Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Advise high-net-worth clients on investments and estate planning while building lasting relationships.
- Company: Leading Chartered Financial Planning firm in Marlow with a strong reputation.
- Benefits: Competitive salary, performance bonuses, and flexible hybrid working options.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Over 5 years of experience and a Diploma in Financial Planning required.
- Other info: Exciting opportunity for career growth in a supportive environment.
The predicted salary is between 43200 - 72000 £ per year.
A leading Chartered Financial Planning firm in Marlow is seeking an experienced Financial Adviser to service high-net-worth clients. You will conduct in-depth financial reviews, advise on investments and estate planning, and cultivate long-term client relationships.
The ideal candidate will have over 5 years of experience, hold a Diploma in Financial Planning, and excel in communication and analytical skills.
This role offers a competitive salary, performance-based bonuses, and a hybrid working environment.
Senior Chartered Financial Planner for HNW, Hybrid in Marlow employer: Amber River Premier
Contact Detail:
Amber River Premier Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Chartered Financial Planner for HNW, Hybrid in Marlow
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who work with high-net-worth clients. A personal introduction can make all the difference in landing that dream role.
✨Tip Number 2
Prepare for the interview by brushing up on your communication skills. Practice explaining complex financial concepts in simple terms, as this will show your ability to connect with clients and build lasting relationships.
✨Tip Number 3
Showcase your analytical skills during interviews. Be ready to discuss past experiences where you successfully advised clients on investments or estate planning, highlighting your strategic thinking and problem-solving abilities.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you prepare and stand out in your application process. Plus, it’s a great way to show your enthusiasm for the role!
We think you need these skills to ace Senior Chartered Financial Planner for HNW, Hybrid in Marlow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning, especially with high-net-worth clients. 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 our team and how your background in investments and estate planning can benefit our clients. Keep it engaging and personal.
Showcase Your Communication Skills: As a Financial Adviser, communication is key. In your application, demonstrate your ability to convey complex financial concepts clearly. We love seeing examples of how you've built long-term relationships with clients.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Amber River Premier
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around investments and estate planning. Be ready to discuss specific strategies you've used in the past to help high-net-worth clients.
✨Showcase Your Experience
With over 5 years in the field, you’ll want to highlight your relevant experience. Prepare examples of how you've successfully built long-term client relationships and the impact of your advice on their financial well-being.
✨Communicate Clearly
Since communication is key in this role, practice explaining complex financial concepts in simple terms. This will demonstrate your ability to connect with clients and ensure they understand their options.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to client service and their expectations for the role. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.
