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For Companies At a Glance
- Tasks: Engage with clients, provide tailored financial advice, and maintain excellent service standards.
- Company: Join a dynamic firm dedicated to delivering top-notch financial planning services.
- Benefits: Enjoy a competitive salary, bonuses, and opportunities for professional development.
- Why this job: Make a real impact in clients' lives while growing your career in a supportive environment.
- Qualifications: Hold a Level 4 Diploma in Financial Advice; Level 6/Chartered status is a plus.
- Other info: Ideal for motivated individuals eager to excel in the financial sector.
The predicted salary is between 43200 - 72000 £ per year.
Package: Up to £60,000 Basic Salary + Bonuses + Clients Provided
Key Responsibilities
- You will speak 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, compliance, and management 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, up to £60k Basic Salary with OTE of £100k+ employer: TAB Consultancy
Contact Detail:
TAB Consultancy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner, up to £60k Basic Salary with OTE of £100k+
✨Tip Number 1
Network with professionals in the financial planning industry. Attend relevant events, webinars, or workshops to meet potential colleagues and clients. Building relationships can lead to referrals and insights about the role.
✨Tip Number 2
Stay updated on the latest trends and regulations in financial planning. This knowledge will not only help you in interviews but also demonstrate your commitment to professional development and compliance.
✨Tip Number 3
Practice your presentation and communication skills. Since the role requires excellent interpersonal abilities, consider joining a local speaking club or engaging in mock presentations to boost your confidence.
✨Tip Number 4
Familiarise yourself with the tools and software commonly used in financial planning. Being proficient in these can set you apart from other candidates and show your readiness to hit the ground running.
We think you need these skills to ace Financial Planner, up to £60k Basic Salary with OTE of £100k+
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, client management, and compliance. Use specific examples that demonstrate your sales skills and ability to meet targets.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your commitment to providing excellent client service. Mention your Level 4 Diploma and any additional qualifications, emphasising how they align with the company's needs.
Showcase Your Skills: In your application, clearly outline your interpersonal, organisational, and communication skills. Provide examples of how you've successfully built client relationships and achieved business targets in previous roles.
Demonstrate Continuous Learning: Mention your eagerness to develop your career and any plans for further study or training. This shows your commitment to professional growth and staying updated on financial planning trends.
How to prepare for a job interview at TAB Consultancy
✨Showcase Your Qualifications
Make sure to highlight your Level 4 Diploma in Financial Advice and any additional qualifications you may have. Be prepared to discuss how your education has equipped you with the skills necessary for the role.
✨Demonstrate Client-Centric Approach
Prepare examples of how you've provided exceptional service to clients in the past. Discuss your methods for understanding client needs and how you tailor your advice accordingly.
✨Exhibit Strong Communication Skills
Practice conveying complex financial concepts in simple terms. During the interview, focus on your ability to communicate clearly and effectively, as this is crucial for building client relationships.
✨Prepare for Compliance Questions
Familiarise yourself with FCA rules and regulations relevant to financial planning. Be ready to discuss how you ensure compliance in your work and maintain high ethical standards.
