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For Companies At a Glance
- Tasks: Help clients with financial planning, investments, and tax strategies.
- Company: Join a leading independent firm of Chartered Financial Planners in Essex.
- Benefits: Enjoy flexible hybrid working, bi-annual salary reviews, and a comprehensive benefits package.
- Why this job: Be part of a supportive team, grow your client base, and make a real impact.
- Qualifications: CII Chartered or soon to be, with 2+ years of client advisory experience.
- Other info: Work from Essex or London while building strong client relationships.
The predicted salary is between 43200 - 72000 £ per year.
Our client is an independent firm of Chartered Financial Planners specialising in holistic financial planning including pensions, investments, tax planning, mortgages and protection. As part of a wider professional services company, they have excellent internal relationships and shared clients to advise, whilst contributing to the ongoing growth of the firm's client book.
They are looking for a Chartered Financial Planner (CII) who can look after their client base around Essex. There is an Essex office so you can work out of Essex or London, but time spent in Essex on a weekly basis meeting clients and generating new business through external introducers will be required.
Requirements:
- CII Chartered, or will be within the next few months.
- 2+ years experience advising clients.
- A strong sales record, proven experience of developing new business from new and existing clients.
- Holistic financial planning experience with technical knowledge of pensions, investments and tax planning.
Our client offers a comprehensive corporate benefits package as well as bi-annual salary reviews and a flexible hybrid working policy.
Contact Detail:
Synchronicity Group 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, especially those who are already working in Essex. Attend local finance events or seminars to meet potential colleagues and clients, which can help you establish valuable connections.
✨Tip Number 2
Familiarise yourself with the specific financial needs and regulations in the Essex area. Understanding local market trends and client demographics can give you an edge when discussing your approach to holistic financial planning.
✨Tip Number 3
Prepare to demonstrate your sales record and business development skills during interviews. Have specific examples ready that showcase how you've successfully generated new business and maintained client relationships in your previous roles.
✨Tip Number 4
Showcase your technical knowledge in pensions, investments, and tax planning during discussions. Being able to articulate complex concepts clearly will not only impress interviewers but also highlight your expertise as a Chartered Financial Planner.
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 holistic financial planning, particularly in pensions, investments, and tax planning. Emphasise your sales record and any relevant qualifications, such as your CII Chartered status.
Craft a Compelling Cover Letter: In your cover letter, explain why you are interested in the Chartered Financial Planner position and how your skills align with the company's needs. Mention your experience in developing new business and your ability to build relationships with clients.
Showcase Your Experience: Provide specific examples of your past achievements in financial planning and client management. Highlight any successful projects or initiatives that demonstrate your ability to generate new business and maintain client relationships.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail and professionalism, which is crucial in the financial planning industry.
How to prepare for a job interview at Synchronicity Group
✨Showcase Your Holistic Financial Planning Skills
Make sure to highlight your experience in holistic financial planning during the interview. Be prepared to discuss specific cases where you've successfully integrated pensions, investments, and tax planning for clients.
✨Demonstrate Your Sales Acumen
Since a strong sales record is essential for this role, come equipped with examples of how you've developed new business. Discuss strategies you've used to attract and retain clients, as well as any metrics that showcase your success.
✨Familiarise Yourself with the Company
Research the firm thoroughly before the interview. Understand their values, client base, and the services they offer. This will help you tailor your responses and show genuine interest in contributing to their growth.
✨Prepare for Client Interaction Scenarios
Given the requirement to meet clients regularly, be ready to role-play or discuss how you would handle various client scenarios. This could include addressing client concerns or presenting financial plans, showcasing your interpersonal skills.
