Find a job 
Featured Companies 
Featured Universities 
For Companies 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.
- Why this job: Join a successful practice with an established client base and opportunities for career growth.
- Qualifications: Chartered qualification and proven track record in client acquisition and relationship management.
- Other info: Supportive of personal and professional development with hybrid working options.
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.
Responsibilities
- 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
Requirements
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 in London employer: Bond Recruitment
Contact Detail:
Bond Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner in London
✨Tip Number 1
Network like a pro! Attend industry events, webinars, and local meet-ups to connect with potential employers and other professionals. Remember, it’s all about who you know, so don’t be shy!
✨Tip Number 2
Show off your expertise! Prepare a portfolio showcasing your achievements and client success stories. This will help you stand out during interviews and demonstrate your value as a Chartered Financial Planner.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your pitch and responses. The more comfortable you are, the better you’ll perform when it counts.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can give you an edge. Plus, we’re here to support you every step of the way!
We think you need these skills to ace Chartered Financial Planner in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Chartered Financial Planner role. Highlight your experience in winning new clients and managing a strong client bank, as these are key aspects of the job. We want to see how your skills align with what we're looking for!
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 achievements make you a perfect fit for our team. Keep it engaging and personal – we love to see your personality come through!
Showcase Your Technical Skills: As a Chartered Financial Planner, your technical expertise is crucial. Be sure to mention your qualifications and any relevant experience in areas like investment planning, cashflow modelling, and estate planning. We want to know how you can add value to our practice!
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’re considered for the role. Plus, it makes the process smoother for both of us!
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 strategies. Being a Chartered Financial Planner means you need to demonstrate your expertise, so be ready to discuss specific cases or scenarios where you've successfully applied your skills.
✨Showcase Your Client Success
Prepare to share examples of how you've won new clients and developed a strong client bank in the past. Highlight any metrics or achievements that showcase your sales capabilities and relationship management skills, as these are crucial for the role.
✨Understand the Company Culture
Research the financial planning firm you're interviewing with. Understand their values, client base, and approach to financial advice. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's support for personal and professional development, as well as their approach to hybrid working. This not only shows your interest but also helps you gauge if the company aligns with your career goals.