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- Tasks: Provide tailored financial advice and build strong client relationships.
- Company: Established wealth management practice with a collaborative team.
- Benefits: Competitive salary, hybrid working, 25 days leave, and professional development support.
- Other info: Dynamic environment with opportunities for career growth.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Experience in financial planning and strong communication skills.
The predicted salary is between 50000 - 60000 £ per year.
An established and growing wealth management practice is seeking an experienced Financial Planner to join its advisory team based in the London / Gatwick / Crawley area. This is an excellent opportunity for a qualified adviser who is passionate about delivering high-quality independent financial advice and building long-term relationships with clients. The role offers a mix of existing client servicing and new business development, supported by a collaborative internal team including paraplanners and administrators.
You will advise clients across a range of areas including pensions, investments, protection and estate planning, delivering tailored financial strategies aligned with their personal goals.
Key Responsibilities- Provide high-quality, independent financial advice across pensions, investments, protection, and estate planning
- Build and maintain strong client relationships, delivering tailored financial plans and regular reviews
- Clearly explain complex financial concepts and present compelling Financial Plans and client propositions
- Achieve agreed new business and income targets, identifying opportunities within new and existing clients
- Support business development initiatives and collaborate with colleagues
- Ensure full compliance with FCA regulations, internal policies, and CPD requirements
- Maintain accurate client records and high professional standards
- Work closely with paraplanners, administrators, and internal teams to deliver exceptional client service
The ideal candidate will demonstrate:
- Proven experience in financial planning or wealth management within an IFA or advisory environment.
- Strong analytical skills and the ability to interpret and explain complex financial information.
- Excellent communication skills, both written and verbal.
- Strong organisational and record-keeping abilities.
- Ability to build strong and trusted relationships with clients and colleagues at all levels.
- A professional, confidential, and client-centric approach.
- Ability to work independently as well as collaboratively within a team.
- Good IT proficiency, particularly with Microsoft Word and Excel.
- Fluent written and spoken English.
- Minimum - Diploma in regulated Financial Planning or equivalent, desirable Advanced Diploma or working towards it.
Benefits
- Competitive salary (DOE)
- Hybrid / agile working
- 25 days annual leave
- Company pension contribution
- Professional development support
- Collaborative and supportive working environment
Location: Hybrid working with office presence in Gatwick / Crawley / London
Job Types: Full-time, Permanent
Financial Planner employer: The Administration Hub Limited
Contact Detail:
The Administration Hub Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network like a pro! Attend industry events, webinars, and local meetups to connect with other financial planners and potential clients. Remember, it’s all about building those relationships that can lead to job opportunities.
✨Tip Number 2
Showcase your expertise! Create a personal brand by sharing insights on social media or writing articles about financial planning topics. This not only demonstrates your knowledge but also helps you stand out in the competitive job market.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios related to financial planning. We recommend role-playing with a friend or mentor to boost your confidence and refine your responses.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged in their job search.
We think you need these skills to ace Financial Planner
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 expertise in pensions, investments, and client relationship management to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about delivering high-quality financial advice and how you can contribute to our collaborative team. Keep it engaging and personal!
Showcase Your Communication Skills: Since excellent communication is key in this role, make sure your written application is clear and concise. We want to see how well you can explain complex financial concepts in a way that’s easy to understand.
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 from our team!
How to prepare for a job interview at The Administration Hub Limited
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of pensions, investments, protection, and estate planning. Be ready to discuss how you've applied this knowledge in past roles, as well as any recent trends or changes in the financial landscape that could impact clients.
✨Build Rapport with Your Interviewers
Since building strong client relationships is key in this role, show your interpersonal skills during the interview. Engage with your interviewers, ask them questions about their experiences, and share relevant anecdotes that highlight your ability to connect with clients.
✨Prepare for Scenario Questions
Expect to be asked how you would handle specific client situations or challenges. Think through a few scenarios where you successfully delivered tailored financial strategies, and be ready to explain your thought process and the outcomes.
✨Showcase Your Team Spirit
This role involves collaboration with paraplanners and administrators, so highlight your teamwork skills. Share examples of how you've worked effectively within a team to achieve common goals, and express your enthusiasm for contributing to a supportive work environment.