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For Companies At a Glance
- Tasks: Meet clients, provide tailored financial advice, and maintain excellent service standards.
- Company: Join a successful independent financial planning firm with a strong reputation.
- Benefits: Enjoy a competitive salary, bonuses, benefits, and provided client leads.
- Why this job: Grow your career in a supportive environment with ongoing professional development opportunities.
- Qualifications: Hold a Level 4 Diploma in Financial Advice; Level 6/Chartered status is a plus.
- Other info: Work in a dynamic team while building long-term client relationships.
The predicted salary is between 48000 - 72000 £ per year.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team. As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as well as back-office support and continued professional development opportunities.
Key Responsibilities
- You will meet with prospective clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations.
- You must outline with your clients the type of ongoing service that they wish to receive.
- You will plan, work towards, and generate a pipeline that sufficiently meets your pre-agreed business targets.
- It is crucial that you contact all leads supplied within an agreed timescale and then update the business with progress as/when appropriate.
- You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations.
- You must utilise the research panel when selecting the tailored advice for your clients while ensuring that all client files are kept up to date and well maintained.
- You must construct reports in line with company standards.
- You will communicate and liaise effectively with the back-office, management, and marketing teams.
- It is imperative that you always provide clear, concise, and accountable information.
- You will have the desire to continue your professional development, whilst also increasing your technical knowledge in specialist advice areas.
About You
- You will hold the Level 4 Diploma in Financial Advice as a minimum; this can be via the CII, CISI, or LIBF. Level 6 / Chartered status is desired but not essential.
- You will be a confident, authentic, genuine, and charismatic individual with excellent sales and presentation skills.
- You must have exceptional interpersonal and organisational skills as well as possess excellent communication and negotiation skills.
- You will be driven and highly motivated to achieve and exceed business targets.
- You must be hard working, enthusiastic, passionate, focused, and articulate with a strong commitment to delivering an excellent client experience and service.
- It is imperative that you always adopt highly moral, ethical, and professional approaches to your work.
- You will be eager to develop your career and will therefore possess a strong understanding of how you would like to achieve this.
- You will be prepared to undergo further study and training where appropriate.
- You must have excellent knowledge on all areas of financial planning (including investments, pensions, protection, retirement options, and tax planning).
- You must be able to research, analyse, and interpret a diverse range of information.
- You will have a strong ability to build and maintain long-term client relationships.
- You will have the ability to work individually as well as part of a team.
- You will have strong literacy, numeracy, and IT skills.
- You will be able to convey complex information, to a wide variety of people with various levels of understanding, both written and verbally.
Financial Planner, Sevenoaks, Up to £60k Basic Salary + Bonus + Benefits + Clients Provided employer: TAB Consultancy
Contact Detail:
TAB Consultancy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner, Sevenoaks, Up to £60k Basic Salary + Bonus + Benefits + Clients Provided
✨Tip Number 1
Network with professionals in the financial planning industry. Attend local finance-related events or seminars in Sevenoaks to meet potential colleagues and clients. Building relationships can lead to referrals and insights about the company culture.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning. This will not only enhance your knowledge but also demonstrate your commitment to professional development during interviews. Staying updated shows that you are proactive and dedicated.
✨Tip Number 3
Prepare to discuss your approach to client relationships. Think about how you would build trust and rapport with clients, as this is crucial for a Financial Planner. Be ready to share examples of how you've successfully managed client expectations in the past.
✨Tip Number 4
Research the firm thoroughly before your interview. Understand their values, services, and client demographics. Tailoring your conversation to align with their mission can set you apart from other candidates and show your genuine interest in the role.
We think you need these skills to ace Financial Planner, Sevenoaks, Up to £60k Basic Salary + Bonus + Benefits + Clients Provided
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, particularly the Level 4 Diploma in Financial Advice. Emphasise your sales and presentation skills, as well as your experience in client relationship management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your charisma and motivation. Discuss your passion for financial planning and how you can contribute to the firm's success while meeting their expectations for client service.
Showcase Relevant Experience: In your application, provide specific examples of how you've successfully managed client relationships and met business targets in previous roles. This will demonstrate your ability to generate leads and maintain compliance.
Highlight Professional Development: Mention any ongoing professional development or training you are pursuing. This shows your commitment to growth in the financial planning field and aligns with the company's focus on continued professional development opportunities.
How to prepare for a job interview at TAB Consultancy
✨Showcase Your Charisma
As a financial planner, your ability to connect with clients is crucial. During the interview, demonstrate your charisma and authenticity by engaging with the interviewer, maintaining eye contact, and using positive body language.
✨Prepare for Technical Questions
Expect questions that assess your knowledge of financial planning, including investments, pensions, and tax planning. Brush up on these topics and be ready to discuss how you would approach various client scenarios.
✨Highlight Your Client Relationship Skills
Since building long-term client relationships is key, share examples from your past experiences where you've successfully managed client expectations and delivered exceptional service. This will show your potential employer that you can maintain their high standards.
✨Demonstrate Your Commitment to Development
The firm values ongoing professional development. Be prepared to discuss your career goals and any additional training or qualifications you are interested in pursuing. This shows your motivation to grow within the role.
