At a Glance
- 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, with excellent communication skills.
The predicted salary is between 50000 - 60000 € per year.
We are recruiting an ambitious and high calibre, ideally Chartered (or close to it), 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.
The person
- 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.
Where will I be working?
We are looking for someone to work from ideally our Leigh-on-Sea office, and offer hybrid working, which includes regular days in the office. 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 in Southend-on-Sea employer: Saltus
At Saltus, we pride ourselves on being an exceptional employer, offering a supportive and flexible work environment in our Leigh-on-Sea office. Our commitment to employee growth is evident through our industry-leading sales programme and exam support for further qualifications, ensuring that you can develop your skills while enjoying a generous holiday allowance and comprehensive benefits package. Join us to be part of a dynamic team that values client relationships and fosters a culture of collaboration and innovation.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Southend-on-Sea
✨Network Like a Pro
Get out there and start networking! Attend industry events, join local financial planning groups, and connect with professionals on LinkedIn. Building relationships is key to landing that Financial Planner role, so don’t be shy!
✨Show Off Your Skills
When you get the chance to meet potential employers, make sure to showcase your expertise. Prepare a few examples of how you've provided high-quality, goal-based financial planning in the past. This will help you stand out as a candidate who can deliver results.
✨Follow Up After Interviews
After an interview, don’t just sit back and wait! Send a quick thank-you email to express your appreciation for the opportunity. It’s a great way to reinforce your interest in the position and keep you top of mind for the hiring team.
✨Apply Through Our Website
We encourage you to apply directly through our website. It not only shows your enthusiasm for the role but also ensures your application gets the attention it deserves. Plus, you’ll find all the latest opportunities right there!
We think you need these skills to ace Financial Planner in Southend-on-Sea
Some tips for your application 🫡
Show Off Your Experience:Make sure to highlight your background in financial planning, especially if you're close to being Chartered. We want to see how you've provided high-quality, goal-based advice to clients and built relationships in your previous roles.
Tailor Your Application:Don’t just send a generic application! Take the time to tailor your CV and cover letter to reflect the specific skills and experiences that match our job description. We love seeing candidates who take the extra step to connect their experience with what we’re looking for.
Be Clear and Concise:When writing your application, keep it clear and to the point. We appreciate well-structured applications that are easy to read. Make sure to showcase your communication skills, as they’re super important for this role!
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 on joining our team!
How to prepare for a job interview at Saltus
✨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 Relationship Skills
Since building client relationships is key, prepare examples of how you've successfully nurtured client connections in the past. Think about specific instances where your communication skills made a difference in client satisfaction or retention.
✨Demonstrate Your Commitment to CPD
Be ready to talk about your ongoing professional development. Highlight any recent courses or certifications you've pursued, and express your enthusiasm for staying updated with industry regulations and market changes.
✨Emphasise Flexibility and Team Spirit
With the hybrid working model in place, show that you're adaptable and open to different working patterns. Discuss how you can contribute to team projects and support colleagues, demonstrating that you're a team player who values collaboration.
