At a Glance
- Tasks: Provide holistic financial planning and advice to a diverse client portfolio.
- Company: Established financial planning business in Moray with a supportive culture.
- Benefits: Flexible working, competitive salary, and professional development towards Chartered status.
- Other info: Opportunity for career growth in a dynamic and supportive environment.
- Why this job: Join a growing team and build lasting relationships while advancing your career.
- Qualifications: Level 4 qualification in financial planning and strong communication skills.
The predicted salary is between 49500 - 60500 £ per year.
An established and growing financial planning business in Moray is looking to appoint a qualified Financial Planner or Financial Adviser due to continued expansion. This is an excellent opportunity to join a supportive business with an established client base and plenty of clients ready to be looked after. You will have the opportunity to build strong, long term relationships while continuing to grow and develop your career within the business.
THE ROLE
You will provide holistic financial planning and advice to a varied portfolio of clients, helping them make informed decisions about their financial future. Your responsibilities will include:
- Managing and developing relationships with existing clients
- Providing advice across pensions, investments, protection and retirement planning
- Understanding each client’s circumstances, objectives and future plans
- Preparing and presenting suitable financial planning recommendations
- Conducting regular client reviews and maintaining accurate records
- Identifying opportunities to support clients across additional areas of financial planning
- Developing new business through referrals and professional relationships
- Working closely with the wider financial planning, paraplanning and administration teams
ABOUT YOU
The successful candidate will ideally have:
- A Level 4 qualification in regulated financial planning, such as DipPFS or an equivalent qualification
- Experience working as a Financial Planner, Financial Adviser or Independent Financial Adviser
- Competent Adviser Status and a current Statement of Professional Standing
- Strong knowledge of pensions, investments and protection
- Excellent communication and relationship building skills
- A client focused and professional approach
- The ability to manage an existing client portfolio while supporting continued business growth
Level 6 or Chartered Financial Planner status would be highly advantageous, although applications are welcomed from Level 4 qualified advisers who are keen to continue developing towards Chartered status.
THE OPPORTUNITY
- An established portfolio of clients to work with
- Flexible working arrangements
- Support from experienced paraplanning and administration teams
- Continued professional development and support towards Chartered status
- The opportunity to grow alongside an expanding business
- A competitive salary and benefits package based on experience
This opportunity would suit an experienced Financial Planner or Financial Adviser looking to join a growing and supportive business where they can develop their career while building lasting client relationships. Apply today for a confidential discussion.
Financial Planner / Adviser in Elgin employer: Thistle Rose Recruitment
Join one of the UK's fastest growing breweries as an Area Sales Manager in Bristol, where you'll be part of a dynamic team dedicated to building strong relationships and driving sales in the on-trade sector. With a competitive salary, car allowance, and bonus scheme, this role offers not only financial rewards but also a vibrant work culture that fosters personal and professional growth. Embrace the opportunity to develop your career in a company known for its ambitious growth plans and commitment to excellence in the brewing industry.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner / Adviser in Elgin
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Thistle Rose Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planner / Adviser in Elgin
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Thistle Rose Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Thistle Rose Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Thistle Rose Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Thistle Rose Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Thistle Rose Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Thistle Rose Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
