Financial Planner in DY8, Stourbridge, Dudley

Energy Jobline CVL; Stourbridge; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading financial advisory firm in the UK is seeking a Financial Planner to join their team. This role offers a starting salary of £50,000 with potential OTE of £70,000 in the first year, along with a generous bonus scheme and hybrid working options. Candidates should hold a Level 4 Diploma in financial planning and have at least 1 year of advisory experience. The firm focuses on offering independent financial advice, including cashflow modelling and growing client relationships.

Benefits

Generous bonus scheme

Hybrid working

Company benefits

Qualifications

• 1+ years’ experience as a Financial Advisor (preferably with CAS status).
• Ability to grow a client bank through referrals.
• Familiarity with identifying potential IHT liabilities and mitigation strategies.

Responsibilities

• Conduct in-depth reviews to understand clients’ financial goals.
• Provide independent financial planning advice including cashflow modelling.
• Advise on pensions, savings, investments and other financial needs.
• Grow a client bank through referrals.
• Collaborate with back-office and AI-generated reports for financial strategies.

Skills

Client-centric approach

Interpersonal skills

Good IT skills

Holistic financial planning

Cash flow modelling

Education

Full Level 4 Diploma in financial planning or equivalent

Job description

Overview

Energy Jobline is the largest and fastest growing global Energy Job Board and Energy Hub. We have an audience reach of over 7 million energy professionals, 400,000+ monthly advertised global energy and engineering jobs, and work with the leading energy companies worldwide.

We focus on the Oil & Gas, Renewables, Engineering, Power, and Nuclear markets as well as emerging technologies in EV, Battery, and Fusion. We are committed to ensuring that we offer the most exciting career opportunities from around the world for our jobseekers.

Our client is seeking a Financial Planner in the Dudley / Wolverhampton / Worcester area to join their team and benefit from a highly competitive salary and their generous monthly bonus of 25% of initial fees on all new business written, plus additional tiered annual bonus for meeting benchmark. You will be supplied with an existing client bank to takeover and grow, with full suite of back-office support team of Paraplanners and Administrators plus state-of-the-art AI processes to enable you to concentrate on client facing factfinding and recommendation meetings. You will also be providing fully independent financial planning advice offering cashflow modelling.

They are seeking a client focused Financial Planner who can be at the early stages of their Adviser career who enjoys building strong relationships and provide excellent service to their clients. You should be hungry to grow this client bank organically through referrals and full holistic advice. As further acquisitions come on board you are likely to have additional higher value clients added to your portfolio.

Successful Financial Planners in their team obtain growth through their high level of financial planning service and exceptional client relationships.

You should focus on conducting in-depth reviews to understand your client’s current and future financial goals and objectives, and with the support of their back-office team and AI generated reports formulate appropriate financial strategies. You will be advising on clients’ pensions, savings, investments and other financial needs.

This role is ideal for someone who is at the beginning of their Financial Planning journey. Our client will look to develop your skills and knowledge in order to enable you to grow your client bank and income. Your salary will grow each year linked to your recurring income.

Financial Planner Responsibilities

• Conduct in-depth reviews to understand clients’ current and future financial goals and objectives.
• Provide fully independent financial planning advice including cashflow modelling.
• Advise on pensions, savings, investments and other financial needs.
• Grow a client bank through referrals and holistic financial planning services.
• Collaborate with back-office team and AI-generated reports to formulate appropriate financial strategies.

Financial Planner Qualifications

• You must hold full Level 4 Diploma in financial planning or equivalent.
• You should have 1+ years’ experience as a Financial Advisor (ideally with CAS status).
• You should be comfortable growing a client bank through referrals.
• You should be familiar with cash flow modelling and be able to identify potential IHT liabilities and mitigation strategies.
• You should have a client-centric approach and dedication to meeting clients’ financial objectives and tax strategies.
• You should have excellent interpersonal skills, approachability, professionalism and good IT skills.

Financial Planner Benefits

• Starting salary of £50,000.
• OTE of approximately £70,000 during the first year with opportunity to grow in future years.
• Generous bonus scheme for new business written, paid monthly.
• Additional annual incentive available.
• Hybrid working.
• Plus company benefits.

Company

This IFA firm with over £5bn of AuM is looking to significantly grow their business. Growth relies on having the right people in the business, so they are building a strong team of passionate and skilled members.

Locations

Dudley / Wolverhampton / Worcester

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