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- Tasks: Develop and maintain client relationships while providing tailored financial advice.
- Company: Join a respected firm of Chartered Financial Planners in Merseyside.
- Benefits: Enjoy 25 days holiday, hybrid work options, and a cycle to work scheme.
- Why this job: Be part of a growing team that values professional development and client success.
- Qualifications: Minimum Diploma in Regulated Financial Planning with 5 years of experience required.
- Other info: Opportunity for continuous professional development and a supportive work environment.
The predicted salary is between 43200 - 72000 £ per year.
Our client is a well respected firm of Chartered Financial Planners in Merseyside, Due to the continued growth of the business they are looking to recruit an experienced Chartered Financial Planner
The role of the Financial Planner is to develop new and maintain existing business streams, and to inform Clients of financial strategies and plans appropriate to their needs and objectives. The Financial Planner will also be involved in making investment management decisions.
Qualifications :
Min Diploma in Regulated financial planning working towards Chartered status
Experience: 5 years working in financial services
- Key Contributions and Outputs Developing and maintaining Client relationships to help maintain business flow and meet agreed targets
- Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
- Promoting the profile of the business within the profession and wider communities
- Providing financial information and advice to Clients, appropriate to their individual needs
- Continuous professional development to meet regulatory requirements and personal development needs
- Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.
- The role holder has primary responsibility for: The development and acquisition of new financial advice business to ensure that business targets are met
- Some technical aspects of preparing for Client meetings, including financial recommendations and Client presentations
- Running and managing Client meetings
- Preparation of meeting notes and fact finding documentation
- Ensuring that all Client requirements are followed through to the appropriate conclusion
- Managing an ongoing review service appropriate to the Client’s needs in line with the business’s proposition offering
- Individual workflow and task delivery
Company benefits:
25 days holiday plus bank holidays
Birthday off
Hybrid working once probation is passed
Cycle to work scheme
10 x death in service
Chartered Financial Planner employer: Bond Rec
Contact Detail:
Bond Rec Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner
✨Tip Number 1
Network with other financial professionals in Merseyside. Attend local industry events or join relevant online forums to connect with potential clients and colleagues who can refer you to opportunities.
✨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 continuous professional development.
✨Tip Number 3
Prepare to discuss specific strategies you've used to develop and maintain client relationships. Highlighting your past successes will show that you can meet the business's targets effectively.
✨Tip Number 4
Familiarize yourself with the firm's profile and values. Understanding their approach to financial planning will allow you to tailor your discussions and show how you align with their mission.
We think you need these skills to ace Chartered Financial Planner
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly understand the responsibilities and qualifications required for the Chartered Financial Planner position. Tailor your application to highlight your relevant experience in developing client relationships and providing financial advice.
Highlight Relevant Experience: In your CV and cover letter, emphasize your 5 years of experience in financial services. Provide specific examples of how you've successfully developed new business streams and maintained existing client relationships.
Showcase Your Qualifications: Clearly state your qualifications, including your Diploma in Regulated Financial Planning and any progress towards Chartered status. This will demonstrate your commitment to professional development and compliance.
Personalize Your Application: Address your cover letter to the hiring manager if possible, and express your enthusiasm for the role and the company. Mention how your values align with their commitment to responsible and compliant business practices.
How to prepare for a job interview at Bond Rec
✨Showcase Your Client Relationship Skills
Since the role emphasizes developing and maintaining client relationships, be prepared to discuss specific examples of how you've successfully built rapport with clients in the past. Highlight your communication skills and ability to tailor financial strategies to meet individual client needs.
✨Demonstrate Your Technical Knowledge
The position requires a solid understanding of financial planning and investment management. Brush up on relevant regulations and be ready to discuss your experience with financial recommendations and client presentations. This will show that you are not only qualified but also proactive in your professional development.
✨Prepare for Scenario-Based Questions
Expect questions that assess how you would handle specific client situations or challenges. Think about past experiences where you had to navigate complex financial scenarios and be ready to explain your thought process and decision-making.
✨Align with Company Values
Research the firm’s reputation and values in the financial planning community. Be prepared to discuss how your personal values align with theirs and how you can contribute to promoting the business's profile within the profession and wider communities.
