At a Glance
- Tasks: Meet clients to understand their financial goals and provide tailored investment advice.
- Company: Join a fast-growing, top-rated Financial Planning firm in the East Midlands.
- Benefits: Competitive salary, uncapped bonuses, car allowance, and flexible hybrid working.
- Other info: Opportunity for long-term career growth within a supportive team environment.
- Why this job: Take charge of your career with significant earning potential and autonomy.
- Qualifications: Experience in financial planning and strong client relationship skills.
The predicted salary is between 45000 - 55000 £ per year.
Location: East Midlands
Contract: Permanent
Salary: £45,000 - £55,000 per annum
Bonus: OTE £10,000 min uncapped
Car Allowance: £6,000 per annum + Travel Expenses
Start Date: Flexible
*Hybrid Working 1 day per week in office*
Service Care Solutions are recruiting on behalf of a fast-growing, FTAdviser Top 100 Financial Planning firm for a Financial Planner to join the team on a permanent basis. This is an excellent opportunity for an experienced Financial Planner to take over a portfolio of clients and expand further through an exceptional referral network.
The successful candidate will focus on developing strong internal referral relationships across a wider accountancy group, whilst also servicing inbound opportunities and building a long-term client bank. This is an unrestricted employed model offering significant earning potential, autonomy, and long-term career growth.
Key Responsibilities:
- Meeting clients to understand their future investment plans and documenting them accordingly.
- Obtaining detailed reports and information from the clients to determine income, expenses, risk tolerance, capacity for loss, existing plans, personal circumstances, tax status and their financial objectives.
- Discussing the investment opportunities and risks related to the particular investment with the clients.
Financial Planner in Lincolnshire employer: Service Care Solutions
Join a dynamic and rapidly expanding FTAdviser Top 100 Financial Planning firm in the East Midlands, where you will enjoy a supportive work culture that prioritises employee growth and development. With a competitive salary, uncapped bonus potential, and the flexibility of hybrid working, this role offers an exceptional opportunity to build a rewarding career while fostering strong client relationships within a collaborative environment.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Lincolnshire
✨Network Like a Pro
Get out there and connect with people in the financial planning world! Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential colleagues or mentors. Building relationships can lead to referrals and job opportunities that aren’t even advertised.
✨Showcase Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your experience and knowledge in financial planning. Share success stories from your past roles and demonstrate how you can add value to their team. Confidence is key!
✨Leverage Social Media
Use platforms like LinkedIn to showcase your skills and connect with hiring managers. Share insightful articles, engage with industry discussions, and let your network know you’re on the lookout for new opportunities. It’s a great way to stay top of mind!
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us not only shows your interest but also gives you a better chance of being noticed. We’re here to help you land that dream role as a Financial Planner!
We think you need these skills to ace Financial Planner in Lincolnshire
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Planner role. Highlight your relevant experience and skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial planning and how your background makes you the perfect fit for our firm. Keep it engaging and personal.
Showcase Your Achievements:Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you've helped clients or improved processes in previous roles. We love seeing results!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Service Care Solutions
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your understanding of financial concepts and metrics. Brush up on key financial ratios, investment strategies, and market trends relevant to the role. Being able to discuss these confidently will show that you’re not just knowledgeable but also passionate about the field.
✨Showcase Your Client Relationship Skills
This role involves building strong relationships with clients and internal teams. Prepare examples from your past experiences where you successfully managed client portfolios or developed referral networks. Highlighting your interpersonal skills will be crucial in proving you can thrive in this environment.
✨Understand the Company Culture
Research the firm’s values and culture before the interview. Knowing how they operate and what they prioritise will help you tailor your responses. If they value teamwork and collaboration, for instance, be ready to share examples of how you’ve worked effectively within a team.
✨Prepare Questions to Ask
Interviews are a two-way street, so come prepared with insightful questions. Ask about their approach to client management, the tools they use for financial planning, or how they support professional development. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
