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- Tasks: Provide top-tier financial advice to high-net-worth clients and manage ongoing relationships.
- Company: Renowned Chartered Financial Planning organisation with a focus on client success.
- Benefits: Generous salary, excellent benefits, and performance-based bonuses.
- Why this job: Enjoy the independence of managing your own client relationships while delivering premium advice.
- Qualifications: Must hold Chartered status and have experience with high-net-worth clients.
- Other info: Home-based role with a steady stream of clients across the South East and London.
The predicted salary is between 43200 - 72000 £ per year.
We are recruiting for a highly regarded Chartered Financial Planning organisation who are looking for an experienced Consultant to join the team. They deal with HNW clients, and typically, each client invests an average of £900,000, so you must be experienced in dealing with clients of this ilk.
The role is home based, and the clients are located throughout the South East and London. You must have Chartered status and a track record of offering advice to clients at the highest levels on a fee basis.
This position will suit someone who wants the independence to see a constant stream of clients and manage the relationship with a long-term view while offering the highest quality advice.
There is a generous salary, excellent benefits, and a bonus structure based on your level of success.
Chartered Financial Planner employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for new opportunities. You never know who might have a lead or can introduce you to someone at a top firm.
✨Tip Number 2
Showcase your expertise! Consider hosting a webinar or writing articles about financial planning topics that resonate with HNW clients. This not only positions you as a thought leader but also attracts potential employers who value your insights.
✨Tip Number 3
Prepare for interviews by brushing up on your client management skills. Be ready to discuss how you've successfully built long-term relationships with clients and provided top-notch advice. Remember, they want to see your experience in action!
✨Tip Number 4
Don't forget to apply through our website! We’ve got some fantastic opportunities waiting for you, and applying directly can give you an edge. Plus, it’s super easy to navigate and keeps everything in one place.
We think you need these skills to ace Chartered Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects your experience with HNW clients and highlights your Chartered status. We want to see how you've successfully managed client relationships and provided top-notch advice.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Tell us why you're the perfect fit for this role, focusing on your experience in financial planning and your approach to client management. Keep it engaging and professional.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you've added value to your clients and any successes you've had in your previous roles. Numbers speak volumes!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around high-net-worth clients. Be ready to discuss your previous experiences and how you've successfully managed client relationships in the past.
✨Showcase Your Chartered Status
Since being Chartered is a must for this role, be prepared to talk about what that means to you and how it has shaped your approach to financial planning. Highlight any specific cases where your Chartered status has benefitted your clients.
✨Client-Centric Approach
Demonstrate your understanding of the importance of client relationships. Share examples of how you've maintained long-term relationships with clients and provided ongoing support, ensuring they feel valued and understood.
✨Prepare Questions
Have a few thoughtful questions ready to ask the interviewer. This shows your interest in the role and helps you gauge if the company aligns with your values, especially regarding independence and quality of advice.
