At a Glance
- Tasks: Help clients achieve their financial goals through comprehensive planning and personalised advice.
- Company: Join Suitable Life, a forward-thinking organisation dedicated to financial life planning.
- Benefits: Flexible working hours, ongoing training, and potential for future ownership in the business.
- Other info: Full training provided, with opportunities for professional development and certification.
- Why this job: Make a real difference in clients' lives while growing your career in finance.
- Qualifications: Experience in finance, strong analytical skills, and a passion for helping others.
The predicted salary is between 40000 - 50000 £ per year.
Suitable Life Group (Suitable Life) is an umbrella organization that brings together three distinct businesses: Suitable Money Advice Ltd - our independent, regulated IFA business and Suitable Legacy Planning Ltd - our estate and legacy planning business. Our mission is to help individuals relate their money to their life, enabling better decisions and more choices. With a focus on financial life planning and management, Suitable Life helps individuals understand what it takes to achieve and maintain their desired lifestyle while providing ongoing support and guidance.
Role Description
This is a full-time, on-site (some flexibility) role for a Financial Planner at Suitable Life, based in Poole. The Financial Planner will be responsible for providing comprehensive financial planning services, including retirement planning and personal financial planning. They will work closely with clients to understand their financial goals and develop customized plans to help them achieve those goals. These plans will be visualised within Voyant and also be an ongoing written output for the client. The Financial Planner will also play a key role in managing and protecting clients' financial assets, including money management of client's regulated assets. However, this role is about more than just managing the regulated side of people's investments - pensions, ISAs, etc. It is a full, holistic, financial life planning role that is interesting whilst challenging. Those looking to just acquire funds under management and talk equity and bond funds to clients need not apply.
Our typical clients are either:
- Small business owners, more often than not with property investments, and have a different outlook from someone just passively growing a pension pot. They probably already have enough, but either just don't know it yet or don't know any different other than to keep growing and building. Our role is to help them understand when is enough enough and to help them with all of the ongoing life and financial issues that having some wealth entails and ensure they can live their best life with the time they have left whilst fully understanding lifestyle and legacy options.
- Part or Full time property investors, who have accumulated a property portfolio and now want to understand the future in more detail - do they hold, when (or if) they sell, or do they pass the portfolio to the children. What are all the financial planning thoughts and practical steps required.
- NHS GP partners or consultants, who have an altruist passion for what they do but find themselves in a very different NHS today than it was when they joined. With a lot of their service due to be in the 2015 NHS pension scheme with a current retirement age of 67, they are wanting to understand how they can make full or semi-retirement a reality at age 58-60 and what they need to do now to ensure they have options to bridge that gap. Plus, they have all of the other ongoing lifestyle and legacy issues of those with an amount of wealth.
You would need to be open to understanding these types of client. Full training and support will be given, including in areas such as the NHS pension, Voyant cashflow modelling, the understanding of different client profiles, and why many client's still love property investments. If you want to make a significant difference to our client's lives, by carrying out 'proper' financial life planning then this is the role for you. We are looking for someone to grow with, and within our business. For the right individuals, future ownership within our business is a real opportunity.
Qualifications and Skills
- Financial Planning and Personal Financial Planning skills
- A desire to further better themselves and take further qualifications such as Level 6 or Certified Financial Planner (CFP) certification
- Experience in finance and retirement planning
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Attention to detail and ability to work with complex financial data
- Bachelor's degree in finance, accounting, or a related field would be a bonus
- Experience in the financial services industry is a must
Salary negotiable, based upon experience and the individual.
Financial Planner in Poole employer: Suitable Life Group
At Suitable Life Group, we pride ourselves on being an exceptional employer that values the growth and development of our team members. Located in the picturesque town of Poole, we offer a supportive work culture that encourages continuous learning and professional advancement, with opportunities for future ownership within the business. Our commitment to holistic financial life planning ensures that our Financial Planners can make a meaningful impact on clients' lives while enjoying a fulfilling career in a collaborative environment.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Poole
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Suitable Life Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planner in Poole
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Suitable Life Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Suitable Life Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Suitable Life Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Suitable Life Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Suitable Life Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Suitable Life Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
