At a Glance
- Tasks: Provide lifestyle-focused financial planning and engage in cash flow modelling.
- Company: Burton Recruitment, a supportive firm with a strong team culture.
- Benefits: Salary up to £80,000, hybrid working, and growth opportunities.
- Other info: Leadership and equity pathways available for career advancement.
- Why this job: Join a dynamic team and help clients achieve their financial goals without sales pressure.
- Qualifications: Experience as a chartered financial planner and strong client engagement skills.
The predicted salary is between 80000 - 80000 £ per year.
Burton Recruitment is seeking an experienced chartered financial planner in Liverpool. This role focuses on servicing an established client bank, delivering lifestyle, goals-based financial planning without sales pressure.
The successful candidate will engage in cash flow modelling and annual reviews, supported by a strong team and provided growth opportunities, including leadership and equity pathways.
The position offers a salary of up to £80,000 and a hybrid working model.
Chartered Financial Planner - Lead Client Stewardship in Liverpool employer: Burton Recruitment
Burton Recruitment is an exceptional employer, offering a supportive work culture that prioritises employee growth and development. With a focus on delivering lifestyle-oriented financial planning in a collaborative environment, team members benefit from leadership opportunities and a hybrid working model, making it an ideal place for those seeking meaningful and rewarding careers in Liverpool.
StudySmarter Expert Advice🤫
We think this is how you could land Chartered Financial Planner - Lead Client Stewardship in Liverpool
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Burton Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Chartered Financial Planner - Lead Client Stewardship in Liverpool
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Burton Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Burton Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Burton Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Burton Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Burton Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Burton Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
