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- Tasks: Provide tailored financial advice and build long-term client relationships.
- Company: Join a dedicated team of financial advisers in vibrant London.
- Benefits: Enjoy competitive salary, bonuses, flexible working, and generous holiday entitlement.
- Why this job: Make a real impact on clients' financial futures in a supportive environment.
- Qualifications: Chartered Financial Planner status and 3+ years in financial planning required.
- Other info: Ongoing professional development and exam support provided.
The predicted salary is between 28800 - 43200 £ per year.
Job Title: Chartered Financial Planner
Location: Putney, London, UK
Job Type: Full-Time
Salary: Competitive, with bonus potential and benefits package
Company Overview:
We are a team of dedicated financial advisers based in London, working closely with creatively minded people. We are hugely experienced, adding value to our client relationships by doing and knowing the things you simply don’t have the time or inclination for.
Job Description:
As a Chartered Financial Planner, you will be responsible for providing comprehensive financial advice and planning services to a diverse range of clients. You will work closely with individuals and businesses to understand their financial goals and create customized plans that meet their needs. You will be expected to build long-term client relationships, offer expert advice on investments, pensions, tax planning, and retirement strategies, and provide ongoing support to ensure clients\’ financial objectives are achieved.
Key Responsibilities:
Client Relationship Management: Establish and maintain strong, long-term relationships with clients by understanding their financial objectives and providing tailored advice to help them achieve their goals.
Financial Planning & Strategy: Develop comprehensive financial plans covering areas such as investment management, retirement planning, tax strategies, pensions, and estate planning.
Investment Advice: Provide expert advice on investment opportunities, ensuring that clients\’ portfolios align with their risk tolerance, goals, and time horizons.
Research & Analysis: Stay updated on market trends, financial products, and regulatory changes to ensure clients receive the best advice and solutions.
Regulatory Compliance: Ensure all financial advice and recommendations comply with regulatory standards and internal policies. Maintain up-to-date knowledge of relevant financial regulations.
Client Reporting & Review: Prepare regular financial reports and conduct periodic reviews of clients\’ financial situations, adjusting plans as needed to reflect changes in circumstances or objectives.
New Business Development: Proactively identify opportunities for new business and expand the client base through referrals and networking.
Key Requirements:
Qualifications:
Chartered Financial Planner status Ongoing commitment to continuous professional development (CPD).
Experience:
Minimum of 3 years of experience in financial planning or financial advisory roles. Proven track record of developing and managing client relationships. Strong knowledge of investment products, tax planning, pensions, and financial regulations. Experience working in a regulated environment is essential.
Skills:
Excellent communication and interpersonal skills. Ability to explain complex financial concepts in a clear, accessible manner. Strong analytical and problem-solving skills. Proficient in financial planning software and Microsoft Office Suite. Ability to work independently and as part of a team.
Benefits:
Chartered Financial Planner - Putney, London employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner - Putney, London
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already Chartered Financial Planners. Attend industry events or webinars to connect with potential colleagues and learn about the latest trends.
✨Tip Number 2
Stay updated on the latest financial regulations and market trends. This knowledge will not only help you in interviews but also demonstrate your commitment to providing compliant and informed advice to clients.
✨Tip Number 3
Consider joining professional organisations related to financial planning. Being a member can provide you with valuable resources, networking opportunities, and credibility that can set you apart from other candidates.
✨Tip Number 4
Prepare to discuss your experience in client relationship management during interviews. Be ready to share specific examples of how you've successfully built and maintained long-term relationships with clients in your previous roles.
We think you need these skills to ace Chartered Financial Planner - Putney, London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and advisory roles. Emphasise your Chartered Financial Planner status and any relevant qualifications, as well as your ability to build long-term client relationships.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the role. Mention specific experiences where you've successfully managed client relationships or developed financial strategies.
Highlight Relevant Skills: In your application, focus on your communication skills and your ability to explain complex financial concepts clearly. Also, mention your proficiency with financial planning software and your analytical problem-solving abilities.
Show Commitment to Professional Development: Demonstrate your ongoing commitment to continuous professional development (CPD) in your application. Mention any recent courses, certifications, or training that relate to financial planning or regulatory compliance.
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Financial Concepts
Brush up on key financial concepts such as investment management, tax strategies, and retirement planning. Be prepared to explain these in simple terms, as your ability to communicate complex ideas clearly will be crucial.
✨Demonstrate Relationship Management Skills
Prepare examples of how you've successfully built and maintained client relationships in the past. Highlight your approach to understanding clients' needs and how you tailor your advice accordingly.
✨Stay Updated on Market Trends
Research current market trends and recent changes in financial regulations. Being knowledgeable about the latest developments will show your commitment to providing the best advice and solutions for clients.
✨Showcase Your Analytical Skills
Be ready to discuss how you analyse financial data and create comprehensive financial plans. Use specific examples from your experience to illustrate your problem-solving abilities and analytical thinking.
