Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage and grow an £85 million client bank while providing expert financial advice.
- Company: Reputable financial planning firm in Kingston upon Thames with a supportive culture.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Minimum 2 years of advisory experience and Level 6 qualification required.
- Other info: Great opportunity for career growth in a thriving financial sector.
The predicted salary is between 43200 - 72000 £ per year.
A financial planning firm in Kingston upon Thames is seeking an experienced Financial Planner to take over an existing client bank worth approximately £85 million. The ideal candidate will have at least 2 years of advisory experience and a Level 6 qualification. This role offers a supportive environment to help you succeed, with a focus on conducting financial reviews and developing new business opportunities.
Chartered IFA: Lead £85m Client Bank in Kingston upon Thames employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered IFA: Lead £85m Client Bank in Kingston upon Thames
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or webinars to meet potential employers and showcase your expertise.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to financial planning. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your client management skills! Be ready to discuss how you've successfully handled client relationships and developed new business opportunities in your previous roles.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed, and we’re here to support you every step of the way.
We think you need these skills to ace Chartered IFA: Lead £85m Client Bank in Kingston upon Thames
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your advisory experience and Level 6 qualification. We want to see how your skills align with the needs of our financial planning firm, 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 explain why you’re the perfect fit for taking over an £85 million client bank. Share your passion for financial planning and how you can contribute to our supportive environment.
Showcase Your Client Management Skills: Since this role involves managing an existing client bank, highlight any relevant experience you have in client relationship management. We’re looking for someone who can build trust and develop new business opportunities!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Numbers
Make sure you’re familiar with the £85 million client bank you’ll be managing. Be prepared to discuss how you would approach financial reviews and what strategies you’d implement to grow this portfolio.
✨Showcase Your Experience
With at least 2 years of advisory experience required, highlight specific examples from your past roles. Discuss how your previous experiences have prepared you for this position and how you’ve successfully developed new business opportunities.
✨Understand the Firm's Values
Research the financial planning firm’s culture and values. Be ready to explain how your personal values align with theirs and how you can contribute to their supportive environment.
✨Prepare Thoughtful Questions
Interviews are a two-way street! Prepare insightful questions about the firm’s approach to client management and growth. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
