Orla Rose Associates
Financial Planner
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Financial Planner
An established and growing wealth management firm is seeking an experienced Financial Planner to join its team.
The opportunity
You will develop strong relationships with clients and prospective clients, delivering high-quality financial advice and planning services. Working independently and alongside specialist colleagues, you will help grow the client base while maintaining excellent standards of service, compliance, and professionalism.
Key responsibilities
- Build and maintain trusted relationships with new and existing clients
- Provide suitable financial-planning solutions in line with clients’ objectives
- Complete fact-finds and attitude-to-risk assessments
- Produce cashflow plans and client scenarios using Voyant
- Develop new business through referrals, networking, and professional connections
- Follow up enquiries generated through the firm’s marketing campaigns
- Deliver presentations to clients, prospective clients, and professional contacts
- Collaborate with colleagues to provide joined-up specialist advice
- Act as a main point of contact and respond effectively to client enquiries
- Arrange and coordinate client meetings
- Maintain accurate records using HubSpot and relevant back-office systems
- Complete time-sensitive project work, including the transition of acquired client banks
- Meet agreed commercial, service, and compliance targets
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Skills and experience
The successful candidate will:
- Hold a minimum CII Level 4 Diploma in Regulated Financial Planning or an equivalent qualification
- Have at least two years’ focused financial advisory experience
- Demonstrate a clear intention to work towards CII Chartered status
- Understand the requirements for delivering compliant, client-focused advice
- Have strong relationship-building and business-development skills
- Possess a proven track record of generating new business
- Be able to turn complex issues into clear, practical solutions
- Have excellent written and verbal communication skills
- Demonstrate strong attention to detail, organisation, and time management
- Be comfortable working towards targets, deadlines, and defined goals
- Work effectively both independently and as part of a team
- Be proficient in Outlook, Word, Excel, and Voyant; experience with HubSpot would be beneficial
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Compliance and professional standards
You will be expected to maintain a valid Statement of Professional Standing, complete appropriate continuing professional development, and remain current with relevant product, legislative, and technical developments.
The firm operates in accordance with FCA requirements, SM&CR conduct rules, and all applicable compliance, Treating Customers Fairly, anti-money laundering, data-security, anti-bribery, fraud, and corruption procedures.
Why apply?
This is an opportunity to join an expanding wealth management firm with ambitious plans for organic and strategic growth. You will work in a collaborative environment founded on team spirit, innovation, pragmatism, professionalism, and integrity.
To apply, please submit your CV and a brief covering statement outlining your relevant experience.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Location