Financial Planner

Posted 25 June by Joslin Rhodes

Our Mission:

Helping people to see that everything is going to be OK.

About us:

From a technical and regulatory viewpoint, we are Independent Financial Advisers. However, we operate completely differently from traditional financial advice firms because we do not focus solely on selling financial products. Instead we use our PlanHappy life coaching service to help people plan their life and retirement and enable them to enjoy their ideal lifestyle free of worry.

So, this fantastic role really is for a combined Life Coach and Financial Planner.

Whether you already work in the financial services industry or you are looking for a career change, we don’t care. That’s right! No prior experience is required. Instead we focus on people who can bring the nous and dedication to be a great coach and we train them in the technical aspects of financial advice.

We’ve built a great team of people over the years, which currently stands at 40 and growing. We generate turnover approaching £3m, do good numbers and have over £100m of client funds under management.

In January 2017 we moved to our fantastic new bespoke premises with over 10,000 sq./ft of prime financial planning space!

The role is 37 hours per week on a rota that involves working some 8.30am starts on some days and some 7.00pm finishes on other days.

Are we right for each other?

We’re looking for people who match the following:

o Have a calm and trustworthy aura

o Are personable and likeable

o Can read people and challenge them on their limiting beliefs

o Have had experience of 'life’ and can empathise

o Can explain technical information simply, clearly and with confidence

o Prefers the sound of other people’s voices rather than their own

o Can listen, diagnose and coach

o Who can sell our service by offering trust and comfort in it

o Has a head for numbers and people

o Can study for and pass the Level 4 qualification 'Diploma in Regulated Financial Planning’


Existing financial qualifications are not required however, you will be studying for the Diploma in Regulated Financial Planning which is a Level 4 qualification so academic study is something that you should be comfortable with.

You will be expected to study in your own time although support and study sessions are provided.

Once completed, you will proceed with the Advanced Diploma in Financial which is a Level 6 qualification.

Fitness & Propriety:

We are required to register you with the FCA as a Controlled Function in order for you to see clients. This includes and assessment on your fitness and propriety for a role in advising people on the investments and pensions. Previous convictions, credit problems and bankruptcies would likely hinder you chances of satisfying the FCA.

What We’re Offering:

o Great salary based on experience and qualifications

o A genuine opportunity for the right person to enjoy a new career

o Employer contributory pension scheme.

o Great benefits package

o Get out of bed every day knowing the work you do changes people’s lives.

o Have a job in a company that supports and champions the human outcome for all, our team, our clients and our managers.

o Support to achieve the Diploma and Advanced Diploma in Regulated Financial Planning

o Work for a company that provides great opportunities to develop yourself and further your career.

The starting salary is £25,000 per annum which increases to £40,000 as your qualifications and experience progresses. Starting salary is negotiable depending on experience and qualifications.

Closing Date:

When we find the right person.

Reference: 34672520

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