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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 grow your career in finance.
- Qualifications: Chartered qualification and proven track record in client acquisition and relationship management.
- Other info: Opportunity for personal and professional development in a hybrid working model.
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 in Wilmslow employer: Bond Recruitment
Contact Detail:
Bond Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner in Wilmslow
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant groups. The more people you know, the better your chances of landing that Chartered Financial Planner role.
✨Tip Number 2
Showcase your expertise! Prepare to discuss your past successes in winning clients and managing portfolios. Be ready to share specific examples that highlight your skills and achievements during interviews.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your pitch. Focus on articulating your value as a Chartered Financial Planner and how you can contribute to the firm's success.
✨Tip Number 4
Apply through our website! We make it easy for you to submit your application directly, ensuring it gets the attention it deserves. Plus, you'll be one step closer to joining a fantastic team in Alderley Edge!
We think you need these skills to ace Chartered Financial Planner in Wilmslow
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.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples that demonstrate your success in financial planning and client relationship management.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Explain why you’re passionate about financial services and how your skills align with the firm's needs. Make it personal and engaging!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
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. Being a Chartered Financial Planner means you need to demonstrate your expertise, so be ready to discuss specific cases or strategies you've successfully implemented.
✨Showcase Your Client Success
Prepare to share examples of how you've won new clients and developed your client bank in the past. Highlighting your sales capabilities and relationship management skills will show that you're not just technically strong but also great at building connections.
✨Understand Their Culture
Research the firm’s values and culture, especially their approach to flexible working and professional development. This will help you align your answers with what they’re looking for and demonstrate that you’re a good fit for their team.
✨Ask Insightful Questions
Prepare thoughtful questions about their existing client base and how they support advisers in growing their portfolios. This shows your genuine interest in the role and helps you assess if the firm aligns with your career goals.
