At a Glance
- Tasks: Conduct financial reviews and identify new business opportunities for high net worth clients.
- Company: Join a leading Chartered Financial Planning firm in Kent with a strong client base.
- Benefits: Enjoy full support from a paraplanning team and access to provided leads.
- Other info: Ideal for self-starters eager to manage leads and report to senior management.
- Why this job: Perfect for passionate advisers seeking to grow in a supportive, fast-paced environment.
- Qualifications: Minimum 2 years' advisory experience and Level 4 Diploma required; working towards Chartered status preferred.
The predicted salary is between 43200 - 72000 £ per year.
Job Description
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.
- 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.
- 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 in Maidstone employer: Blakemore Recruitment
Join a dynamic and supportive wealth management firm in Leigh-on-Sea, Essex, where your ambition and client-focused approach will be valued. With a hybrid working model, comprehensive benefits, and uncapped bonus potential, this role offers not just a job but a pathway for professional growth and meaningful client relationships. Experience a collaborative work culture that prioritises employee development and rewards excellence in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Chartered Independent Financial Adviser - All leads provided in Maidstone
✨Tip Number 1
Familiarise yourself with the specific needs and concerns of high net worth clients. Understanding their unique financial situations will help you build rapport and demonstrate your expertise during interviews.
✨Tip Number 2
Prepare to discuss your previous experiences in providing pension and investment advice. Be ready to share specific examples of how you've successfully managed client relationships and identified new business opportunities.
✨Tip Number 3
Showcase your commitment to ongoing professional development. Highlight any additional qualifications or training you've pursued that align with the firm's values and the requirements of the role.
✨Tip Number 4
Demonstrate your ability to work in a fast-paced environment by sharing examples of how you've effectively managed multiple leads or projects simultaneously, ensuring you meet deadlines while maintaining quality service.
We think you need these skills to ace Chartered Independent Financial Adviser - All leads provided in Maidstone
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in providing pension and investment advice, especially to high net worth clients. Emphasise your technical competence and any relevant qualifications, such as your Level 4 Diploma.
Craft a Compelling Cover Letter:In your cover letter, express your passion for financial advising and your commitment to ongoing professional development. Mention how your skills align with the firm's needs and your ability to build rapport with clients.
Showcase Relevant Experience:When detailing your work history, focus on your advisory roles and any achievements that demonstrate your ability to manage leads and conduct financial reviews effectively. Use specific examples to illustrate your success in similar environments.
Proofread Your Application:Before submitting, carefully proofread your application for any errors or inconsistencies. A polished application reflects your attention to detail and professionalism, which are crucial in the financial advisory field.
How to prepare for a job interview at Blakemore Recruitment
✨Showcase Your Experience
Be prepared to discuss your previous experience in providing pension and investment advice, especially to high net worth clients. Highlight specific examples where you successfully managed client relationships and delivered tailored financial solutions.
✨Demonstrate Technical Competence
Brush up on your knowledge of pensions, investments, and insurances, particularly in the pre and post-retirement stages. Be ready to answer technical questions that may arise during the interview to showcase your expertise.
✨Build Rapport with Interviewers
Practice your interpersonal skills to ensure you can build rapport quickly. Show confidence and empathy during the interview, as these traits are essential for working with clients and handling objections effectively.
✨Express Commitment to Professional Development
Discuss your commitment to ongoing professional development and how you plan to achieve Chartered status. This demonstrates your dedication to the field and your desire to grow within the firm.
