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- Tasks: Provide tailored financial advice and build long-term client relationships.
- Company: Respected accountancy firm with a values-driven culture in the North of England.
- Benefits: Competitive salary, health cash plan, life cover, and hybrid working.
- Why this job: Join a thriving team with a ready-made client bank and ongoing business leads.
- Qualifications: Level 4 Diploma in Financial Planning and strong communication skills.
- Other info: Opportunity for career growth and development in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
A well-respected independent accountancy and business advisory firm operating across the North of England and Scotland is looking to strengthen its Financial Planning team in Penrith. With a strong values-driven culture and a focus on long term relationships, this company supports clients to achieve financial security and peace of mind while investing heavily in the development and wellbeing of its colleagues.
This is a rare role to join a thriving team and take on a ‘ready made’ client bank with ongoing prolific flow of new business leads to help you continue to grow your portfolio. You will also have the support from a highly skilled administration and paraplanning team.
What’s on offer for the Financial Planner:
- Highly competitive basic salary depending on experience and qualification.
- Readymade client bank with strong ongoing business development opportunities and qualified leads.
- Competitive benefits package including health cash plan, life cover and salary sacrifice pension.
- Hybrid working from office in Penrith.
- Introductory commission scheme for client referrals.
You will take over and develop a readymade client bank following a previous adviser departure covering a range of financial topics including pensions and retirement planning, IHT and estate planning advice, investment and savings along with protection as needed. You will also support the Head of Advice by servicing part of their existing client portfolio which will add further trail to your portfolio.
You will work closely with clients to understand their objectives and deliver robust tailored financial advice, providing high quality ongoing advice and maintaining long term client relationships. Undertaking internal and external business development activity to assist in generation of new client opportunities is also key.
Building and maintaining strong technical knowledge across financial planning and regulation is essential. You will be working with clients mainly in and around Penrith with occasional travel to surrounding areas e.g. Carlisle and Kendal.
Requirements:
- Minimum Level 4 Diploma in Financial Planning.
- Ideally previous experience in a financial advisory role.
- Strong understanding of FCA regulatory standards.
- Full UK driving licence.
- Excellent communication skills both written and verbal.
- Strong organisation skills with the ability to manage workloads and deadlines.
- High attention to detail and good IT skills.
For a confidential conversation or more information, please apply with your CV or contact Jenny Brophy at Tempest Jones Recruitment directly on jenny@tempestjones.com.
Financial Planner in Penrith employer: Tempest Jones Recruitment
Contact Detail:
Tempest Jones Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Penrith
✨Network Like a Pro
Get out there and connect with people in the financial planning world! Attend industry events, join local meetups, or even hit up LinkedIn. The more folks you know, the better your chances of landing that dream job.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share your knowledge about financial planning, FCA regulations, and how you can help clients achieve their goals. Let them see your passion and expertise!
✨Tailor Your Approach
Every firm is different, so make sure you tailor your conversations to fit their culture and values. Research the company beforehand and highlight how your experience aligns with their mission of supporting clients and developing colleagues.
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing the role! We’re all about making connections and helping you find the right fit, so take advantage of our resources and get your application in.
We think you need these skills to ace Financial Planner in Penrith
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Planner role. Highlight your qualifications, especially your Level 4 Diploma in Financial Planning, and any relevant experience in financial advisory roles.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re the perfect fit for our team. Share your passion for helping clients achieve financial security and how your values align with ours. Keep it concise but impactful!
Showcase Your Communication Skills: Since excellent communication is key in this role, make sure your written application is clear and professional. Use proper grammar and structure to demonstrate your attention to detail and strong organisation skills.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates about the process!
How to prepare for a job interview at Tempest Jones Recruitment
✨Know Your Numbers
As a Financial Planner, it's crucial to be well-versed in financial concepts and regulations. Brush up on key topics like pensions, IHT, and investment strategies. Being able to discuss these confidently will show your expertise and readiness for the role.
✨Showcase Your Client Relationship Skills
This firm values long-term relationships with clients. Prepare examples of how you've built and maintained client relationships in the past. Highlight your communication skills and how you tailor advice to meet individual client needs.
✨Demonstrate Your Team Spirit
With a strong focus on collaboration, it’s important to show that you can work well within a team. Share experiences where you’ve successfully collaborated with colleagues, especially in supporting roles like administration or paraplanning.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s culture, client base, and growth opportunities. This not only shows your interest in the role but also helps you gauge if the company aligns with your career goals and values.
