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- Tasks: Provide tailored financial advice on pensions and investments for HNW & UHNW clients.
- Company: Join a forward-thinking financial planning firm known for its integrity and excellence.
- Benefits: Enjoy hybrid working options, competitive salary, and opportunities for personal development.
- Why this job: Advance your career in a supportive environment focused on client success and professional growth.
- Qualifications: Experience as a Chartered Financial Planner is essential; strong client relationship skills are a must.
- Other info: This role offers a chance to work collaboratively and make a real impact on clients' financial futures.
The predicted salary is between 43200 - 72000 £ per year.
Our client, an established and forward-thinking financial planning firm is looking to expand its team with the addition of an experienced Chartered Financial Planner, able to deliver high-quality, holistic advice and bespoke solutions to a diverse client base including HNW & UHNW clients.
- Client-Centric Financial Advice: Provide expert advice on pensions, investments, and general financial planning, tailoring strategies to individual client needs and goals.
- Portfolio Management: Develop, implement, and monitor tailored financial plans and investment strategies to achieve optimal outcomes for clients.
- Identify opportunities to expand the client base through referrals, networking, and professional connections.
Highly competitive salary and benefits package.
Hybrid working options.
Opportunities for professional and personal development and career advancement within a supportive environment.
This is an exceptional opportunity for an experienced Financial Planner to advance their career, working within a collaborative and client-focused firm that values integrity, professionalism, and excellence in service delivery.
Financial Adviser - Retirement Planning employer: Burton Recruitment Limited
Contact Detail:
Burton Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser - Retirement Planning
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work with HNW and UHNW clients. Attend industry events, seminars, and workshops to build connections that could lead to referrals or insights about the role.
✨Tip Number 2
Stay updated on the latest trends and regulations in retirement planning and investment strategies. This knowledge will not only enhance your expertise but also demonstrate your commitment to providing high-quality advice to potential clients.
✨Tip Number 3
Consider obtaining additional certifications or qualifications relevant to financial planning and retirement advice. This can set you apart from other candidates and show your dedication to professional development.
✨Tip Number 4
Prepare to discuss specific case studies or examples of how you've successfully managed portfolios or provided tailored financial advice in the past. This will help you illustrate your capabilities and fit for the role during interviews.
We think you need these skills to ace Financial Adviser - Retirement Planning
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to grasp the specific requirements and responsibilities of a Financial Adviser focusing on retirement planning. Tailor your application to highlight relevant experience and skills.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience with HNW and UHNW clients. Provide examples of how you've delivered bespoke financial advice and managed portfolios effectively.
Showcase Client-Centric Approach: Demonstrate your commitment to client-centric financial advice in your application. Share instances where you tailored strategies to meet individual client needs and achieved successful outcomes.
Professional Development: Mention any relevant qualifications, certifications, or ongoing professional development that align with the role. This shows your dedication to excellence and growth within the financial planning field.
How to prepare for a job interview at Burton Recruitment Limited
✨Understand the Client-Centric Approach
Make sure you can articulate how you would provide tailored financial advice to HNW and UHNW clients. Prepare examples of how you've successfully customised strategies in the past to meet individual client needs.
✨Showcase Your Portfolio Management Skills
Be ready to discuss your experience in developing and monitoring financial plans. Highlight specific investment strategies you've implemented and the outcomes achieved for your clients.
✨Network Like a Pro
Since expanding the client base is key, think about how you can leverage your existing professional connections. Share any successful networking experiences that led to new client referrals.
✨Emphasise Professional Development
Demonstrate your commitment to continuous learning and growth. Discuss any relevant certifications or training you've pursued and how they have enhanced your ability to serve clients effectively.
