Financial Planner

Jobtailor; Greater London; On-site; GBP 40,000 - 65,000; Full time

Job summary

Jobtailor in London is seeking a client-focused professional to establish themselves as a trusted advisor and primary contact for clients, delivering high-quality financial planning advice and seeking the best outcomes for clients.

You will act as an ambassador for the firm and develop internal and external networks, create referral opportunities, and drive business growth while adhering to regulatory obligations and risk-based monitoring.

Qualifications

• CII Diploma in Regulated Financial Planning (or level 4 equivalent) as a minimum.
• Experience gained in a similar role within financial services, operations, and technical roles.
• Proven track record building client relationships.
• Solid knowledge of the financial planning process and solutions.
• Solid understanding of regulatory obligations for financial planners and firms.
• Strong communication and ability to manage a wide range of client cases and deadlines.
• Strong commercial awareness and ability to identify improvements.
• Willingness to support the personal development of less experienced team members.

Responsibilities

• Establish yourself as a trusted advisor and primary contact for clients.
• Deliver high-quality advice and seek the best outcomes for clients.
• Act as an ambassador for the firm and develop internal and external networks.
• Create referral opportunities and drive business growth and revenue.
• Manage priorities and ensure timely client delivery in an agile way.
• Adhere to regulatory obligations and risk-based monitoring requirements.
• Support and develop the AAB Wealth team by sharing knowledge.
• Collaborate across the team and take ownership of efficient client-work delivery.
• Use AAB Wealth systems, processes, and procedures consistently.
• Maintain the highest standards of conduct and integrity.
• Identify client needs and introduce wider AAB Group services.

Skills

Strong communication skills

Effective team-player mindset

Commercial awareness

Decision-making skills

Problem-solving skills

Ability to manage multiple clientCases

Ability to identify improvements

Client relationship building

Regulatory obligations understanding

Education

CII Diploma In Regulated Financial Planning

Tools

AAB Wealth Systems

AAB Wealth Processes

AAB Wealth Procedures

Job description

• Establish yourself as a trusted advisor and primary contact for clients
• Deliver high-quality advice and seek the best outcomes for clients
• Act as an ambassador for the firm and develop internal and external networks
• Create referral opportunities and drive business growth and revenue
• Manage priorities and ensure timely client delivery in an agile way
• Adhere to regulatory obligations and risk-based monitoring requirements
• Support and develop the AAB Wealth team by sharing knowledge
• Collaborate across the team and take ownership of efficient client-work delivery
• Use AAB Wealth systems, processes, and procedures consistently
• Maintain the highest standards of conduct and integrity
• Identify client needs and introduce wider AAB Group services

Requirements

• CII Diploma in Regulated Financial Planning (or level 4 equivalent) as a minimum
• Experience gained in a similar role
• Previous experience in financial services, operations, and technical roles
• Proven track record building client relationships
• Solid knowledge of the financial planning process and solutions
• Solid understanding of regulatory obligations for financial planners and firms
• Strong communication skills
• Ability to manage a wide range of client cases simultaneously and meet deadlines
• Strong commercial awareness
• Ability to identify improvements and communicate solutions
• Strong problem-solving and decision‑making skills
• Ability to serve as a role model and set excellent standards
• Willingness to support the personal development of less experienced team members by sharing knowledge and feedback
• Effective team‑player mindset

Core Competencies

Demonstrates expertise in financial planning and regulatory compliance, with a strong ability to build client relationships and deliver high-quality advice. Capable of managing multiple client cases while fostering team collaboration and supporting the development of team members.

Highest-signal resume keywords

• CII Diploma In Regulated Financial Planning
• Financial Planning Process Knowledge
• Regulatory Obligations Understanding
• Client Relationship Building
• Problem-Solving Skills

ATS Optimization Keywords

Soft Skills

• Strong Communication Skills
• Effective Team-Player Mindset
• Commercial Awareness
• Decision-Making Skills

Certifications & Qualifications

• CII Diploma In Regulated Financial Planning

Industry Keywords

• Financial Services
• Client Delivery
• Risk-Based Monitoring
• Business Growth
• Agile Methodology

Tools & Technologies

• AAB Wealth Systems
• AAB Wealth Processes
• AAB Wealth Procedures