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- Tasks: Provide independent financial planning advice on pensions, investments, and protection.
- Company: Join a reputable financial planning firm near Cambridge with a strong client base.
- Benefits: Enjoy a dynamic work environment with opportunities for professional development.
- Why this job: Make a real impact by helping clients secure their financial futures in a supportive culture.
- Qualifications: Minimum 5 years in financial services and QCF Level 4 required; Level 6 preferred.
- Other info: Ideal for self-motivated individuals who thrive under pressure and value client relationships.
The predicted salary is between 36000 - 60000 £ per year.
We are currently recruiting for a Financial Planning firm near Cambridge who are looking to recruit a Financial Planner to join their team. Clients provided from retiring Financial Planner.
You will provide independent financial planning advice to the clients including areas such as Pensions, Investments, Protection and non-mainstream would be required to have a minimum of 5 years\’ experience working in financial services. You will have QCF Level 4 but it would be desirable that you have QCF Level 6 or nearing attainment of it.
Main Duties:
Requirements
You should be self-motivated and pro-active, have the ability to cope under pressure and the ability and willingness to maintain a professional standard. You should possess a positive can-do work ethic.
It is an essential requirement that you have a QCF Level 4 or equivalent qualification and desirable that you are QCF Level 6 or nearing attainment of it.
You should be able to:
Financial Planner employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as Financial Planners. Attend industry events or join relevant online forums to connect with potential colleagues and learn about the company culture.
✨Tip Number 2
Stay updated on the latest trends and regulations in financial planning. This will not only enhance your knowledge but also demonstrate your commitment to the field during any discussions with the hiring team.
✨Tip Number 3
Prepare to discuss your track record of client satisfaction and retention. Be ready to share specific examples of how you've successfully managed client relationships and delivered results in previous roles.
✨Tip Number 4
Showcase your ability to handle a busy workload and adapt to changing priorities. Think of instances where you’ve successfully managed multiple tasks under pressure, as this is crucial for the dynamic environment of a financial planning firm.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial services, particularly your 5 years of experience and any qualifications like QCF Level 4 or 6. Use specific examples to demonstrate your track record of satisfied clients and your ability to manage a busy workload.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the Financial Planner role and explain how your skills align with the company's needs. Mention your professional qualifications and your commitment to maintaining high standards of client service.
Showcase Your Professionalism: Throughout your application, emphasise your courteous and professional manner when dealing with clients and colleagues. This is crucial for a role that requires respect and professionalism at all levels.
Highlight Continuous Development: Mention any ongoing training or professional development you are undertaking, especially if it relates to compliance requirements or CPD. This shows your commitment to maintaining competence and adhering to industry standards.
How to prepare for a job interview at Blakemore Recruitment
✨Showcase Your Experience
With a minimum of 5 years in financial services required, be ready to discuss your past roles and how they relate to the position. Highlight specific examples where you've successfully managed client relationships or complex financial situations.
✨Demonstrate Professionalism
Since treating clients courteously is crucial, prepare to illustrate how you maintain professionalism in challenging situations. Share anecdotes that reflect your respect for clients and colleagues alike.
✨Prepare for Technical Questions
Given the focus on pensions, investments, and protection, brush up on these topics. Be prepared to answer technical questions that assess your knowledge and ability to provide independent financial advice.
✨Emphasise Continuous Learning
As ongoing professional development is essential, discuss your commitment to maintaining qualifications like QCF Level 6. Mention any relevant training or courses you are currently pursuing or plan to undertake.
