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- Tasks: Provide tailored financial advice and manage client relationships.
- Company: TMFP is a growing IFA practice focused on comprehensive financial planning.
- Benefits: Enjoy hybrid working, 25 days leave, pension scheme, and training support.
- Why this job: Join a supportive team with opportunities for career growth and skill development.
- Qualifications: Must be qualified with 12 months advisory experience and strong communication skills.
- Other info: We value diversity and are committed to creating an inclusive workplace.
The predicted salary is between 28800 - 48000 £ per year.
Starting Salary – depending on skills and previous experience.
Hours – 35 hours per week – at TMFP we have a hybrid approach to working to increase flexibility of where we work. Training will be carried out in the office, but once the training period is complete there will be the option to work from home on a hybrid basis.
Location – Claygate, Surrey or Stockbridge, Hampshire
About us
TMFP is a growing IFA practice that adds value through a detailed and comprehensive financial planning and investment process. The firm is committed to delivering a professional and transparent service to clients. TMFP encourages a high level of technical knowledge and qualifications for all staff and supports staff in developing their career.
What’s the job?
Working within the advisory team, your primary function will be to provide tailored and specialised financial advice which best suits our client’s current and ongoing needs with clarity and structure, ensuring all clients enjoy a positive customer experience.
As a Financial Planner you will ideally:
- Be fully qualified and have at least 12 months prior experience in an advisory role.
- Have excellent relationship building and communication skills.
- Have strong IT skills and be proficient in using Microsoft Office.
- Be a team player but also be able to work independently and be confident in using your initiative.
- Be organised and able to implement a proactive approach to your work.
- Display resilience and be able to work towards tight deadlines and changing priorities.
- Be willing to learn new skills to develop within the team and help others.
- Have a high level of attention to detail.
How will your day look?
- Provide, in collaboration with clients, tailored and specialised financial advice which best suits the client’s current and ongoing needs.
- Deliver, with support from the Service Delivery team, on the service and advice identified to fulfil the client advice plan.
- Work with professional connections and new clients to communicate the company’s offering and secure new business into the firm.
- Use third party systems to obtain illustrations and valuations.
- Manage relationships with third parties such as mortgage, life and insurance companies.
- Undertake client annual reviews and the due diligence alongside.
What’s in it for me?
As well as a competitive salary and structured career development plan aligned with your earning potential, our benefits package includes a pension scheme, 25 days annual leave (pro rata) and 8 paid bank holidays, hybrid working, the opportunity to job share (where possible), training/qualification support, shopping discounts, colleague wellbeing benefits and more!
Our Inclusive Culture
We are committed to exploring the possibilities of working smarter. This means we’d like to hear from you, whatever way you like to work.
We have a long-term commitment to building inclusive workplaces; we value diversity in our workforce and welcome enquiries from everyone. If you need assistance or a reasonable adjustment due to a disability, please let us know as part of your application and we will assist.
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Financial Planner employer: Taylor Made Financial Planning
Contact Detail:
Taylor Made Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Familiarise yourself with the financial planning process and the specific services TMFP offers. Understanding our approach will help you articulate how your skills align with our values during any discussions.
✨Tip Number 2
Network with professionals in the financial advisory field, especially those who have experience with TMFP or similar firms. Building connections can provide insights into the company culture and expectations.
✨Tip Number 3
Prepare to discuss your previous experiences in detail, particularly how you've built client relationships and provided tailored advice. Highlighting specific examples will demonstrate your capability and fit for the role.
✨Tip Number 4
Showcase your willingness to learn and adapt by discussing any recent training or qualifications you've pursued. This aligns with TMFP's commitment to professional development and can set you apart from other candidates.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and advisory roles. Emphasise your qualifications, skills in relationship building, and any specific achievements that demonstrate your ability to provide tailored financial advice.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of TMFP's values. Mention how your skills align with their commitment to delivering a professional and transparent service to clients.
Highlight Technical Skills: Since strong IT skills are essential for this role, ensure you mention your proficiency in Microsoft Office and any other relevant software. Provide examples of how you've used these skills in previous roles to enhance client experiences.
Showcase Your Proactive Approach: In your application, illustrate your proactive approach to work and your ability to manage tight deadlines. Share specific examples of how you've successfully navigated changing priorities in past positions.
How to prepare for a job interview at Taylor Made Financial Planning
✨Showcase Your Qualifications
Make sure to highlight your qualifications and relevant experience during the interview. Since the role requires being fully qualified with at least 12 months in an advisory position, be prepared to discuss specific examples of how your background aligns with the job requirements.
✨Demonstrate Communication Skills
As a Financial Planner, excellent relationship-building and communication skills are crucial. Practice articulating your thoughts clearly and confidently, and be ready to provide examples of how you've successfully communicated complex financial concepts to clients in the past.
✨Emphasise Teamwork and Independence
The role requires both teamwork and the ability to work independently. Be prepared to discuss situations where you have successfully collaborated with others, as well as instances where you took the initiative to complete tasks on your own.
✨Prepare for Technical Questions
Given the importance of strong IT skills and proficiency in Microsoft Office, expect technical questions related to these areas. Brush up on relevant software and be ready to discuss how you have used technology to enhance your financial planning processes.