Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join a financial planning team and manage a ready-made client bank.
- Company: Respected independent accountancy firm in Penrith with a strong reputation.
- Benefits: Highly competitive salary, health cash plan, and hybrid working options.
- Why this job: Make a real difference in clients' lives while developing your career.
- Qualifications: Level 4 Diploma in Financial Planning and previous advisory experience preferred.
- Other info: Strong communication skills and attention to detail are key for success.
The predicted salary is between 28800 - 48000 £ per year.
A respected independent accountancy firm in Penrith seeks a Financial Planner to join its financial planning team. The role offers a ready-made client bank and ongoing business development opportunities.
Candidates should have a Level 4 Diploma in Financial Planning and ideally previous experience in a financial advisory role. The firm offers a highly competitive salary, a benefits package including health cash plan, and hybrid working options.
Strong communication skills and attention to detail are essential for maintaining client relationships.
Financial Planner – Readymade Client Bank, Hybrid 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 – Readymade Client Bank, Hybrid in Penrith
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at the firm. A personal introduction can make all the difference.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of financial planning and the specific services offered by the firm. Show them you’re not just another candidate, but someone who’s genuinely interested in their approach.
✨Tip Number 3
Don’t underestimate the power of follow-up! After your interview, send a thank-you email expressing your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you ace your application and connect with potential employers. Plus, it’s a great way to stay updated on new opportunities in the financial planning sector.
We think you need these skills to ace Financial Planner – Readymade Client Bank, Hybrid in Penrith
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma in Financial Planning and any relevant experience. We want to see how your skills match the role, so don’t be shy about showcasing your financial advisory background!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about joining our team and how you can contribute to our client bank. Keep it professional but let your personality come through!
Show Off Your Communication Skills: Since strong communication is key for this role, make sure your application reflects that. Use clear and concise language, and don’t forget to proofread for any pesky typos or errors before hitting send!
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’re considered for the role. Plus, it’s super easy – just follow the prompts!
How to prepare for a job interview at Tempest Jones Recruitment
✨Know Your Numbers
Brush up on your financial knowledge and be ready to discuss key metrics and trends in the industry. This will show that you’re not just qualified but also genuinely interested in the financial planning field.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've successfully built and maintained client relationships in the past. Strong communication skills are essential, so think about specific instances where your attention to detail made a difference.
✨Understand the Firm's Values
Research the accountancy firm’s mission and values. Be prepared to explain how your personal values align with theirs, especially regarding client service and business development opportunities.
✨Ask Insightful Questions
Prepare thoughtful questions about the role and the firm’s approach to financial planning. This not only shows your interest but also helps you gauge if the firm is the right fit for you.
