At a Glance
- Tasks: Provide expert financial advice and manage client relationships in a dynamic environment.
- Company: Leading Financial Planning firm based in Alderley Edge, known for its supportive culture.
- Benefits: Competitive salary up to £75,000, flexible working, and comprehensive benefits package.
- Other info: Opportunity for personal and professional development in a hybrid working model.
- Why this job: Join a successful practice with an established client base and grow your career.
- Qualifications: Chartered qualification and proven track record in client acquisition and relationship management.
The predicted salary is between 60000 - 75000 £ per year.
Bond Recruitment is working exclusively with a leading North West based Financial Planning firm. They have an exciting, employed opportunity for an experienced Chartered Financial Planner to join their successful practice. Our client's prestigious office is located in Alderley Edge and the opportunity benefits from flexible working, the support of a well-established client base plus a full benefits package, including a basic salary of up to £75,000 depending on experience and qualifications.
Ideally, we are seeking someone at a senior level with a proven track record of winning new clients and developing a strong client bank. In essence, we need a technically strong (Chartered) adviser with excellent sales capability. The successful candidate will be provided with an established client bank, created through the handover of approximately £25m–£30m of existing clients. This would give anyone joining the business a very strong platform from which to further grow their client bank and, in turn, their earnings. This is a great opportunity to take your career to the next level within a very successful IFA practice. The practice is very supportive of personal and professional development and flexible when it comes to hybrid working.
Your role will include providing advice to clients in the following areas:
- Investment and portfolio construction
- Cashflow planning and modelling
- Pension and retirement planning
- Inheritance tax and estate planning
- Business investment and protection
- Capital protection
- Life planning and goal setting
You will also be responsible for carrying out ongoing investment reviews, regularly assessing progress towards and achievement of goals, and supporting their relationship with our professional partners across legal, tax, probate and accountancy disciplines.
Requirements About you
You will be an ambitious and focused individual with a passion for financial services and you will view this as a long-term career. Professionally you will have a record of achievement that you are proud of and that demonstrates your commitment to providing high-quality advice and service to clients. You will have exceptional relationship management skills and you will be a technically strong Chartered qualified Adviser.
Chartered Financial Planner employer: Bond Recruitment
Bond Recruitment offers an exceptional opportunity for Chartered Financial Planners in Alderley Edge, providing a supportive work culture that prioritises personal and professional development. With flexible working arrangements and a robust client base to leverage, employees can thrive in a rewarding environment that encourages growth and success. The firm’s commitment to high-quality service and strong relationship management makes it an ideal place for ambitious professionals seeking to elevate their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Chartered Financial Planner
✨Network Like a Pro
Get out there and connect with people in the financial planning industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or clients on LinkedIn. Building relationships can open doors that a CV just can't.
✨Showcase Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your achievements and how you've helped clients in the past. Share specific examples of how you've grown client banks or improved financial outcomes. We want to see your passion and expertise shine through!
✨Prepare for Interviews
Do your homework on the firm and its client base before any interview. Be ready to discuss how your skills align with their needs, especially in areas like investment planning and client relationship management. We want to see that you’re not just a good fit, but the perfect fit!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage with us directly. Let’s get you that dream job together!
We think you need these skills to ace Chartered Financial Planner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Chartered Financial Planner role. Highlight your achievements in client acquisition and relationship management, as these are key for us.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial services and how your background makes you the perfect fit for our team. Be genuine and let your personality come through.
Showcase Your Technical Skills:Since we’re looking for a technically strong adviser, don’t shy away from detailing your qualifications and expertise in areas like investment planning and estate management. We want to see what makes you stand out!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it shows your enthusiasm for joining our team!
How to prepare for a job interview at Bond Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to investment, cashflow planning, and pension advice. Be ready to discuss specific cases where you've successfully advised clients in these areas, as this will show your expertise and confidence.
✨Showcase Your Sales Skills
Since the role requires excellent sales capability, prepare examples of how you've won new clients in the past. Think about your approach to building relationships and how you can leverage your existing client bank to grow further.
✨Understand the Company Culture
Research the financial planning firm and understand their values and working style. Be prepared to discuss how your personal values align with theirs, especially regarding professional development and flexible working.
✨Prepare Questions
Have a list of insightful questions ready to ask during the interview. This could include inquiries about their approach to client management or how they support ongoing professional development. It shows you're genuinely interested in the role and the company.
