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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: Be part of a supportive culture with progression opportunities and exam funding for your career growth.
- Qualifications: Must be Chartered with 5+ years of financial advice experience in pensions and investments.
- Other info: Social events throughout the year to connect with colleagues and build relationships.
The predicted salary is between 54000 - 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
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!
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 advisory sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and clients. Building relationships can lead to referrals and insider knowledge about job openings.
✨Tip Number 2
Stay updated on the latest trends and regulations in financial planning. This will not only enhance your expertise but also demonstrate your commitment to continuous learning during interviews and networking opportunities.
✨Tip Number 3
Prepare for interviews by practising common questions related to client relationship management and financial advice scenarios. Being able to articulate your experience and approach to client needs will set you apart from other candidates.
✨Tip Number 4
Leverage social media platforms like LinkedIn to showcase your professional achievements and connect with industry leaders. Engaging with relevant content can increase your visibility and attract attention from hiring managers.
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 achievements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your ability to build relationships with clients. Mention your Chartered status and how your 5+ years of experience make you a perfect fit for the role.
Highlight Compliance Knowledge: Since the role requires adherence to FCA requirements and compliance policies, emphasise your understanding of these regulations in your application. This will show that you are not only skilled but also responsible.
Showcase Soft Skills: In addition to technical skills, highlight your soft skills such as communication, relationship-building, and teamwork. These are crucial for liaising with clients and working with paraplanning and administration teams.
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 Interviewers
Since forming positive relationships with clients is key in this role, make sure to engage with your interviewers. Use active listening skills and ask insightful questions about their firm’s approach to client relationships to show your genuine interest.
✨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 demonstrate your professionalism and commitment to ethical standards.
✨Discuss Your Career Aspirations
The firm offers progression opportunities, so be prepared to talk about your career goals and how they align with the company's growth. This shows that you are not only looking for a job but are also interested in contributing to the firm's success long-term.
