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 2 years in an advisory role with Level 4 Diploma Status required.
The predicted salary is between 36000 - 60000 £ 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 has 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 with the firm and full support will be provided by the paraplanning team.
You must have a minimum of 2 years' experience in an advisory role and 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 Chatham employer: Blakemore Recruitment
Join a leading Chartered Financial Planning firm in Kent, where you will benefit from a supportive work culture that prioritises professional development and client satisfaction. With all leads provided, you can focus on delivering exceptional financial advice to high net worth clients while enjoying a collaborative environment that fosters growth and success. This role offers a unique opportunity to thrive in a fast-paced setting, backed by a dedicated paraplanning team and a commitment to your ongoing career advancement.
StudySmarter Expert Advice🤫
We think this is how you could land Chartered Independent Financial Adviser - All leads provided in Chatham
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisers, attend industry events, and join relevant online forums. Building relationships can lead to referrals and new opportunities.
✨Tip Number 2
Practice your pitch! You’ll want to be able to confidently explain your value to potential clients. Role-play with a friend or colleague to refine your approach and handle any objections that might come up.
✨Tip Number 3
Leverage social media! Share your insights on platforms like LinkedIn to showcase your expertise. Engaging with your audience can help you build rapport and attract high net worth clients.
✨Tip Number 4
Don’t forget to follow up! After meeting potential clients, send a quick email or message to thank them for their time and remind them of your services. A little persistence can go a long way in landing that job!
We think you need these skills to ace Chartered Independent Financial Adviser - All leads provided in Chatham
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. We want to see how your skills align with the role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your passion for financial advising and how you can bring value to our team. Remember to mention your commitment to ongoing professional development and any relevant qualifications.
Showcase Your Soft Skills:We’re looking for someone who can build rapport and handle objections with ease. In your application, highlight examples of how you've demonstrated empathy and confidence in past roles. This will help us see your personality shine through!
Apply Through Our Website:To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to keep track of your application and ensure you’re considered for this exciting opportunity!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and insurances. Given the high net worth clientele, being able to discuss complex financial products confidently will set you apart. Prepare to answer technical questions that showcase your expertise.
✨Build Rapport
Since you'll be dealing with clients who have significant assets, it's crucial to demonstrate your ability to build rapport. Practice active listening and empathy during the interview. Show that you can put clients at ease and understand their needs.
✨Showcase Your Experience
Highlight your previous advisory roles and any specific successes you've had in managing client portfolios. Be ready to discuss how you've identified opportunities for new business and how you've handled objections in the past.
✨Demonstrate Your Passion
Let your enthusiasm for financial advising shine through. Talk about your commitment to ongoing professional development and how you stay updated with industry trends. This will show that you're not just looking for a job, but are genuinely passionate about helping clients achieve their financial goals.
