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- Tasks: Lead the Financial Planning division and manage client relationships.
- Company: Join a well-established Mortgage Advice business in Cambridgeshire with a strong client base.
- Benefits: Enjoy flexible working, a competitive salary starting at £50K, and unlimited earning potential.
- Why this job: Grow your career with equity stake opportunities and support from a dedicated team.
- Qualifications: Must have Level 4 Financial Planning Diploma and experience in an IFA role.
- Other info: Work from the office at least 3 days a week to maximize client engagement.
The predicted salary is between 50000 - 70000 £ per year.
Job Description
Our client, an extremely well-established Mortgage Advice business based in Cambridgeshire, with 14 Mortgage Advisers, is looking for an experienced Financial Planner to take on the Financial Planning side of the business.
The business currently looks after circa 140 clients with £35m – £40m FUM, but there are around 4000 existing Mortgage clients who are untapped for Financial Planning advice, together with a significant number of ongoing new leads.
For the successful recruit, the role offers the opportunity to manage and grow the Financial Planning division and to acquire an equity stake going forward.
Paraplanning and administration support is available, and the firm is part of a Financial Planning network, hence additional help and support is available through this channel.
The role offers flexible working although, in order to build rapport with the Mortgage Advisers and fully capitalise on potential leads, it would make sense to work from the Cambridgeshire office at least 3 days per week.
There is significant flexibility around package, which will depend on experience, qualifications and track record but minimum basic salary is expected to be £50K. There will also be a generous bonus arrangement meaning that overall earnings are unlimited.
To be considered, you will currently be working in an IFA role and have a minimum of Level 4 Financial Planning Diploma. You will be commercially aware, with high energy levels and an appetite to grow a business.
Financial Planner, Leads Provided with Potential Equity Stake employer: Allerton Park Recruitment Solutions
Contact Detail:
Allerton Park Recruitment Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner, Leads Provided with Potential Equity Stake
✨Tip Number 1
Make sure to highlight your experience in managing client portfolios and your success in growing financial planning divisions. This will show that you have the skills needed to take on this role effectively.
✨Tip Number 2
Network with professionals in the mortgage advice sector, especially those who may already be connected to the business. Building relationships can help you gain insights and potentially get a referral.
✨Tip Number 3
Demonstrate your commercial awareness by being prepared to discuss market trends and how they could impact the financial planning division. This shows that you are proactive and knowledgeable.
✨Tip Number 4
Be ready to discuss your vision for the financial planning division and how you plan to tap into the existing mortgage clients. This will illustrate your strategic thinking and commitment to growth.
We think you need these skills to ace Financial Planner, Leads Provided with Potential Equity Stake
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and any relevant qualifications, especially your Level 4 Financial Planning Diploma. Emphasize your commercial awareness and energy levels, as these are key attributes for the role.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the opportunity to manage and grow the Financial Planning division. Mention your experience with existing clients and how you plan to tap into the untapped mortgage clients for financial planning advice.
Showcase Your Achievements: Include specific examples of your past successes in financial planning, such as client retention rates, growth in assets under management, or successful strategies you've implemented. This will demonstrate your capability to contribute to the business's growth.
Highlight Flexibility and Teamwork: Since the role requires working closely with Mortgage Advisers, mention your ability to collaborate effectively in a team environment. Also, emphasize your willingness to work from the Cambridgeshire office to build rapport and capitalize on potential leads.
How to prepare for a job interview at Allerton Park Recruitment Solutions
✨Showcase Your Financial Planning Expertise
Make sure to highlight your experience in financial planning during the interview. Discuss specific cases where you've successfully managed client portfolios and how you can leverage your skills to tap into the existing mortgage clients for financial planning advice.
✨Demonstrate Commercial Awareness
Be prepared to discuss market trends and how they impact financial planning. Show that you understand the business landscape and can identify opportunities for growth within the company’s existing client base.
✨Emphasize Team Collaboration
Since the role involves working closely with Mortgage Advisers, express your willingness to collaborate and build rapport with the team. Share examples of how you've successfully worked in a team environment in the past.
✨Discuss Your Vision for Growth
Articulate your vision for managing and growing the Financial Planning division. Be ready to present ideas on how you would approach the untapped mortgage clients and new leads, showcasing your strategic thinking and initiative.
