At a Glance
- Tasks: Help clients plan their financial future with tailored advice on investments and retirement.
- Company: Established financial planning business in Moray, Scotland, with a supportive team.
- Benefits: Hybrid working, training support, and competitive salary based on experience.
- Other info: Relocation package available for those moving to Moray.
- Why this job: Make a real difference in clients' lives while growing your career in finance.
- Qualifications: Open to all experience levels; training provided for those eager to learn.
Location: Moray, Scotland (Relocation package on offer)
Salary: Open, depending on experience
Working arrangements: Hybrid and flexible working available
Thistle Rose Recruitment is working with an established financial planning business in Moray that is building for the future. They are open to appointing an experienced Financial Planner who can take on an existing client portfolio, or someone earlier in their career who they can train and support as they develop. You will join a local team with an established client base, experienced paraplanning and administration support, and the backing of a wider financial planning group.
THE ROLE
You will help clients plan for their future through advice on pensions, investments, protection and retirement planning. Depending on your experience, you will either take on client relationships from the outset or work towards this with training and support. The role will include:
- Building and maintaining relationships with clients
- Understanding their circumstances and financial goals
- Preparing and presenting financial planning recommendations
- Carrying out regular client reviews
- Working closely with paraplanning and administration colleagues
- Developing new business through referrals and professional relationships
ABOUT YOU
The business is open to different levels of experience. You could be an established Financial Planner looking for a new opportunity, or someone working in financial services who wants to progress into financial planning. For an experienced appointment, you will ideally hold a Level 4 qualification in financial planning or equivalent, alongside Competent Adviser Status and a current Statement of Professional Standing. For a development appointment, relevant financial services experience and a commitment to gaining the required qualifications will be important. Above all, you will enjoy working with people, building trust and providing a personal service.
THE OPPORTUNITY
- An established client base
- Training and support tailored to your experience
- Support with qualifications and professional development
- Experienced paraplanning and administration colleagues
- Hybrid and flexible working
- Salary open depending on experience
You will need to be based in Moray or willing to relocate to the area. For a confidential conversation, contact Toby at Thistle Rose Recruitment or apply today.
Financial Planner 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
✨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
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.
