in Regulated Financial Planning and any relevant experience. Emphasize your established client book and your ability to provide comprehensive financial planning advice.

Craft a Strong Cover Letter: Write a compelling cover letter that showcases your passion for financial planning and your commitment to client service. Mention specific examples of how you've successfully met client needs in the past.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application demonstrates professionalism and attention to detail, which are crucial in the financial planning industry.

How to prepare for a job interview at Redmayne Bentley LLP

✨Showcase Your Expertise

Be prepared to discuss your qualifications, especially your CII diploma in Regulated Financial Planning. Highlight specific examples from your experience that demonstrate your ability to provide effective financial planning advice.

✨Demonstrate Client-Centric Approach

Since the company values putting clients first, share stories that illustrate how you've prioritized client needs in your previous roles. This will show that you align with their commitment to client service.

✨Emphasize Teamwork

Talk about your experiences working in teams and how you contributed to collective success. Mention any collaborative projects that led to positive outcomes for clients, as teamwork is a core value of the firm.

✨Research the Company

Familiarize yourself with Redmayne Bentley's history, values, and recent achievements. Being knowledgeable about the company will help you tailor your responses and show genuine interest in becoming part of their team.

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