Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join our team to provide top-notch financial advice and planning.
- Company: Be part of a dynamic company making a real difference in clients' lives.
- Benefits: Earn up to £60k plus a great package, with support for paraplanning and client generation.
- Why this job: This role offers a chance to excel in financial services while helping clients achieve their goals.
- Qualifications: Level 4 qualified in Financial Planning with strong communication skills and investment knowledge.
- Other info: Ideal for those passionate about delivering high-quality financial advice.
The predicted salary is between 43200 - 72000 £ per year.
Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143
Skills
-
Financial Advice
-
Financial Planning
-
Investments
-
Pensions
-
Independent Financial Advice
-
Level 4 qualified – Diploma in Financial Planning/Regulated Financial Planning
-
Genuine desire to provide a high standard of advice and service to clients
-
You are articulate with excellent communication skills.
-
Good knowledge of Investments, tax planning and Defined Contribution pensions.
Basic Up to £60k + Package + Paraplanning + Clients & Lead Generation
Financial Planner employer: Resource Matters Ltd
Contact Detail:
Resource Matters Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Make sure to showcase your Level 4 qualification in Financial Planning prominently. This is a key requirement for the role, and demonstrating your expertise will help you stand out.
✨Tip Number 2
Highlight your experience with investments and tax planning in your conversations. Being able to discuss these topics confidently will show that you have the knowledge needed for this position.
✨Tip Number 3
Prepare to discuss your approach to client service and how you ensure high standards of advice. This role emphasizes a genuine desire to help clients, so be ready to share examples from your past experiences.
✨Tip Number 4
Network with professionals in the financial planning industry. Building connections can lead to referrals and insights about the company culture, which can be beneficial during the interview process.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Highlight Relevant Qualifications: Make sure to emphasize your Level 4 qualification in Financial Planning or Regulated Financial Planning. This is crucial for the role and should be prominently featured in your CV and cover letter.
Showcase Your Skills: Clearly outline your skills in financial advice, planning, investments, and pensions. Use specific examples from your past experiences to demonstrate how you have successfully applied these skills.
Communicate Effectively: Since excellent communication skills are essential for this role, ensure that your application is well-written and articulate. Avoid jargon and keep your language clear and professional.
Express Your Commitment: Convey your genuine desire to provide high-quality advice and service to clients. Share any relevant experiences that illustrate your commitment to client satisfaction and ethical financial planning.
How to prepare for a job interview at Resource Matters Ltd
✨Show Your Passion for Financial Advice
Make sure to express your genuine desire to provide high-quality financial advice. Share examples of how you've helped clients in the past and how you plan to continue doing so.
✨Demonstrate Your Knowledge
Be prepared to discuss your understanding of investments, tax planning, and Defined Contribution pensions. Highlight any relevant experiences or qualifications that showcase your expertise in these areas.
✨Communicate Clearly and Effectively
Since excellent communication skills are crucial for this role, practice articulating your thoughts clearly. Use simple language to explain complex financial concepts, as if you were speaking to a client.
✨Prepare Questions About the Team Environment
Since the job emphasizes being part of a team, come prepared with questions about the team dynamics and how collaboration is encouraged. This shows your interest in fitting into their culture.
