Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowFirst seen 20 hours ago

Financial Planner

Quarsh33 open roles

Where
London, United Kingdom
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowFinancial PlannerQuarsh · London, United Kingdom

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Quarsh's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

11.5% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.4%3 days
  3. 11.5%7 days
  4. 18.1%14 days
  5. 35.6%30 days
  6. 44.6%60 days
This job: first seen 20 hours ago

The posting

Join Our Client's Team as a Financial Planner!

Our client is looking for a Financial Planner with a positive, growth mindset to join their team. As a Financial Planner, you will provide financial planning advice to our client's clients, primarily Medical Professionals. You will be the primary relationship manager, responsible for the quality and accuracy of all client advice, and will also develop new client relationships alongside the Head of Financial Planning.

Why You Should Apply:

  • Career Growth: Opportunities to take on new and existing clients from day one, with support for your professional development.
  • Dynamic Environment: Engage in business development activities, deliver initial and ongoing advice, and manage a robust client portfolio.
  • Supportive Culture: Our client's values of ownership, focus, positivity, and doing the right thing create a collaborative and positive workplace.

Skills and Experience You Need:

  • Technical Competence: FCA Certified, Chartered (QCF Level 6), with a minimum of 5 years of experience as a Financial Planner. Extensive technical knowledge of financial planning products and services is essential.
  • Client Interaction: Exceptional report writing and presentation skills, strong diagnostic and problem-solving abilities, and excellent influencing and relationship management skills.
  • Ethics and Integrity: High standards of ethics and integrity, with the ability to manage client review cycles alongside new business pipelines and successfully manage expectations and conflicting priorities.
  • Desirable Experience: Experience working with Medical professionals, NHS pension matters, and dealing with accountants and solicitors in cross-referral relationships is beneficial.

What's in It for You:

  • Skill Development: Gain experience with financial planning products and services, and stay updated with financial products and legislation through continuous professional development (CPD).
  • Client Interaction: Build your confidence and communication skills by directly engaging with clients and supporting their needs.
  • Professional Growth: Opportunities for career progression and taking on new and existing clients from day one.

Benefits:

  • Competitive salary (dependent on experience)
  • Discretionary bonus
  • 4x Death in Service
  • Group Income Protection
  • Auto-enrolment pension
  • Private Medical Insurance, including Optical and Dental cover (subject to probation)
  • 25 days annual leave + Bank holidays and Christmas close period
  • Season ticket loan scheme
  • Ride to work scheme
  • CII Membership sponsored
  • Exam support, with study leave
  • Payroll giving option
  • Hybrid working policy: work (up to) 2 days per week from home
From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Quarsh's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Quarsh's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Quarsh's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.