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For Companies At a Glance
- Tasks: Deliver expert financial advice and manage tailored investment strategies for high-net-worth 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 communication skills are a plus.
- Other info: This role offers a chance to work with diverse clients and expand your professional network.
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 Planning Administrator - Hybrid Working employer: Burton Recruitment Limited
Contact Detail:
Burton Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator - Hybrid Working
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work with HNW and UHNW clients. Attend industry events, webinars, or local meetups 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 financial planning, particularly those affecting high-net-worth individuals. This knowledge will not only enhance your expertise but also demonstrate your commitment to providing top-notch advice.
✨Tip Number 3
Consider reaching out to current or former employees of the firm to gain insights into their culture and expectations. This can help you tailor your approach during interviews and show that you understand their values.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully managed portfolios or provided bespoke financial solutions in the past. Highlighting your experience with similar clients will make you a more attractive candidate.
We think you need these skills to ace Financial Planning Administrator - Hybrid Working
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the specific requirements and responsibilities of a Financial Planning Administrator. Tailor your application to highlight how your skills and experiences align with these expectations.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience in financial planning, particularly with HNW and UHNW clients. Provide examples of how you've delivered tailored 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 successfully identified client needs and developed bespoke solutions that led to positive outcomes.
Professional Development: Mention any relevant qualifications or ongoing professional development that showcases your dedication to the field. This could include certifications, training, or workshops that enhance your expertise in financial planning.
How to prepare for a job interview at Burton Recruitment Limited
✨Understand the Client-Centric Approach
Make sure to familiarise yourself with the concept of client-centric financial advice. Be prepared to discuss how you would tailor strategies to meet the unique needs of HNW and UHNW clients, showcasing your understanding of their specific financial goals.
✨Showcase Your Portfolio Management Skills
Be ready to provide examples of how you've developed, implemented, and monitored financial plans in the past. Highlight any successful investment strategies you've employed and be prepared to discuss how you measure optimal outcomes for clients.
✨Demonstrate Networking Abilities
Since expanding the client base is crucial, think of ways you've successfully generated referrals or built professional connections in previous roles. Share specific instances where your networking efforts led to new business opportunities.
✨Emphasise Professional Development
This role offers opportunities for growth, so express your commitment to continuous learning and development. Discuss any relevant certifications or training you've pursued and how they have enhanced your ability to provide high-quality financial advice.
