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For Companies At a Glance
- Tasks: Manage and build a portfolio of clients in financial planning.
- Company: Join a leading Chartered Financial Planning firm known for innovation and client service.
- Benefits: Enjoy a salary up to £85,000, flexible working, and generous pension contributions.
- Why this job: Be part of a supportive culture that invests in your professional growth and offers exciting client opportunities.
- Qualifications: Must have an Advanced Diploma (CII or equivalent) and strong communication skills.
- Other info: Inherit clients and receive full support in admin and business development.
The predicted salary is between 51000 - 85000 £ per year.
Recruit UK is working with a highly innovative, Chartered Financial Planning company in Maidstone. With technology at the core of their offering, this company continues to expand, solidifying their presence within the Financial Planning profession. Alongside their commitment to excellent client service, they have created a supportive working environment, investing in their employees and supporting them with professional growth.
With clients to inherit, a market leading client proposition, a trusted brand name, and full support (admin/paraplanning/business development), you will have a great foundation to build and manage a portfolio of clients.
What’s in it for you:
- Salary up to £85,000 + OTE Bonus
- 8% company pension contribution
- Private Medical, Life Assurance
- Flexible working
- Support with professional qualifications
Skills and experience required:
- A client focused adviser
- Advanced Diploma (CII or Equivalent)
- Strong client communication skills
- Track record providing holistic financial planning to private clients
If you are considering a move, and feel the above opportunity is aligned to your career aspirations then please apply online.
Locations
Chartered Financial Planner employer: Recruit UK | Certified B Corp™
Contact Detail:
Recruit UK | Certified 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 wealth management industry, especially those who are already Chartered Financial Planners. Attend industry events or webinars to make connections and learn about potential job openings.
✨Tip Number 2
Research the company culture of the firm you're applying to. Understanding their values and how they support professional growth can help you tailor your conversations during interviews.
✨Tip Number 3
Prepare to discuss your client communication strategies in detail. Since strong client communication skills are essential for this role, think of specific examples that demonstrate your ability to build and maintain client relationships.
✨Tip Number 4
Stay updated on the latest trends and technologies in financial planning. Being knowledgeable about innovative tools and practices can set you apart from other candidates and show your commitment to the profession.
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 and client management. Emphasise your Advanced Diploma (CII or Equivalent) and any relevant qualifications that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your client-focused approach and strong communication skills. Mention how your values align with the company's commitment to excellent client service and professional growth.
Highlight Relevant Experience: In your application, detail your track record of providing holistic financial planning to private clients. Use specific examples to demonstrate your success and how you can contribute to the firm's growth.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial planning industry.
How to prepare for a job interview at Recruit UK | Certified B Corp™
✨Showcase Your Client-Focused Approach
As a Chartered Financial Planner, it's crucial to demonstrate your commitment to client service. Prepare examples of how you've successfully built relationships and provided tailored financial solutions in the past.
✨Highlight Your Qualifications
Make sure to discuss your Advanced Diploma (CII or equivalent) during the interview. This qualification is essential for the role, so be ready to explain how it has equipped you with the skills needed for holistic financial planning.
✨Communicate Clearly and Confidently
Strong communication skills are vital in this role. Practice articulating complex financial concepts in a simple manner, as you'll need to convey information effectively to clients who may not have a financial background.
✨Research the Company’s Values and Culture
Familiarise yourself with the company's commitment to innovation and employee support. Be prepared to discuss how your personal values align with theirs, and how you can contribute to their supportive working environment.
