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For Companies At a Glance
- Tasks: Manage and build a portfolio of clients while providing holistic financial planning.
- Company: Join a leading Chartered Financial Planning firm known for innovation and client service.
- Benefits: Enjoy a salary up to £85,000, bonuses, flexible working, and an 8% pension contribution.
- Why this job: This role offers professional growth, a supportive environment, and a chance to make a real impact.
- Qualifications: You need an Advanced Diploma (CII or equivalent) and strong client communication skills.
- Other info: Inherit clients and receive full support in admin, paraplanning, 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 + 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.
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 join relevant online forums to build connections that could lead to job opportunities.
✨Tip Number 2
Research the company thoroughly before applying. Understand their values, client proposition, and the technology they use. This knowledge will help you tailor your conversations and demonstrate your genuine interest during interviews.
✨Tip Number 3
Prepare to discuss your experience with holistic financial planning in detail. Be ready to share specific examples of how you've successfully managed client portfolios and provided tailored advice, as this is crucial for the role.
✨Tip Number 4
Showcase your commitment to professional growth by mentioning any ongoing education or qualifications you are pursuing. This aligns with the company's investment in employee development and can set you apart from other candidates.
We think you need these skills to ace Chartered Financial Planner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of a Chartered Financial Planner. Tailor your application to highlight how your skills and experience align with the job description.
Craft a Compelling CV: Your CV should clearly showcase your qualifications, including your Advanced Diploma (CII or equivalent) and any relevant experience in holistic financial planning. Use bullet points for clarity and ensure it is well-structured.
Write a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Highlight your client communication skills and your commitment to providing excellent service. Make it personal and specific to the company’s values.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is accurate and up-to-date. A polished application reflects your professionalism.
How to prepare for a job interview at Recruit UK | Certified B Corp™
✨Research the Company
Before your interview, take some time to understand the company's values, mission, and recent developments. This will not only help you answer questions more effectively but also show your genuine interest in the role.
✨Prepare for Technical Questions
As a Chartered Financial Planner, you may be asked technical questions related to financial planning and investment strategies. Brush up on your knowledge and be ready to discuss your approach to holistic financial planning.
✨Showcase Your Client Communication Skills
Since strong client communication skills are essential for this role, prepare examples of how you've successfully managed client relationships in the past. Highlight your ability to explain complex financial concepts in an understandable way.
✨Discuss Professional Growth
The company values professional development, so be prepared to discuss your career aspirations and how you plan to continue growing in your field. Mention any relevant qualifications or training you are pursuing or plan to pursue.
