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- Tasks: Manage a portfolio of high-net-worth clients and provide tailored wealth management solutions.
- Company: Join an award-winning IFA firm known for its professional environment and client-focused approach.
- Benefits: Enjoy comprehensive support in administration, compliance, and marketing, plus opportunities for professional development.
- Why this job: Be part of a collaborative team that values innovation and offers a chance to make a real impact.
- Qualifications: Must be progressing towards or have achieved Chartered Status with strong technical knowledge.
- Other info: Ideal for ambitious professionals seeking a secure and supportive work environment.
The predicted salary is between 43200 - 72000 £ per year.
Are you an ambitious Financial Services professional seeking the opportunity to further your career within an award winning firm? Do you want to provide innovative solutions to HNW clients? Are you looking to work with like-minded professionals and benefit from an established portfolio of clients? If the answer is yes, we would like to hear from you.
Are you looking for an environment where you can provide a bespoke service to your clients whilst benefitting from wide-ranging technical, administrative and development support? In order to achieve their aims and to continue their development, our client, who is one of the most successful IFA firms in the area, is looking to attract a positive and proactive Financial Planner who will benefit from a professional environment with dedicated support incorporating administration, technical, compliance, marketing and investment management.
Your role will be to manage an established portfolio of clients, providing holistic wealth management services and developing solutions to ensure financial growth and security. You will also benefit from an established arrangement with a professional practice who introduce further clients who require specialist advice. You will work closely with other Advisors, benefitting from knowledge and expertise in order to provide suitable solutions for your clients.
Enquiries and applications are invited from Financial Planners who can demonstrate strong technical and business acumen and have the ability to deliver holistic advice to HNW clients. You will be progressing toward or have achieved Chartered Status and be able to demonstrate broad technical knowledge and understanding of industry developments. You will be a skilled client manager and be able to develop and maintain internal and external relationships.
This is an excellent opportunity for a well-established Financial Services professional who is seeking an extremely professional and secure firm.
- Financial Services
- Financial Planning
- Wealth Management
- IFA
- Financial Advice
- Professional Practice
- Investments
- Pensions
Contact Detail:
Brevere Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner
✨Tip Number 1
Network with professionals in the financial services industry. Attend industry events, webinars, or local meetups to connect with other Chartered Financial Planners and potential employers. Building relationships can lead to referrals and insider information about job openings.
✨Tip Number 2
Stay updated on the latest trends and regulations in wealth management. Subscribe to industry publications or join relevant online forums. Demonstrating your knowledge during interviews can set you apart from other candidates.
✨Tip Number 3
Consider reaching out directly to firms you admire, even if they aren't advertising open positions. Express your interest in their work and inquire about potential opportunities. This proactive approach can sometimes lead to unadvertised roles.
✨Tip Number 4
Prepare for interviews by practising common questions specific to financial planning. Focus on your ability to provide holistic advice and manage client relationships effectively. Tailoring your responses to reflect the firm's values can make a strong impression.
We think you need these skills to ace Chartered Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and wealth management. Emphasise any achievements related to managing high-net-worth clients and your progress towards Chartered Status.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial services and your proactive approach. Mention specific examples of how you've provided bespoke solutions to clients in the past.
Highlight Technical Knowledge: In your application, demonstrate your broad technical knowledge and understanding of industry developments. This could include mentioning relevant qualifications, certifications, or training you've completed.
Showcase Relationship Management Skills: Illustrate your ability to develop and maintain relationships with both clients and colleagues. Provide examples of how you've successfully collaborated with other advisors or teams to deliver holistic advice.
How to prepare for a job interview at Brevere Group
✨Showcase Your Technical Knowledge
As a Chartered Financial Planner, it's crucial to demonstrate your strong technical acumen. Be prepared to discuss recent industry developments and how they impact wealth management strategies for high-net-worth clients.
✨Highlight Client Management Skills
Emphasise your experience in managing client relationships. Share specific examples of how you've successfully developed and maintained relationships with clients, showcasing your ability to provide bespoke financial advice.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills. Think about past experiences where you provided innovative solutions to complex financial situations and be ready to explain your thought process.
✨Demonstrate Team Collaboration
Since the role involves working closely with other advisors, highlight your ability to collaborate effectively. Discuss instances where teamwork led to successful outcomes for clients, showing that you value collective expertise.
