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- Tasks: Manage client relationships and provide expert financial advice on pensions and trusts.
- Company: Dynamic financial services firm based in Birmingham with a supportive culture.
- Benefits: Work-life balance, competitive salary, and opportunities for professional growth.
- Why this job: Join a team that values your expertise and helps clients secure their financial future.
- Qualifications: Chartered qualification and over three years of experience in financial planning.
- Other info: Embrace a collaborative environment with a focus on compliance and client satisfaction.
The predicted salary is between 43200 - 72000 £ per year.
A financial services firm, based in Birmingham, seeks an experienced Financial Planner to manage client relationships and provide high-quality advice across all aspects of financial planning. The ideal candidate will hold a Chartered qualification, have over three years of experience, and be proficient with digital tools.
Responsibilities include:
- Conducting client reviews
- Developing financial strategies
- Ensuring compliance
This position promotes a supportive work culture and work-life balance.
Chartered Financial Planner — Pensions & Trusts Expert in Birmingham employer: Benchmark Capital
Contact Detail:
Benchmark Capital Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner — Pensions & Trusts Expert in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who are already working in firms you’re interested in. A friendly chat can lead to insider info and even referrals.
✨Tip Number 2
Show off your skills! Prepare a portfolio that highlights your achievements in financial planning, especially in pensions and trusts. Use real-life examples to demonstrate how you've helped clients achieve their goals.
✨Tip Number 3
Ace the interview! Research the firm’s culture and values, and be ready to discuss how your experience aligns with their mission. Practice common interview questions and prepare some thoughtful questions of your own.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Chartered Financial Planner — Pensions & Trusts Expert in Birmingham
Some tips for your application 🫡
Show Off Your Experience: When you're writing your application, make sure to highlight your experience in financial planning. We want to see how your three-plus years of experience have shaped your skills and knowledge, especially in managing client relationships and providing top-notch advice.
Get Personal with Client Relationships: Don’t just list your qualifications; tell us about your approach to building client relationships. We love hearing about how you’ve developed strategies that really resonate with clients and how you ensure their needs are met.
Be Digital Savvy: Since we’re looking for someone proficient with digital tools, make sure to mention any specific software or platforms you’ve used. We want to know how you leverage technology to enhance your financial planning services.
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 details about the role. Plus, it shows you’re keen to join our supportive work culture!
How to prepare for a job interview at Benchmark Capital
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions and trusts. Be ready to discuss specific strategies you've implemented in the past and how they benefited your clients. This shows that you’re not just qualified, but also experienced and proactive.
✨Showcase Your Digital Savvy
Since proficiency with digital tools is key for this role, prepare to talk about the software and platforms you’ve used in your previous roles. Bring examples of how these tools have helped you streamline processes or enhance client relationships.
✨Client-Centric Approach
Demonstrate your ability to manage client relationships effectively. Think of a few success stories where you’ve gone above and beyond for a client. This will highlight your commitment to providing high-quality advice and building trust.
✨Cultural Fit Matters
Research the firm’s culture and values. Be ready to discuss how you align with their supportive work environment and work-life balance. Showing that you value these aspects can set you apart as a candidate who fits well within their team.
