At a Glance
- Tasks: Help clients with financial planning, investments, and pensions while building strong relationships.
- Company: Reputable Tax and Wealth Management company focused on growth and employee development.
- Benefits: Uncapped bonuses, pension benefits, hybrid working, and support for career progression.
- Other info: Opportunity for self-employment and ongoing professional development.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Experience as a Financial Advisor and a level 4 diploma in financial planning.
The predicted salary is between 40000 - 60000 £ per year.
An exciting new opportunity has just arisen with our client who are a Tax and Wealth Management company. They are now looking to recruit a new member for their Financial Planning team. The business has a reputation for vastly increasing a Financial Advisor's earnings, production levels and profitability. Working closely on investment, pension, and estate planning, as well as providing small businesses with pension/protection advice. This business is looking to grow even further. They are looking for longevity and are willing to invest in the successful candidate to make sure the employee feels valued and can grow within the business.
Key responsibilities:
- Servicing an existing client bank and generating new opportunities
- Be able to assess clients' financial circumstances, understand their needs and develop a comprehensive financial plan, and have the knowledge and expertise to advise on complex matters
- Strong communicator and relationship manager
- Committed to ongoing personal and professional development
- A candidate that has a go-to attitude and able to self-generate own business leads
- Able to build strong relationships with both the clients and the team you will be working with
- Keep up to date with financial products and legislation and comply with all industry rules and regulations
Essential:
- Experience as a Financial advisor (Wealth Management)
- The equivalent of a level 4 diploma in financial planning and experience in giving pension and investment advice
- Looking to progress in their career and become chartered (if not already)
- Needs to be flexible/adaptable to cope with change
- Needs to be computer literate, ideally used the following systems; (but not essential): Dynamic Planner, Intelligent office, Selecta pension
Benefits:
- Uncapped bonus potential
- Pension and death in service benefits after qualifying probation period
- Bonus payable after validation period
- Also, happy to look at self-employed basis
- Hybrid working
Financial Planning Consultant. Job in Olney LilyLifestyle Jobs employer: Aspire Personnel Ltd
As a leading Tax and Wealth Management company based in Olney, we pride ourselves on fostering a supportive and dynamic work environment where Financial Planning Consultants can thrive. Our commitment to employee growth is evident through our investment in training and development, ensuring that you feel valued while enjoying uncapped bonus potential and flexible hybrid working arrangements. Join us to build meaningful relationships with clients and colleagues alike, all while advancing your career in a company that prioritises your success.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Consultant. Job in Olney LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your skills! When you get the chance to meet with potential employers, be ready to discuss your experience and how it aligns with their needs. Bring examples of your past successes in financial advising to the table – it’ll make you stand out!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Mention something specific from your conversation to show you were engaged and are genuinely interested in the role.
✨Tip Number 4
Don’t forget to check our website for new opportunities! We’re always looking for passionate individuals to join our team. Applying directly through us not only shows your interest but also gives you a better chance of landing that dream job!
We think you need these skills to ace Financial Planning Consultant. Job in Olney LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Planning Consultant role. Highlight your experience in wealth management and any relevant qualifications, like your level 4 diploma. We want to see how you can bring value to our team!
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 your skills align with our needs. We love seeing candidates who are genuinely excited about the opportunity.
Showcase Your Communication Skills:As a strong communicator, it's essential to demonstrate this in your application. Use clear and concise language, and don’t shy away from sharing examples of how you've built relationships with clients in the past. We’re all about connection here!
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’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Aspire Personnel Ltd
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial products, pension schemes, and investment strategies. Being able to discuss these topics confidently will show that you're not just a candidate, but a potential asset to their team.
✨Showcase Your Communication Skills
As a Financial Planning Consultant, strong communication is key. Prepare examples of how you've successfully managed client relationships in the past. This will demonstrate your ability to connect with clients and understand their needs.
✨Demonstrate Your Go-To Attitude
Be ready to share instances where you've taken the initiative to generate leads or solve problems. This shows that you’re proactive and can self-generate business, which is crucial for this role.
✨Stay Updated on Industry Trends
Familiarise yourself with the latest financial legislation and market trends. Showing that you keep up-to-date will reflect your commitment to ongoing personal and professional development, which is something they value highly.
