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- Tasks: Build and maintain client relationships while delivering tailored financial advice.
- Company: Join an award-winning Chartered Financial Planning firm with over 30 years of experience.
- Benefits: Enjoy a competitive salary, commission, bonuses, and a comprehensive benefits package.
- Why this job: Make a real impact by helping High Net Worth Individuals manage their finances ethically.
- Qualifications: Level 4 Diploma required; Level 6 preferred, with strong interpersonal skills.
- Other info: Work in a supportive environment with leading technology and national partnerships.
The predicted salary is between 43200 - 72000 £ per year.
Halecroft Recruitment are proud to be working on behalf of an award-winning Chartered UK Financial Planning and Wealth Management Firm that have been trading over 30 years to appoint a Financial Planner in Cheshire. This is an outstanding opportunity to build and maintain client relationships, deliver high quality tailored advice to High Net Worth Individuals with full back-office support of paraplanners, compliance, and administrators.
Based in the Hale office, the successful candidate will have an outstanding ability to deliver financial advice and associated investment management services to clients, offering investments advice, pension advice, inheritance tax planning, mortgages and protection. Using leading back-office technology that is continually developed to support advice, enabling clients to have a better understanding of their affairs. Additionally, ensuring all advice is provided within a strict ethical and compliance framework whilst putting clients at the heart of the business.
Offering a unique proposition with access to world class leading fund management at institutional discounted prices, giving their proposition a true competitive advantage. Independent, privately owned and well capitalised with national partnerships with leading national brands.
Requirements:- Relevant experience required with Level 4 Diploma minimum or above (Ideally fully chartered Level 6)
- Exceptional interpersonal skills to build trust and confidence with clients
- Ability to understand and communicate advice practices and processes clearly and effectively
- Technical/product knowledge and effective communication of wide-ranging holistic financial planning strategies & solutions
- History of providing Independent Financial Advice with HNW individuals
- Track record in retaining and growing portfolios of business within Financial Services
- Attractive salary - negotiable depending on experience
- Commission and bonus paid on performance against portfolio objectives
- Fully comprehensive company benefits package
Halecroft Recruitment offer a professional yet personable approach to ensure candidates and clients have a positive and trusting experience. If this role is something that aligns with your skills and experience and you would be keen to make the next step in your career, please apply now.
Chartered Financial Planner employer: Halecroft Recruitment
Contact Detail:
Halecroft 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 local finance-related events or join online forums to connect with others who may have insights or leads on opportunities at firms like ours.
✨Tip Number 2
Research the latest trends and regulations in financial planning. Being knowledgeable about current market conditions and compliance requirements will help you stand out during interviews and discussions.
✨Tip Number 3
Prepare to demonstrate your interpersonal skills. Since building trust with clients is crucial, think of examples from your past experiences where you've successfully established strong client relationships.
✨Tip Number 4
Familiarise yourself with the technology and tools used in financial planning. Understanding how to leverage back-office technology can show your readiness to hit the ground running in our fast-paced environment.
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 experience aligns with the specific needs of Halecroft Recruitment.
Highlight Relevant Experience: In your CV and cover letter, emphasise your relevant experience in financial planning, particularly with High Net Worth Individuals. Include specific examples of how you've successfully built client relationships and delivered tailored advice.
Showcase Your Qualifications: Clearly state your qualifications, especially if you hold a Level 4 Diploma or higher. If you're fully chartered (Level 6), make this prominent in your application to stand out as a strong candidate.
Personalise Your Cover Letter: Craft a personalised cover letter that reflects your understanding of Halecroft Recruitment's values and the importance of ethical compliance in financial advice. Mention why you are excited about the opportunity and how you can contribute to their success.
How to prepare for a job interview at Halecroft Recruitment
✨Showcase Your Technical Knowledge
As a Chartered Financial Planner, it's crucial to demonstrate your understanding of financial products and strategies. Be prepared to discuss specific cases where you've successfully advised clients on investments, pensions, or inheritance tax planning.
✨Build Rapport with Interviewers
Exceptional interpersonal skills are key in this role. Make an effort to connect with your interviewers by actively listening and engaging in conversation. Share personal anecdotes that highlight your ability to build trust with clients.
✨Prepare for Ethical Scenarios
Since the firm operates within a strict ethical and compliance framework, be ready to discuss how you would handle various ethical dilemmas. This shows your commitment to putting clients at the heart of your practice.
✨Highlight Your Track Record
Discuss your history of providing independent financial advice, particularly to high net worth individuals. Use specific examples to illustrate how you've retained and grown portfolios, showcasing your effectiveness in the financial services sector.
