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- Tasks: Provide high-quality financial advice and build strong client relationships.
- Company: Join a dynamic financial planning team at Saltus in Leigh-on-Sea.
- Benefits: Negotiable salary, uncapped bonuses, generous holiday, and flexible working options.
- Other info: Flexible working patterns and ongoing support for further qualifications.
- Why this job: Make a real impact in clients' lives while developing your professional skills.
- Qualifications: Minimum 2 years as a Financial Planner, ideally Chartered or close to it.
The predicted salary is between 50000 - 60000 £ per year.
We are recruiting an ambitious and high calibre, ideally Chartered (or close to), Financial Planner to join our growing Financial Planning team. We are looking for someone to join our team in the Leigh-on-Sea office.
You will be able to demonstrate a background of providing high quality, goal based financial planning to clients, as well as building a client book through developing and building relationships with prospects through client referrals and professional connections.
Responsibilities:- Providing high quality advice to clients, including goal based planning, retirement and legacy planning, protection and proactively provide an ongoing service to clients.
- Cultivating and nurturing relationships with individuals, their families, business owners and trusts.
- Developing and maintaining a client bank emphasising a client centric approach to financial planning.
- Developing and maintaining an ongoing rapport and service to clients and professional connections in line with internal services standards and industry regulations.
- Ensuring adequate personal CPD is undertaken, and records maintained in association with Compliance and SPS in place.
- Ongoing knowledge of financial markets and products, including appropriate legislative changes and committed to developing your professional skillset.
- Demonstrating a willingness to get involved in other projects within the business that fall within your capabilities, which may occur from time to time.
- You must be currently working as a Financial Planner, ideally Chartered (or very close to), with a minimum of 2 years experience.
- Industry relevant knowledge of Investments, ISA’s, Bonds, pensions and Protection.
- Excellent communication skills, both verbal and written.
- Be capable of delivering high quality financial advice to new and existing clients.
- Be customer focused but commercially minded and having excellent attention to detail.
- Ability to communicate with departments across the business.
- Demonstrate adept time and diary management skills, with the ability to prioritise tasks and work to multiple deadlines, often autonomously.
- Show a commitment to making well-informed decisions even under pressure and proven desire to work with policy and process and not against.
We are looking for someone to work from ideally our Leigh-on-Sea office, and offer hybrid working, which includes 3 days in the office, with the remainder at home. We’re incredibly flexible about when and how you work: we don’t want anyone to be prevented from coming to work for Saltus as a result of the working pattern that they’re looking for. We are passionate about championing flexible working for our people, so if there’s a slightly different working pattern that you’re looking for, then please come and have a chat to us about it!
What benefits do I get when working for Saltus?Salary is negotiable and will be based on experience, qualifications and if there is additional responsibility of the individual leading people. There is also an uncapped formulaic bonus based on revenue generated which will be explained as required. Generous holiday allowance and benefits (private medical, pension, income protection, death in service and flexible benefits platform). Industry leading sales programme provided. Relevant exam support for further qualifications can be provided after the successful completion of a probationary period.
Financial Planner (Essex) in Leigh employer: Saltus Partners LLP
Contact Detail:
Saltus Partners LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner (Essex) in Leigh
✨Tip Number 1
Network like a pro! Get out there and connect with other financial planners, attend industry events, and join relevant online forums. Building relationships can lead to referrals and opportunities that you won't find on job boards.
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers or clients, make sure to highlight your knowledge of investments, pensions, and protection. This will help you stand out as a candidate who knows their stuff.
✨Tip Number 3
Be proactive! Don’t just wait for job openings to pop up. Reach out to companies you admire, like Saltus, and express your interest in joining their team. A little initiative can go a long way in landing that dream role.
✨Tip Number 4
Keep learning! Stay updated on financial markets and products, and don’t shy away from pursuing further qualifications. This shows your commitment to professional growth and can make you a more attractive candidate.
We think you need these skills to ace Financial Planner (Essex) in Leigh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your experience in goal-based financial planning and any relevant qualifications, like being Chartered or close to it. We want to see how your background aligns with what we’re looking for!
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 you’ve built relationships with clients in the past. Show us your personality and let us know why you’d be a great fit for our team.
Showcase Your Communication Skills: Since excellent communication is key for this role, make sure your written application reflects that. Keep your language clear and professional, but don’t be afraid to let your enthusiasm for the role come through. We love a bit of personality!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen to join our team at Saltus!
How to prepare for a job interview at Saltus Partners LLP
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products like ISAs, bonds, and pensions. Being able to discuss these confidently will show that you're not just a candidate, but a knowledgeable professional ready to provide high-quality advice.
✨Showcase Your Client-Centric Approach
Prepare examples of how you've built and nurtured client relationships in the past. Highlighting your ability to cultivate connections and provide tailored financial planning will resonate well with the interviewers.
✨Demonstrate Your Communication Skills
Practice articulating complex financial concepts in simple terms. Excellent verbal and written communication is key in this role, so be ready to showcase how you can explain your strategies clearly to clients and colleagues alike.
✨Be Ready for Scenario Questions
Expect questions that assess your decision-making under pressure. Think of situations where you had to make tough calls or manage multiple deadlines, and be prepared to discuss how you handled them while adhering to policies and processes.