At a Glance
- Tasks: Provide financial advice to clients using advanced technology and AI-driven solutions.
- Company: Fast-growing wealth management firm with a modern, supportive culture.
- Benefits: Salary up to £45,000, 25% bonus, excellent benefits, and no late nights.
- Other info: Great career progression opportunities in a collaborative environment.
- Why this job: Join a forward-thinking team focused on client relationships without the stress of business development.
- Qualifications: Level 4 Diploma qualified with strong communication skills.
The predicted salary is between 45000 - 45000 £ per year.
An established and fast growing wealth management firm is looking to appoint a Financial Planner to join its innovative 'Path Finder' advisory team. This is a genuinely exciting opportunity to join a modern, forward thinking business that is investing heavily in technology, AI and scalable advice solutions to make financial planning more efficient, accessible and affordable for clients.
The role is ideally suited to either:
- A qualified Financial Planner looking to gain more client facing experience and develop within a highly supportive environment
- A more experienced adviser who no longer wants the pressure of constant business development, evening appointments or being on the road, and is instead looking for a stable, professional 9 to 5 role with clients provided.
You will work with an existing pipeline of lower complexity clients, delivering a simplified advice proposition supported by advanced technology, AI driven efficiencies and a collaborative wider team. This is not a cold business development role. All clients are provided, allowing advisers to focus on delivering excellent advice and building client relationships without the stress of self generation targets.
The business has significant funding in place, ambitious growth plans and a strong internal progression structure, making this an excellent long term career move.
What's on Offer
- Salary up to £45,000
- Bonus of 25% on all new business generated
- Existing clients and leads provided
- No expectation for late evening appointments or constant travel
- Strong paraplanning, admin and compliance support
- Excellent benefits package
- Modern technology led advice model
- Genuine progression opportunities within a rapidly growing firm
- Supportive and collaborative culture
The Ideal Candidate
- Level 4 Diploma qualified as a minimum
- Passionate about delivering good client outcomes
- Strong communication and relationship building skills
- Professional and client focused approach
- Keen to develop within a progressive wealth management business
This opportunity would suit advisers looking for a healthier work life balance, stronger support structure and a business committed to the future of financial advice.
Financial Planner - Desk Based. Job in Lancaster LilyLifestyle Jobs in Middleton employer: United Cerebral Palsy of Georgia
Join a dynamic and innovative wealth management firm in Lancaster, where you can thrive as a Financial Planner in a supportive and collaborative environment. With a focus on technology and client relationships, this role offers a healthy work-life balance, excellent benefits, and genuine opportunities for professional growth within a rapidly expanding company. Enjoy the stability of a desk-based position with no pressure for business development, allowing you to concentrate on delivering exceptional client outcomes.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner - Desk Based. Job in Lancaster LilyLifestyle Jobs in Middleton
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Tip Number 2
Prepare for those interviews by researching the company inside out. Understand their values, culture, and the tech they use. We want you to show them you’re not just another candidate, but someone who genuinely fits into their innovative team.
✨Tip Number 3
Practice your pitch! You’ll want to clearly articulate how your skills align with their needs. We suggest rehearsing with a friend or in front of a mirror until you feel confident and natural. Remember, confidence is key!
✨Tip Number 4
Don’t forget to follow up after your interview! A simple thank-you email can go a long way in keeping you top of mind. We believe this shows your enthusiasm and professionalism, which are traits they’ll appreciate in a Financial Planner.
We think you need these skills to ace Financial Planner - Desk Based. Job in Lancaster LilyLifestyle Jobs in Middleton
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Financial Planner role. Highlight your qualifications, especially if you have a Level 4 Diploma, and any relevant experience in client management.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're passionate about financial planning and how you can contribute to our innovative 'Path Finder' team. Be genuine and let your personality shine through!
Showcase Your Communication Skills:Since strong communication is key for this role, make sure your application is clear and concise. Use professional language but keep it friendly – we want to see your ability to build relationships right from the start.
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 this exciting opportunity with our forward-thinking firm.
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around the tools and technologies mentioned in the job description. Familiarise yourself with AI-driven solutions and how they can enhance client relationships. This will show that you're not just qualified but also genuinely interested in the innovative approach of the firm.
✨Showcase Your Communication Skills
Since strong communication and relationship-building skills are key for this role, prepare examples from your past experiences where you've successfully built rapport with clients. Think about how you can convey complex financial concepts in a simple way, as this is crucial for delivering excellent advice.
✨Emphasise Your Client-Centric Approach
The firm values a professional and client-focused approach, so be ready to discuss how you've prioritised client outcomes in your previous roles. Share specific instances where your advice led to positive results for clients, demonstrating your commitment to their financial well-being.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's growth plans, technology integration, and support structures. This not only shows your interest in the role but also helps you gauge if the company culture aligns with your career aspirations. It’s a great way to demonstrate that you’re looking for a long-term fit.
