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For Companies At a Glance
- Tasks: Provide financial advice and support clients in a desk-based role.
- Company: Growing independent financial planning firm in Lancashire.
- Benefits: Salary up to £45,000, attractive bonuses, and comprehensive benefits.
- Other info: Great career progression opportunities in a collaborative environment.
- Why this job: Join a supportive team and develop your advisory skills with flexibility.
- Qualifications: Level 4 Diploma and CAS status required, with 2+ years' experience.
The predicted salary is between 45000 - 45000 £ per year.
We’re working with a growing independent financial planning firm in the North West that is looking to appoint a Desk-Based Financial Planner to support its continued growth. This opportunity would suit a Level 4 qualified adviser with CAS status and a couple of years’ advisory experience who is looking to further develop within a supportive and well-established environment.
The Opportunity
- Desk-based advisory role within a respected independent firm
- Supportive and collaborative culture with strong internal support
- Flexibility and autonomy to manage your workload effectively
- Excellent opportunity to continue developing advisory and client relationship skills
- Clear long-term progression
- Level 4 Diploma qualified (essential)
- CAS status required
- Around 2+ years’ experience within financial planning/advice
- Strong communication and relationship-building skills
- Professional, client-focused approach
Package
- Salary up to circa £45,000
- Attractive bonus structure
- Comprehensive benefits package
- Flexible working environment
This is an excellent opportunity for an ambitious adviser seeking the next step in their career within a firm that offers strong support, flexibility, and genuine development opportunities. For a confidential discussion, please apply or get in touch directly.
Desk Based Financial Planner employer: Vernon Thomas Search
Contact Detail:
Vernon Thomas Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Desk Based Financial Planner
✨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 letting people know you’re on the lookout for new opportunities.
✨Tip Number 2
Practice your pitch! You never know when you’ll bump into someone who could help you land that Desk-Based Financial Planner role. Have a quick summary of your experience and what you’re looking for ready to go.
✨Tip Number 3
Leverage social media! Use platforms like LinkedIn to showcase your skills and connect with potential employers. Share relevant content and engage with others in the financial planning community to get noticed.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of great opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications!
We think you need these skills to ace Desk Based Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your Level 4 qualification and CAS status, as well as any relevant advisory experience you have. We want to see how you fit into our supportive culture!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about this desk-based role and how your background aligns with our values. Show us your passion for financial planning and client relationships!
Be Clear and Concise: When filling out your application, keep your language clear and to the point. We appreciate straightforward communication, so avoid jargon and make sure your key points stand out. This will help us understand your qualifications quickly!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s the easiest way for us to track your application and ensure it reaches the right people. Don’t miss out on this opportunity!
How to prepare for a job interview at Vernon Thomas Search
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around the Level 4 Diploma topics. Be ready to discuss your advisory experience and how it relates to the role. This shows you're not just qualified, but also genuinely interested in the field.
✨Showcase Your Communication Skills
As a Desk-Based Financial Planner, strong communication is key. Prepare examples of how you've built relationships with clients in the past. Practise explaining complex financial concepts in simple terms – this will demonstrate your ability to connect with clients effectively.
✨Emphasise Teamwork and Support
This role thrives in a supportive and collaborative culture. Share experiences where you've worked well within a team or supported colleagues. Highlighting your ability to contribute positively to a team environment will resonate well with the interviewers.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, growth opportunities, and how they support their advisers. This not only shows your interest in the role but also helps you gauge if the firm aligns with your career goals.