At a Glance
- Tasks: Provide expert financial advice and manage client portfolios with a focus on holistic planning.
- Company: A successful national brand known for its strong client relationships.
- Benefits: Base salary up to £90,000 plus generous bonuses and excellent career progression.
- Other info: Access to a great portfolio of clients with no need to bring your own.
- Why this job: Join a reputable firm and make a real difference in clients' financial futures.
- Qualifications: Chartered Financial Adviser status with experience in IHT Taxation and Trusts.
The predicted salary is between 90000 - 90000 £ per year.
Our client is a successful national brand and they are currently looking for industry experienced professional Chartered Financial Advisers to join their team. This business pays extremely well for well qualified Financial Planners who have experience dealing with holistic Financial Planning.
Ideally, we are looking for someone with experience in IHT Taxation and Trusts, VCT's and EIS's. The client has a great portfolio of clients available that would inherit, so there's no need to bring clients.
Base salary up to £90,000 DOE plus generous bonus.
For more details, feel free to call Jason at Astral.
Chartered Financial Advisers wanted in Horsham employer: Astral Recruitment
Join a leading national brand that values its Chartered Financial Advisers by offering competitive salaries and generous bonuses, with a base salary of up to £90,000 depending on experience. Our supportive work culture fosters professional growth, providing you with access to a diverse portfolio of clients and opportunities to excel in holistic financial planning, particularly in IHT Taxation and Trusts. Experience a rewarding career where your expertise is recognised and your contributions make a meaningful impact.
StudySmarter Expert Advice🤫
We think this is how you could land Chartered Financial Advisers wanted in Horsham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial industry and let them know you're on the lookout for Chartered Financial Adviser roles. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Brush up on your knowledge of IHT Taxation, Trusts, VCTs, and EISs. Being well-versed in these areas will show potential employers that you're the right fit for their team.
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Check out our website for openings that suit your expertise and experience, and make sure to tailor your approach to each opportunity.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. It shows your enthusiasm for the role and reinforces your professionalism.
We think you need these skills to ace Chartered Financial Advisers wanted in Horsham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in holistic financial planning, IHT taxation, and trusts. We want to see how your skills align with what our client is looking for, so don’t hold back on 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 this role. We love seeing passion and personality, so let us know what excites you about joining a successful national brand.
Showcase Relevant Experience:If you've dealt with VCTs and EISs, make sure to mention that! We want to see your relevant experience front and centre, as it’ll help us understand how you can hit the ground running with our client’s portfolio.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Astral Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of IHT Taxation, Trusts, VCTs, and EISs. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in the role.
✨Showcase Your Experience
Prepare specific examples from your past work where you've successfully dealt with holistic financial planning. This will help demonstrate your expertise and how you can add value to their existing client portfolio.
✨Understand the Company
Research the client’s brand and their approach to financial advising. Knowing their values and how they operate will allow you to tailor your answers and show that you’re a great fit for their team.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s client base and their expectations for Chartered Financial Advisers. This shows your enthusiasm for the role and helps you gauge if it’s the right fit for you.
