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- Tasks: Manage diverse client portfolios and deliver expert financial planning advice.
- Company: Leading UK professional services firm with a collaborative culture.
- Benefits: Competitive salary, supportive environment, and clear progression opportunities.
- Why this job: Join a dynamic team and make a real impact in clients' financial futures.
- Qualifications: Level 6 Diploma or working towards it, plus strong interpersonal skills.
- Other info: Hybrid role with excellent career growth potential.
The predicted salary is between 43200 - 72000 £ per year.
A leading UK professional services firm seeks an experienced Senior Financial Planner to join its Wealth team in Manchester. This hybrid role involves managing a diverse client portfolio and delivering comprehensive financial planning advice.
Candidates should have a Level 6 Diploma or be working toward it, and possess strong interpersonal skills. The firm promotes a collaborative culture and offers a supportive environment, competitive salary, and clear progression opportunities for the right candidate.
Senior Financial Planner (UK-Wide) - Hybrid Wealth Advisory in Manchester employer: Broadgate
Contact Detail:
Broadgate Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planner (UK-Wide) - Hybrid Wealth Advisory in Manchester
✨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 opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, especially since they value collaboration. Think about how your experience aligns with their needs and be ready to share specific examples of your past successes.
✨Tip Number 3
Show off your interpersonal skills! During interviews, focus on building rapport with your interviewers. Ask thoughtful questions and engage in meaningful conversations to demonstrate that you’re not just a number-cruncher but a people person too.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Senior Financial Planner (UK-Wide) - Hybrid Wealth Advisory in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Senior Financial Planner role. Highlight your Level 6 Diploma or progress towards it, and showcase your interpersonal skills to stand out.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how you can contribute to our collaborative culture. Be genuine and let your personality come through.
Showcase Your Experience: When detailing your previous roles, focus on your achievements in managing client portfolios and delivering financial advice. Use specific examples to demonstrate your expertise and how you’ve added value in past positions.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss any important updates from our team!
How to prepare for a job interview at Broadgate
✨Know Your Numbers
As a Senior Financial Planner, you'll need to demonstrate your financial acumen. Brush up on key financial concepts and be ready to discuss how you've applied them in past roles. Prepare examples of how you've managed client portfolios and delivered financial advice.
✨Showcase Your Interpersonal Skills
This role requires strong interpersonal skills, so be prepared to showcase your ability to build relationships. Think of specific instances where you've successfully communicated complex financial information to clients or collaborated with colleagues to achieve a common goal.
✨Understand the Company Culture
Research the firm’s values and culture before the interview. Be ready to discuss how your personal values align with theirs and how you can contribute to their collaborative environment. This shows that you're not just looking for any job, but that you're genuinely interested in being part of their team.
✨Prepare Questions
Interviews are a two-way street, so prepare thoughtful questions about the role and the company. Ask about their approach to client management or how they support professional development. This not only shows your interest but also helps you gauge if the firm is the right fit for you.
