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- Tasks: Help clients with bespoke financial advice and manage their portfolios.
- Company: Join a top-notch financial planning practice in Bishop's Stortford with a stellar reputation.
- Benefits: Enjoy a competitive salary, flexible hours, and great perks like private health cover and social events.
- Why this job: Work with an established client bank and enjoy a supportive, vibrant office culture.
- Qualifications: Must be an experienced Financial Planner with a passion for client service.
- Other info: Refer a friend and earn £200 if they secure a position!
Our client is a Bespoke Financial Planning practice based in Bishop's Stortford. They specialise in providing unique and bespoke advice to private and corporate clients. Having a highly successful joint legal venture, our client ensures they provide only the highest standard of advice on the market.
This is a fantastic opportunity for an experienced Financial Planner to take on clients of the business from day one. Most clients come into the office although some are virtual. When you do have client meetings out and about, all expenses are covered. You will benefit from paraplanning and compliance support. There is no pressure on new business targets as there is already a client bank; of course, if this is part of the job you enjoy then this can be discussed.
Benefits:
- £70,000, negotiable
- Client bank from day one
- Busy, full office with a great culture
- Part-time or Full-time hours
- Annual bonus scheme (very lucrative)
- Contributory pension
- DIS
- Private Health Cover
- Salary sacrifice schemes (cycle to work and electric car scheme)
- Social events throughout the year
- Charity events
- Health & wellbeing programme
- Career development
What's next?
If you are already an experienced Financial Adviser looking for a new home, please apply today to be considered for this opportunity. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Financial Planner employer: CV-Library
Contact Detail:
CV-Library Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work in or around Bishop's Stortford. Attend local finance-related events or seminars to meet potential colleagues and clients, which can help you get a foot in the door.
✨Tip Number 2
Familiarise yourself with the specific services offered by bespoke financial planning practices. Understanding their unique approach will allow you to tailor your conversations and demonstrate how your experience aligns with their client needs.
✨Tip Number 3
Prepare to discuss your previous client management experiences in detail. Since this role involves taking on clients from day one, showcasing your ability to build and maintain strong client relationships will be crucial.
✨Tip Number 4
Research the company culture of the practice. Highlighting your fit within their busy office environment and your enthusiasm for participating in social and charity events can set you apart from other candidates.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning. Focus on your achievements, client management skills, and any specific qualifications that align with the bespoke services offered by the company.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the unique needs of private and corporate clients. Mention how your experience aligns with the company's values and their approach to client service.
Highlight Relevant Skills: In your application, emphasise skills such as client relationship management, compliance knowledge, and any experience with paraplanning. These are crucial for the role and will set you apart from other candidates.
Show Enthusiasm for the Role: Express your enthusiasm for joining a busy office with a great culture. Mention any interest in participating in social and charity events, as well as your commitment to ongoing career development within the financial planning sector.
How to prepare for a job interview at CV-Library
✨Know Your Financial Planning Fundamentals
Brush up on your financial planning knowledge, including investment strategies, tax regulations, and retirement planning. Being able to discuss these topics confidently will show your expertise and readiness for the role.
✨Understand the Company Culture
Research the bespoke financial planning practice and its values. Understanding their approach to client relationships and the importance of a collaborative culture will help you align your answers with what they are looking for.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter in this role. Be ready to discuss how you would handle various situations, showcasing your problem-solving skills and client management abilities.
✨Highlight Your Experience with Existing Clients
Since this position offers a client bank from day one, emphasise your experience in managing existing clients. Share specific examples of how you've built relationships and provided tailored advice to demonstrate your fit for the role.
