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- Tasks: Provide comprehensive financial services and manage an established client bank.
- Company: Leading Financial Planning firm in Alderley Edge with a strong reputation.
- Benefits: Up to £75,000 salary, full benefits package, and flexible hybrid working.
- Why this job: Join a dynamic team and grow your career while helping clients achieve their financial goals.
- Qualifications: Proven track record in client acquisition and retention as a Chartered Financial Planner.
- Other info: Support for professional development in a flexible work environment.
The predicted salary is between 60000 - 84000 £ per year.
A leading Financial Planning firm in Alderley Edge seeks a Chartered Financial Planner to provide comprehensive financial services. This role is ideal for a senior professional with a proven track record in client acquisition and retention.
You will work with an established client bank of approximately £25m–£30m, offering a basic salary of up to £75,000 and a full benefits package. The firm supports professional development and offers a flexible, hybrid working environment, allowing you to excel in your career and client service delivery.
Senior Chartered Financial Planner – Hybrid, Grow Clients in Alderley Edge employer: Bond Recruitment
Contact Detail:
Bond Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Chartered Financial Planner – Hybrid, Grow Clients in Alderley Edge
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for new opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers, highlight your track record in client acquisition and retention. Share specific examples of how you've grown client portfolios – numbers speak volumes!
✨Tip Number 3
Prepare for interviews by researching the firm thoroughly. Understand their values, services, and client base. This will help you tailor your responses and show that you're genuinely interested in contributing to their success.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find the right role and connect with top firms. Plus, it shows you're serious about joining the team and ready to take your career to the next level.
We think you need these skills to ace Senior Chartered Financial Planner – Hybrid, Grow Clients in Alderley Edge
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Senior Chartered Financial Planner role. Highlight your client acquisition successes and any relevant qualifications to show us you’re the right fit.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial planning and how your background aligns with our firm’s values. Be genuine and let your personality come through.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you’ve grown client portfolios or improved client retention rates. Numbers speak volumes, so include them where possible!
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 during the process. We can’t wait to hear from you!
How to prepare for a job interview at Bond Recruitment
✨Know Your Numbers
As a Senior Chartered Financial Planner, you’ll need to demonstrate your expertise in managing substantial client portfolios. Brush up on key financial metrics and be ready to discuss how you've successfully grown client assets in the past.
✨Showcase Client Relationships
This role emphasises client acquisition and retention, so come prepared with specific examples of how you've built and maintained strong client relationships. Highlight any strategies you've used to enhance client satisfaction and loyalty.
✨Understand the Firm's Values
Research the firm’s culture and values before the interview. Be ready to explain how your professional philosophy aligns with theirs, especially regarding client service and professional development opportunities.
✨Prepare Questions
Interviews are a two-way street! Prepare insightful questions about the firm's approach to financial planning and how they support their planners' growth. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
