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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: Must be Chartered with 5+ years of financial advice experience in pensions and investments.
- Other info: Remote work and flexitime options available for a better work-life balance.
The predicted salary is between 45000 - 105000 £ 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
- Chartered as a minimum
- 5 + Years Financial Advice experience with knowledge in Retirement Planning, Investments, Pensions
- The ability to form positive relationships with clients
- 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! daniel@enable-recruitment.co (Just .co!)
Chartered Financial Planner employer: enable recruitment | B Corp™
Contact Detail:
enable recruitment | B Corp™ 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 leads on opportunities at firms like ours.
✨Tip Number 2
Showcase your expertise in Retirement Planning, Investments, and Pensions during interviews. Prepare specific examples of how you've successfully advised clients in these areas to demonstrate your value.
✨Tip Number 3
Familiarise yourself with FCA requirements and Compliance Policies relevant to financial advising. Being well-versed in these regulations will not only help you in interviews but also show your commitment to ethical practice.
✨Tip Number 4
Prepare thoughtful questions about the firm's approach to client relationships and wealth planning. This shows your genuine interest in their methods and helps you assess if it's the right fit for you.
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 in areas like Retirement Planning, Investments, and Pensions. Use specific examples to demonstrate your expertise and the positive outcomes you've achieved for clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to build strong client relationships. Mention your Chartered status and how your 5+ years of experience align with the firm's values and goals.
Highlight Compliance Knowledge: Since adherence to FCA requirements and compliance policies is crucial, make sure to mention any relevant training or experience you have in this area. This will show that you understand the importance of regulatory standards in financial advice.
Showcase Soft Skills: In addition to technical skills, emphasise your interpersonal skills. The ability to form positive relationships with clients is key, so provide examples of how you've successfully engaged with clients in the past.
How to prepare for a job interview at enable recruitment | B Corp™
✨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 high-net-worth clients.
✨Build Rapport with the Interviewer
Since forming positive relationships with clients is key in this role, make sure to establish a good rapport with your interviewer. Be personable, listen actively, and engage in a friendly conversation to showcase your interpersonal skills.
✨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 regulations in your previous roles, as this will demonstrate your professionalism and commitment to ethical standards.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to client management and their expectations for the role. This not only shows your genuine interest in the position but also helps you assess if the company aligns with your career goals.
