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For Companies At a Glance
- Tasks: Manage client relationships and provide expert financial advice in a supportive team.
- Company: A warm and welcoming firm focused on holistic client wealth accumulation.
- Benefits: Competitive salary, pension, private medical insurance, and generous holiday allowance.
- Why this job: Join a growing team and make a real difference in clients' financial lives.
- Qualifications: Level 4 CII qualification in Financial Planning; ideally working towards Chartered status.
- Other info: Enjoy a collaborative environment with full back-office support and career growth opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Opportunity to join a growing firm dedicated to helping clients accumulate life, not just wealth, as a Financial Planner, as the firm continues to expand their team. A warm and welcoming company, fostering a harmonious, approachable, and easy-going environment.
Outline of the Role
- Take on existing review clients and maintain client relationships as the sole advisor
- Work with a dedicated team for client support - Paraplanner and Administrator
- Offer support and guidance in investment planning, pension and insurance.
Financial Planner Requirements:
- Qualified to level 4 CII Regulated Diploma in Financial Planning
- Ideally Chartered Status or progressing towards Chartered status and have a good understanding of financial advice regulations
- Office based in Devon
- Minimum 3 years experience in a Financial Advice business with exceptional organisational and planning skills
- Excellent written and verbal communication, numeracy skills, and a proactive, innovative mindset
- Experience in the financial advice process and a passion for collaboration and interaction with others
Benefits
- Annual salary dependent on experience and chartered status
- Pension and PMI
- Free parking
- 25 days holiday plus Bank Holidays.
- Full back office support
Chartered Financial Planner in Somerset employer: The Progress Shed
Contact Detail:
The Progress Shed Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner in Somerset
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research the company thoroughly and think about how your experience aligns with their values. Practise common interview questions and be ready to showcase your passion for helping clients accumulate life, not just wealth.
✨Tip Number 3
Show off your skills! Bring along examples of your work or case studies that highlight your organisational and planning skills. This will help you stand out as a proactive and innovative candidate who’s ready to hit the ground running.
✨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 genuinely interested in joining our warm and welcoming team.
We think you need these skills to ace Chartered Financial Planner in Somerset
Some tips for your application 🫡
Show Your Passion for Financial Planning: When writing your application, let us see your enthusiasm for helping clients accumulate life, not just wealth. Share any personal experiences or motivations that drive you in the financial planning field.
Tailor Your CV and Cover Letter: Make sure to customise your CV and cover letter to highlight your qualifications and experience relevant to the Chartered Financial Planner role. We want to see how your skills align with our warm and welcoming company culture.
Be Clear and Concise: In your written application, clarity is key! Use straightforward language and avoid jargon where possible. We appreciate a well-structured application that’s easy to read and gets straight to the point.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity with our growing team.
How to prepare for a job interview at The Progress Shed
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around investment planning, pensions, and insurance. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in the role.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've successfully maintained client relationships or worked collaboratively with a team. This will help demonstrate your organisational skills and your proactive approach to financial advice.
✨Communicate Clearly
Since excellent communication is key in this role, practice articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend to get comfortable discussing complex financial concepts in simple terms.
✨Embrace the Company Culture
Research the firm’s values and culture. Since they pride themselves on being warm and welcoming, think about how you can convey your approachable nature during the interview. A friendly attitude can go a long way in making a positive impression!
