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For Companies At a Glance
- Tasks: Meet clients, provide top-notch service, and hit business targets.
- Company: Join a leading firm with a steady flow of client leads.
- Benefits: Enjoy a competitive salary, bonuses, and comprehensive benefits.
- Why this job: Great opportunity to build your own client base and grow your career.
- Qualifications: Experience in financial planning and strong customer service skills required.
- Other info: Work in compliance with FCA regulations while delivering exceptional service.
The predicted salary is between 48000 - 112000 £ per year.
Role: Independent Financial Planner Package: Up to £80,000 Basic Salary + Bonus + Benefits + Clients Provided Due to the regular flow of client leads on offer, the firm expect the successful individual to be writing business in excess of £400,000 per year (client fees not FUM) within the next 5 years; Your business target will include 100% of your new business and 100% of your ongoing business (bonus is paid at 40% post salary validation). Key Responsibilities You will meet with prospective clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations; You must outline with your clients the type of on-going service that they wish to receive. You will plan, work towards, and generate a pipeline that sufficiently meets your pre-agreed business targets; It is crucial that you contact all leads supplied within an agreed timescale and then update the business with progress as/when appropriate. You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations. You must utilise the research panel when selecting the tailored advice for your clients while ensuring that all client files are kept up to date and well maintained; You must construct reports in line with company standards. You will …
Financial Planner, London, Up to £80k Basic Salary + Bonus + Benefits + Clients Provided employer: TAB Consultancy
Contact Detail:
TAB Consultancy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner, London, Up to £80k Basic Salary + Bonus + Benefits + Clients Provided
✨Tip Number 1
Network with other financial planners and professionals in the industry. Attend local finance events or join relevant online forums to connect with potential clients and gain insights into the market.
✨Tip Number 2
Familiarize yourself with the FCA rules and regulations. Understanding compliance is crucial for this role, and demonstrating your knowledge during interviews can set you apart from other candidates.
✨Tip Number 3
Prepare to discuss your approach to client service and how you plan to maintain ongoing relationships. Highlighting your commitment to high-quality service will resonate well with the firm's expectations.
✨Tip Number 4
Showcase your ability to generate and manage a pipeline of business. Be ready to share examples of how you've successfully met targets in previous roles, as this will demonstrate your capability to achieve the firm's goals.
We think you need these skills to ace Financial Planner, London, Up to £80k Basic Salary + Bonus + Benefits + Clients Provided
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and client management. Emphasize any achievements related to meeting business targets and providing exceptional customer service.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your skills align with the responsibilities outlined in the job description, particularly your ability to generate business and maintain client relationships.
Showcase Compliance Knowledge: Demonstrate your understanding of FCA rules and regulations in your application. Mention any relevant training or certifications that highlight your commitment to compliance and ethical standards in financial planning.
Highlight Client Management Skills: Provide examples of how you have successfully managed client relationships in the past. Discuss your approach to understanding client needs and delivering tailored advice, as this is crucial for the role.
How to prepare for a job interview at TAB Consultancy
✨Understand the Role and Responsibilities
Make sure you have a clear understanding of the key responsibilities outlined in the job description. Be prepared to discuss how your previous experience aligns with their expectations, especially regarding client meetings and service delivery.
✨Demonstrate Your Client Management Skills
Since the role involves meeting prospective clients regularly, be ready to share examples of how you've successfully managed client relationships in the past. Highlight your ability to provide high levels of service and tailor advice to meet individual client needs.
✨Showcase Your Compliance Knowledge
Familiarize yourself with FCA rules and regulations, as compliance is crucial in this role. Be prepared to discuss how you ensure adherence to these standards in your work and how you maintain accurate client records.
✨Prepare for Business Development Questions
Given the emphasis on generating a pipeline and achieving business targets, think about your strategies for business development. Be ready to discuss how you plan to contact leads and convert them into clients, as well as how you would manage ongoing business.
