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For Companies At a Glance
- Tasks: Join a dynamic team to manage existing clients and develop new business opportunities.
- Company: A top-tier global wealth management firm with a strong reputation for excellence.
- Benefits: Flexible salary, generous bonuses, and excellent career progression opportunities.
- Why this job: Be part of a growing firm that values innovation and offers a vibrant corporate culture.
- Qualifications: Experience in financial planning is essential; all-rounders are encouraged to apply.
- Other info: Exciting growth phase means plenty of opportunities for personal and professional development.
The predicted salary is between 48000 - 120000 £ per year.
We are working with a highly respected, global wealth management firm who are looking to hire a new Financial Planner to their Nottingham office. This is an exciting time to join the firm, during a period of significant growth, and offers excellent career progression opportunities within a dynamic corporate environment.
They are looking for an all-rounder - someone who can take over some of their existing clients, as well as proactively developing new business both internally (through their large investment management team) and externally.
Salary is very flexible depending on level of experience (FP level up to £80K, Associate Director £80-100K, or Director £100K+) plus generous benefits and bonuses.
Get in touch for more details.
Contact Detail:
BWD Search & Selection Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner/Senior Financial Planner - Top Tier Wealth Management firm, Nottingham
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who work at or have connections to the firm. Attend industry events or webinars to make valuable contacts and learn more about the company culture.
✨Tip Number 2
Research the firm's recent projects and initiatives. Being knowledgeable about their current focus areas will help you engage in meaningful conversations during interviews and demonstrate your genuine interest in the role.
✨Tip Number 3
Prepare to discuss your experience with client management and business development. Think of specific examples where you've successfully built relationships or generated new business, as this is crucial for the role.
✨Tip Number 4
Showcase your understanding of the financial planning landscape and any relevant certifications you hold. This will highlight your commitment to professional development and reassure the employer of your expertise.
We think you need these skills to ace Financial Planner/Senior Financial Planner - Top Tier Wealth Management firm, Nottingham
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and requirements for the Financial Planner position. Tailor your application to highlight how your skills and experiences align with what the firm is looking for.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience in wealth management, client relationship management, and business development. Use specific examples to demonstrate your ability to manage existing clients and attract new business.
Showcase Your Skills: Make sure to showcase any relevant qualifications, such as financial planning certifications or degrees. Additionally, highlight soft skills like communication, analytical thinking, and teamwork, which are crucial in a dynamic corporate environment.
Craft a Compelling Cover Letter: Write a personalised cover letter that not only outlines your qualifications but also expresses your enthusiasm for joining a top-tier wealth management firm. Mention why you are excited about the opportunity and how you can contribute to their growth.
How to prepare for a job interview at BWD Search & Selection
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your understanding of financial metrics and investment strategies. Brush up on key financial concepts and be prepared to discuss how you've successfully managed client portfolios in the past.
✨Showcase Your Client Management Skills
This role involves taking over existing clients and developing new business. Be ready to share specific examples of how you've built and maintained client relationships, as well as any strategies you've used to attract new clients.
✨Understand the Firm's Culture
Research the wealth management firm’s values and culture. During the interview, align your answers with their corporate environment and demonstrate how you can contribute to their growth and success.
✨Prepare Questions for Them
Interviews are a two-way street. Prepare insightful questions about the firm's growth plans, team dynamics, and how they support professional development. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
