Senior Financial Planning Technical Advisor in Bromsgrove
Senior Financial Planning Technical Advisor

Senior Financial Planning Technical Advisor in Bromsgrove

Bromsgrove Full-Time 42000 - 84000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Enhance advisory outcomes and provide technical support to financial advisers.
  • Company: Leading independent financial advisory firm in the UK.
  • Benefits: Competitive salary, flexible working, pension scheme, health initiatives, and professional development.
  • Why this job: Join a dynamic team and make a real difference in financial planning.
  • Qualifications: Chartered Financial Planner with expertise in financial planning principles.
  • Other info: Full-time, permanent role based in Bromsgrove with great career growth.

The predicted salary is between 42000 - 84000 Β£ per year.

A leading independent financial advisory firm in the UK is seeking a Chartered Financial Planner to enhance advisory outcomes and provide technical support to advisers. The ideal candidate will have expertise in financial planning principles and experience in supporting advisers.

The role offers a competitive salary, flexible working options, and extensive benefits including:

  • a pension scheme
  • health initiatives
  • professional development opportunities

This position is full-time and permanent, based in Bromsgrove.

Senior Financial Planning Technical Advisor in Bromsgrove employer: AFH Wealth Management

As a leading independent financial advisory firm, we pride ourselves on fostering a supportive and dynamic work culture that prioritises employee well-being and professional growth. Located in Bromsgrove, our team enjoys flexible working options, a competitive salary, and a comprehensive benefits package that includes a pension scheme and health initiatives, making it an excellent place for those seeking meaningful and rewarding employment in the financial sector.
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Contact Detail:

AFH Wealth Management Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Senior Financial Planning Technical Advisor in Bromsgrove

✨Tip Number 1

Network like a pro! Reach out to your connections in the financial advisory world and let them know you're on the hunt for a Senior Financial Planning Technical Advisor role. You never know who might have the inside scoop on job openings or can put in a good word for you.

✨Tip Number 2

Prepare for those interviews by brushing up on your technical knowledge and financial planning principles. We recommend practising common interview questions with a friend or even in front of the mirror to boost your confidence and ensure you shine when it counts.

✨Tip Number 3

Don’t forget to showcase your experience in supporting advisers during interviews. Share specific examples of how you've enhanced advisory outcomes in the past. This will help you stand out as the ideal candidate for the role!

✨Tip Number 4

Apply through our website for a smoother process! It’s super easy, and we love seeing applications come directly from motivated candidates like you. Plus, it gives us a chance to see your enthusiasm right from the start!

We think you need these skills to ace Senior Financial Planning Technical Advisor in Bromsgrove

Chartered Financial Planner
Financial Planning Principles
Technical Support
Advisory Outcomes
Experience in Supporting Advisers
Communication Skills
Analytical Skills
Problem-Solving Skills
Attention to Detail
Knowledge of Financial Regulations
Client Relationship Management
Adaptability
Professional Development

Some tips for your application 🫑

Tailor Your CV: Make sure your CV highlights your expertise in financial planning principles and any relevant experience you have in supporting advisers. We want to see how your skills align with the role, so don’t be shy about showcasing your achievements!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Senior Financial Planning Technical Advisor role. Share specific examples of how you've enhanced advisory outcomes in the past – we love a good story!

Showcase Your Technical Skills: Since this role involves providing technical support, make sure to highlight any relevant qualifications or certifications you have. We’re looking for someone who can hit the ground running, so let us know what tools and techniques you’re familiar with!

Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!

How to prepare for a job interview at AFH Wealth Management

✨Know Your Financial Planning Stuff

Make sure you brush up on your financial planning principles before the interview. Be ready to discuss specific strategies and tools you've used in past roles. This shows that you’re not just familiar with the theory but can apply it practically.

✨Showcase Your Advisory Experience

Prepare examples of how you've supported advisers in previous positions. Think about challenges you faced and how you helped overcome them. This will demonstrate your ability to enhance advisory outcomes, which is key for this role.

✨Understand the Company Culture

Research the firm’s values and culture. Knowing what they stand for will help you tailor your answers and show that you’re a good fit. Plus, it gives you a chance to ask insightful questions about their approach to financial advising.

✨Ask About Professional Development

Since the role offers professional development opportunities, don’t hesitate to ask about them during the interview. This shows that you’re keen on growing your skills and are serious about contributing to the firm’s success.

Senior Financial Planning Technical Advisor in Bromsgrove
AFH Wealth Management
Location: Bromsgrove

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