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- Tasks: Help clients achieve their financial goals with tailored solutions.
- Company: Leading Accountancy and Business Advisory firm in Kendal.
- Benefits: Competitive salary, pension schemes, and flexible working options.
- Why this job: Join a passionate team and make a real impact on client success.
- Qualifications: Level 4 Diploma in Financial Planning and 2 years of advisory experience.
- Other info: Great opportunity for career growth in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
A leading Accountancy and Business Advisory firm in Kendal is looking for a dedicated Financial Planning Consultant to join their team. The role involves understanding client objectives and providing tailored financial solutions.
Ideal candidates will have a Level 4 Diploma in Financial Planning and at least 2 years of advisory experience. The firm offers a competitive salary and a wide array of benefits including pension schemes and flexible working options.
This is a fantastic opportunity for those passionate about financial planning and client success.
Financial Planning Consultant – Growth & Client Impact in Kendal employer: Armstrong Watson
Contact Detail:
Armstrong Watson Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Consultant – Growth & Client Impact in Kendal
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world and let them know you're on the hunt for a Financial Planning Consultant 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! Research common questions for financial planning roles and practice your answers. We recommend using the STAR method (Situation, Task, Action, Result) to structure your responses and showcase your advisory experience effectively.
✨Tip Number 3
Showcase your passion for client success! During interviews, share specific examples of how you've helped clients achieve their financial goals. This will demonstrate your commitment to understanding client objectives and providing tailored solutions.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to find and apply for the perfect role. Plus, it shows you're serious about joining our team and helps us keep track of your application.
We think you need these skills to ace Financial Planning Consultant – Growth & Client Impact in Kendal
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma in Financial Planning and any relevant advisory experience. 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 passionate about financial planning and how you can contribute to client success. We love seeing genuine enthusiasm for the role.
Showcase Your Client-Focused Approach: In your application, emphasise your ability to understand client objectives and provide tailored solutions. We’re looking for someone who truly cares about making a positive impact on clients’ financial journeys.
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 Armstrong Watson
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge, especially around tailored solutions. Be ready to discuss specific strategies you've used in the past to meet client objectives.
✨Showcase Your Experience
With at least 2 years of advisory experience required, prepare to share concrete examples from your previous roles. Highlight how your contributions led to client success and growth.
✨Understand the Firm's Values
Research the firm’s approach to client impact and financial planning. Align your answers with their values and demonstrate how you can contribute to their mission of client success.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, client base, and growth opportunities. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
