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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 culture.
- Why this job: Join a supportive team and develop your advisory skills in a flexible environment.
- Qualifications: Level 4 Diploma and CAS status with 2+ years of 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
Requirements
- 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 in Preston 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 in Preston
✨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 firm you’re applying to and understand their values and culture. Practise common interview questions and think about how your experience aligns with what they’re looking for. Confidence is key!
✨Tip Number 3
Showcase your skills! If you’ve got any relevant certifications or achievements, make sure to highlight them during your conversations. This is your chance to shine and demonstrate why you’re the perfect fit for the Desk-Based Financial Planner role.
✨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 proactive and take the initiative to connect with us directly.
We think you need these skills to ace Desk Based Financial Planner in Preston
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 prominently, as these are essential for us.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re the perfect fit for the Desk-Based Financial Planner role. Share specific examples of your advisory experience and how you’ve built client relationships in the past.
Showcase Your Communication Skills: Since strong communication is key in this role, make sure your application is clear and professional. Use concise language and avoid jargon to demonstrate your ability to communicate effectively.
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 don’t miss out on any important updates from our team.
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 is all about collaboration. Think of instances where you've worked well within a team or supported colleagues. Highlighting your ability to thrive in a supportive environment will resonate well with the firm's culture.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to client relationships and professional development opportunities. This not only shows your interest in the role but also helps you gauge if the company aligns with your career goals.