At a Glance
- Tasks: Conduct financial reviews and identify new business opportunities for high net worth clients.
- Company: Reputable Chartered Financial Planning firm in Kent with a supportive culture.
- Benefits: All leads provided, ongoing professional development, and a collaborative team environment.
- Other info: Fast-paced environment with excellent support from the paraplanning team.
- Why this job: Join a passionate team and make a real difference in clients' financial futures.
- Qualifications: Minimum Level 4 Diploma and 2 years' experience in an advisory role.
The predicted salary is between 49500 - 60500 £ per year.
We are recruiting for a Chartered Financial Planning firm in Kent who have a requirement for someone to service an existing client bank.
Their typical client up to £1,000,000 of investable assets and you must have experience of providing pension and investments advice to high net worth clients.
Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered.
- Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business.
- You will be expected to work in accordance of the firm and full support will be provided by the paraplanning team.
- You must have a minimum of 2 year's experience in an advisory role.
- Technical competence in advising on pensions, investments, and insurances in the pre and post retirement stages.
- You must have the ability to show confidence, passion, build client rapport authority, personality, handle objections, and also have empathy to put clients at ease.
- Minimum Level 4 Diploma Status. Ideally well on the way to being Chartered status
- Competent Adviser Status in current role.
- Commitment to ongoing Professional Development.
- Ability to work in a fast-paced environment. xgikmsk
- To be a self-starter and be able to manage leads and report into the senior management
This is an excellent opportunity for someone who is passionate about offering advice but is looking for the support of a firm to provide the clients and opportunities to write business.
...
Chartered Independent Financial Adviser - All leads provided employer: Blakemore Recruitment Careers
As a Senior IFA Administrator in Holborn, London, you will join a dynamic team dedicated to delivering exceptional service to our esteemed private clients. Our company fosters a supportive work culture that prioritises professional growth, offering comprehensive training and the opportunity to progress towards becoming a fully qualified Paraplanner. With competitive salary packages and a range of benefits, we are committed to investing in our employees' futures, making us an outstanding employer for those seeking meaningful and rewarding careers.
Contact Details:
Blakemore Recruitment Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Chartered Independent Financial Adviser - All leads provided
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Blakemore Recruitment Careers. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Chartered Independent Financial Adviser - All leads provided
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Blakemore Recruitment Careers.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Blakemore Recruitment Careers's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Blakemore Recruitment Careers
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Blakemore Recruitment Careers.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Blakemore Recruitment Careers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Blakemore Recruitment Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
