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- Tasks: Help clients achieve their financial goals through planning and analysis.
- Company: Join BDO, a firm focused on positive relationships and professional growth.
- Benefits: Enjoy an award-winning environment that prioritizes personal and professional development.
- Why this job: Be part of a collaborative team that values integrity and innovation in finance.
- Qualifications: CFP designation preferred; 3+ years in wealth/financial planning industry.
- Other info: Opportunity to work with cutting-edge digital tools and strategies.
The predicted salary is between 36000 - 60000 £ per year.
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Client:
BDO
Location:
London, United Kingdom
Job Category:
Finance
EU work permit required:
Yes
Job Reference:
2b48d1379827
Job Views:
81
Posted:
18.02.2025
Expiry Date:
04.04.2025
Job Description:
Putting people first, every day
BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a high priority on your personal and professional growth.
Our Wealth Management practice is looking for a Financial Planner to join the team and own the following responsibilities:
Responsibilities
- Process client data and complete data entry in financial planning software.
- Identify financial planning needs and solutions for clients by considering the client’s wealth, life goals, and other objectives.
- Serve as a resource for clients with needs surrounding financial planning, investments, insurance, tax management, executive compensation, retirement analysis, estate planning, philanthropy, and business succession planning.
- Develop recommendations and identify areas of opportunity to assist clients in achieving their financial goals.
- Other Financial Planning tasks including, but not limited to: meeting preparation, RRSP, RESP, and TFSA account tracking, research assignments, prepare report packages, and other duties as assigned.
- Ad hoc duties and projects as required.
How do we define success for your role?
- You demonstrate BDO’s core values through all aspects of your work: Integrity, Respect, and Collaboration.
- You understand your client’s industry, challenges, and opportunities; clients describe you as positive, professional, and delivering high-quality work.
- You identify, recommend, and are focused on effective service delivery to your clients.
- You share in an inclusive and engaging work environment that develops, retains, and attracts talent.
- You actively participate in the adoption of digital tools and strategies to drive an innovative workplace.
- You grow your expertise through learning and professional development.
Your experience and education
- Be pursuant or have completed the Certified Financial Planner (CFP) designation.
- 3+ years’ experience in the wealth/financial planning industry is preferred (in a banking, insurance, investment-related workplace).
- Inquisitive, curious attitude by continuously asking questions and looking for opportunities to make improvements.
- You ideally have experience utilizing planning software and are proficient with the Microsoft Office Suite.
- Strong analytical and problem-solving abilities.
- Ability to work well independently with minimal supervision.
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Financial Planner, Wealth Management, London employer: TN United Kingdom
Contact Detail:
TN United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner, Wealth Management, London
✨Tip Number 1
Network with professionals in the wealth management industry. Attend finance-related events or webinars where you can meet people from BDO or similar firms. Building relationships can give you insights into the company culture and potentially lead to referrals.
✨Tip Number 2
Stay updated on the latest trends in financial planning and wealth management. Follow industry news, subscribe to relevant publications, and engage in discussions on platforms like LinkedIn. This knowledge will help you demonstrate your expertise during interviews.
✨Tip Number 3
Familiarize yourself with the specific financial planning software used by BDO. If possible, take online courses or tutorials to enhance your skills. Being proficient in their tools can set you apart from other candidates.
✨Tip Number 4
Prepare for the interview by practicing common financial planning scenarios. Think about how you would approach client needs and develop solutions. This will showcase your analytical skills and problem-solving abilities, which are crucial for the role.
We think you need these skills to ace Financial Planner, Wealth Management, London
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Financial Planner position at BDO. Understand the key responsibilities and required qualifications, so you can tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasize your experience in wealth management and financial planning. Make sure to mention any relevant certifications, such as the Certified Financial Planner (CFP) designation, and detail your experience with financial planning software.
Showcase Your Skills: Demonstrate your analytical and problem-solving abilities in your application. Provide specific examples of how you've successfully identified financial planning needs and developed solutions for clients in the past.
Personalize Your Cover Letter: Craft a personalized cover letter that reflects BDO's core values: Integrity, Respect, and Collaboration. Share your enthusiasm for helping clients achieve their financial goals and how you can contribute to an inclusive and engaging work environment.
How to prepare for a job interview at TN United Kingdom
✨Understand BDO's Core Values
Before the interview, familiarize yourself with BDO's core values: Integrity, Respect, and Collaboration. Be prepared to discuss how you embody these values in your work and provide examples from your past experiences.
✨Showcase Your Financial Planning Expertise
Highlight your experience in financial planning, especially any specific software you've used. Be ready to discuss how you've identified client needs and developed tailored solutions in previous roles.
✨Demonstrate Analytical Skills
Prepare to showcase your analytical and problem-solving abilities. You might be asked to solve a hypothetical financial scenario, so practice articulating your thought process clearly and logically.
✨Ask Insightful Questions
During the interview, ask questions that show your curiosity about the role and the company. Inquire about their approach to client relationships or how they integrate digital tools into their financial planning processes.
