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For Companies At a Glance
- Tasks: Manage and grow a portfolio of high-value clients while developing financial solutions.
- Company: Join a dynamic firm focused on delivering exceptional financial planning services.
- Benefits: Enjoy hybrid working, competitive bonuses, salary reviews every 6 months, and clear career progression.
- Why this job: This role offers the chance to work with complex financial needs and build valuable relationships.
- Qualifications: CII Chartered or close, experience with HNW clients, and a strong sales record required.
- Other info: Travel around the region is necessary, with initial time spent in Lincolnshire office.
The predicted salary is between 43200 - 72000 £ per year.
Job Description
Our client is seeking a CII Chartered Financial Planner to inherit and continue to grow and existing book of clients based around Hertfordshire, Bedfordshire, Northamptonshire, Cambridgeshire and Lincolnshire. This role will be based predominantly from the St Albans office and require travel around the region with some time spent in the short term in the Lincolnshire office.
Whist there are clients to inherit and you will need to develop an internal and external network of introducer's to help grow this further. You will be focusing on high-value and complex relationships, developing solutions for complex financial planning needs.
Requirements
– CII Chartered or very close to
– Experience advising HNW/Complex clients with current Competent Adviser Status.
– Strong sales record with proven experience of winning new business
Hybrid working is available with the majority of office time spend in St Albans and travel around the region. A plethora of benefits are on offer including a competitive bonus scheme, as well as salary reviews every 6 months and a clear progression path.
Chartered Financial Planner employer: Synchronicity Group
Contact Detail:
Synchronicity Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner
✨Tip Number 1
Network actively within the financial services community in Hertfordshire, Bedfordshire, Northamptonshire, Cambridgeshire, and Lincolnshire. Attend local industry events and seminars to meet potential introducers and clients, which can help you establish valuable connections.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise in financial planning. Share insights, articles, and success stories that highlight your experience with high-net-worth clients, making it easier for potential clients and introducers to find you.
✨Tip Number 3
Consider reaching out to existing clients to ask for referrals. Satisfied clients can be your best advocates, and their recommendations can help you build a strong network of introducers and new business opportunities.
✨Tip Number 4
Stay updated on the latest trends and regulations in financial planning. This knowledge will not only enhance your credibility but also enable you to provide tailored solutions for complex financial needs, making you more attractive to potential clients.
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 with high-net-worth clients and complex financial planning. Emphasise any relevant qualifications, especially your CII Chartered status or progress towards it.
Craft a Compelling Cover Letter: In your cover letter, explain why you are passionate about financial planning and how your skills align with the needs of the role. Mention your sales achievements and your ability to build strong client relationships.
Showcase Your Network: Demonstrate your ability to develop an internal and external network of introducers. Provide examples of how you've successfully built relationships in the past and how you plan to do so in this role.
Highlight Your Adaptability: Since the role involves hybrid working and travel, mention your flexibility and willingness to adapt to different working environments. Share any previous experiences that showcase your ability to thrive in such settings.
How to prepare for a job interview at Synchronicity Group
✨Showcase Your Expertise
As a Chartered Financial Planner, it's crucial to demonstrate your knowledge of complex financial planning. Be prepared to discuss specific cases where you've successfully advised high-net-worth clients and how you tailored solutions to meet their unique needs.
✨Network Like a Pro
Since the role involves developing an internal and external network of introducers, come ready with ideas on how you plan to build these relationships. Share examples of how you've successfully expanded your professional network in the past.
✨Highlight Your Sales Success
With a strong sales record being a requirement, be sure to prepare concrete examples of how you've won new business. Discuss your strategies for client acquisition and retention, and any metrics that showcase your achievements.
✨Understand the Region
Familiarise yourself with the areas you'll be working in, such as Hertfordshire and Lincolnshire. Showing knowledge about the local market and potential client demographics can set you apart and demonstrate your commitment to the role.
