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- Tasks: Provide tailored financial advice to high-net-worth clients through various communication methods.
- Company: Join an award-winning independent financial advisory firm with a stellar industry reputation.
- Benefits: Enjoy a competitive salary, bonus scheme, flexible working, and generous annual leave.
- Why this job: This role offers career progression, social opportunities, and the chance to make a real impact.
- Qualifications: Chartered status and 5+ years of financial advice experience required.
- Other info: Work closely with paraplanning and administration teams for positive client outcomes.
The predicted salary is between 43200 - 78000 £ per year.
We are excited to partner with an award-winning independent financial advisory firm that is actively seeking to grow its advice team! Our client has established an excellent reputation in the industry and takes pride in delivering tailored advice and wealth planning expertise to clients throughout the UK.
If you are an experienced Financial Planner looking for your next step in your career, we would love to hear from you!
What you'll be doing:
- Providing advice to a book of existing HNW/UHNW clients based across the area via phone call, online meetings and in person meetings
- Working closely with the clients, provide advice across a wide range of cases such as Pensions, Investments, Retirement Planning etc.
- Liaising with the Paraplanning & Administration teams to provide positive client outcomes
- Adhering to FCA requirements and Compliance Policies
What you need to apply:
- Chartered as a minimum
- 5 + Years Financial Advice experience with knowledge in Retirement Planning, Investments, Pensions
- The ability to form positive relationships with clients
What's in it for you?
- A basic salary of up to £75,000 dependent on experience and qualifications
- Bonus scheme
- Flexible working structure with working from home and flexitime offered
- Social opportunities throughout the year
- Exam funding and support
- Progression opportunities into different areas of the business, depending on which way you see your career heading!
- Generous annual leave allowance
What next?
Hit apply or contact Dan directly!
Chartered Financial Planner employer: enable Recruitment
Contact Detail:
enable Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend industry events, webinars, or local meetups to connect with others who may have insights or opportunities related to the Chartered Financial Planner role.
✨Tip Number 2
Research the firm’s values and recent achievements. Understanding their reputation and what they pride themselves on can help you tailor your conversations and demonstrate your genuine interest during interviews.
✨Tip Number 3
Prepare to discuss specific cases from your past experience that highlight your expertise in Retirement Planning, Investments, and Pensions. Being able to share real-life examples will showcase your skills and build trust with potential employers.
✨Tip Number 4
Stay updated on FCA regulations and compliance policies. Showing that you are knowledgeable about current standards will not only impress your interviewers but also demonstrate your commitment to maintaining high professional standards.
We think you need these skills to ace Chartered Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning, particularly focusing on your work with HNW/UHNW clients. Emphasise your knowledge in areas like Retirement Planning, Investments, and Pensions.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your ability to build positive client relationships. Mention specific examples of how you've successfully advised clients in the past.
Highlight Your Qualifications: Clearly state your Chartered status and any other relevant qualifications. This is crucial as the role requires a minimum of Chartered status and significant experience in financial advice.
Showcase Your Soft Skills: In your application, emphasise your interpersonal skills and ability to form strong relationships with clients. This is key for a role that involves direct client interaction and tailored advice.
How to prepare for a job interview at enable Recruitment
✨Showcase Your Expertise
As a Chartered Financial Planner, it's crucial to demonstrate your extensive knowledge in areas like Retirement Planning, Investments, and Pensions. Prepare specific examples from your past experiences that highlight your ability to provide tailored advice to HNW/UHNW clients.
✨Build Rapport with Clients
Since forming positive relationships with clients is key, practice how you would engage with them during the interview. Think about how you can convey empathy and understanding, as well as your approach to maintaining long-term client relationships.
✨Understand Compliance and Regulations
Familiarise yourself with FCA requirements and compliance policies relevant to financial planning. Be ready to discuss how you have adhered to these in your previous roles, as this will show your commitment to ethical practices in the industry.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and decision-making process. Think of situations where you've successfully navigated complex client needs or regulatory challenges, and be prepared to explain your thought process.
