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For Companies At a Glance
- Tasks: Help clients with financial planning, investments, and mortgages while managing diverse portfolios.
- Company: Join a well-established Financial Services Firm known for its supportive environment.
- Benefits: Enjoy hybrid working options and structured support as a self-employed advisor.
- Why this job: Make a real impact on clients' lives while growing your career in finance.
- Qualifications: Chartered Financial Planning status or Diploma Level 4 in Financial Planning preferred.
- Other info: Flexible hours and the chance to build a substantial client base await you!
The predicted salary is between 36000 - 60000 £ per year.
Recruit4staff are proud to be representing their client, an established Financial Services Firm in their search for a Financial Planner to work in their leading facility in Dronfield.
As a Financial Planner, you will be working on a self-employed basis whilst enjoying the support of a structured company framework ensuring compliance. You will be responsible for servicing and reviewing existing client portfolios, presenting a chosen proposition to clients, and onboarding new clients. Your day-to-day will also include managing existing portfolios covering retirement planning, investment planning, inheritance tax, estate planning, and mortgages.
Job Details:
- Pay: Negotiable
- Hours of Work: Monday to Friday, Hybrid arrangement
- Duration: Permanent
- Overtime Rules: N/A
Essential Skills & Experience:
- Be working as a Financial Planner building a client base of approximately £6 million in value
Desirable Skills & Experience:
- Financial planning
- Mortgages
- Life insurances
- Lifestyle planning
- Pensions
Desired Qualifications:
- Chartered Financial Planning status
- Diploma Level 4 in Financial Planning or similar
- Chartered status or working towards Chartered status
Additional Information:
- Structured and compliant company support for self-employed advisors
- Opportunity to manage a substantial and diverse client portfolio
- Flexibility to work on a hybrid basis
For further information about this and other Financial Planner positions, please apply now.
Finanical Planner in Dronfield employer: Recruit4Staff (Wrexham) Ltd.
Contact Detail:
Recruit4Staff (Wrexham) Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finanical Planner in Dronfield
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as Financial Planners. Attend local finance-related events or join online forums to connect with potential colleagues and clients.
✨Tip Number 2
Familiarise yourself with the specific financial products and services offered by the company you're applying to. This knowledge will help you tailor your discussions during interviews and demonstrate your genuine interest in their operations.
✨Tip Number 3
Consider obtaining or showcasing any additional certifications or qualifications that align with the role, such as a Diploma Level 4 in Financial Planning. This can set you apart from other candidates and show your commitment to professional development.
✨Tip Number 4
Prepare to discuss your experience in managing client portfolios and how you've successfully built relationships with clients in the past. Be ready to share specific examples that highlight your skills in retirement planning, investment strategies, and compliance.
We think you need these skills to ace Finanical Planner in Dronfield
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the responsibilities and requirements of a Financial Planner. Tailor your application to highlight relevant experience in financial planning, client management, and compliance.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience in building client portfolios, managing investments, and any specific qualifications like Diploma Level 4 in Financial Planning. Use quantifiable achievements to demonstrate your success.
Craft a Compelling Cover Letter: Write a personalised cover letter that explains why you are a great fit for the role. Mention your passion for financial planning and how your skills align with the company's structured support for self-employed advisors.
Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at Recruit4Staff (Wrexham) Ltd.
✨Know Your Numbers
As a Financial Planner, you'll need to demonstrate your understanding of financial metrics. Be prepared to discuss your experience managing client portfolios and how you've built a client base worth £6 million. Highlight specific examples of successful financial strategies you've implemented.
✨Showcase Your Qualifications
Make sure to mention your qualifications, especially if you hold a Diploma Level 4 in Financial Planning or are working towards Chartered status. This will show your commitment to the profession and your expertise in financial planning.
✨Understand the Company Framework
Familiarise yourself with the structured company framework that supports self-employed advisors. Be ready to discuss how you can leverage this support to enhance client service and compliance in your role.
✨Prepare for Client Scenarios
Anticipate questions about how you would handle various client scenarios, such as retirement planning or inheritance tax. Prepare to present your approach to onboarding new clients and managing existing portfolios effectively.
