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For Companies At a Glance
- Tasks: Lead financial planning and grow a client base of up to £30M.
- Company: Join a prestigious Chartered IFA firm with multiple offices and ambitious growth plans.
- Benefits: Enjoy a competitive salary, generous bonuses, and potential for team leadership.
- Why this job: This role offers a chance to make an impact and develop your career in finance.
- Qualifications: Ideal for ambitious individuals with a passion for financial planning and networking.
- Other info: Opportunity to build and lead your own team as the firm expands.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
A really unusual opportunity for an ambitious Financial Planner to spearhead Financial Planning within the Bournemouth office of a high calibre, multi-office Chartered IFA firm.Working within the offices of a sister company, you will take over a client base of up to £30M from advisers elsewhere and look to grow the client base through internal referrals from their sister company and through your own proactive networking. The firm has significant growth plans and this opportunity will likely develop to you building and heading your own team in due course. In addition to a competitive basic salary (which will grow in line with your client base and responsibilities) the firm also offer an exceptionally generous, formulaic bonus. structure.
Financial Planner - Chartered IFA firm, Bournemouth employer: BWD Search & Selection
Contact Detail:
BWD Search & Selection Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - Chartered IFA firm, Bournemouth
✨Tip Number 1
Network proactively within the financial services community in Bournemouth. Attend local finance events, seminars, and workshops to meet potential clients and industry peers who can refer you to new opportunities.
✨Tip Number 2
Leverage social media platforms like LinkedIn to connect with professionals in the area. Share insightful content related to financial planning to establish yourself as a knowledgeable resource and attract attention from potential clients.
✨Tip Number 3
Consider joining local business groups or chambers of commerce. These organisations often provide networking opportunities that can lead to valuable connections and referrals for your financial planning services.
✨Tip Number 4
Stay updated on the latest trends and regulations in financial planning. This knowledge will not only enhance your credibility but also help you engage in meaningful conversations with potential clients and colleagues.
We think you need these skills to ace Financial Planner - Chartered IFA firm, Bournemouth
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Financial Planner within a Chartered IFA firm. Familiarise yourself with the specific requirements and expectations outlined in the job description.
Tailor Your CV: Highlight your relevant experience in financial planning, client management, and any previous roles that demonstrate your ability to grow a client base. Use specific examples to showcase your achievements and skills that align with the firm's growth plans.
Craft a Compelling Cover Letter: Write a cover letter that not only expresses your enthusiasm for the role but also outlines how your background and skills make you a perfect fit. Mention your proactive networking abilities and any experience in leading teams, as this could be crucial for future growth opportunities.
Proofread and Edit: Before submitting your application, carefully proofread your CV and cover letter. Look for any spelling or grammatical errors, and ensure that your documents are clear and professional. A polished application reflects your attention to detail, which is vital in financial planning.
How to prepare for a job interview at BWD Search & Selection
✨Know Your Numbers
As a Financial Planner, it's crucial to be well-versed in financial metrics and client management. Be prepared to discuss your experience with managing client portfolios and how you've successfully grown them in the past.
✨Showcase Your Networking Skills
Since this role involves proactive networking, come equipped with examples of how you've built relationships in the past. Highlight any successful referrals or partnerships that have led to business growth.
✨Understand the Firm's Vision
Research the Chartered IFA firm thoroughly. Understand their growth plans and how you can contribute to them. This will show your genuine interest in the role and alignment with their goals.
✨Prepare for Team Leadership Questions
Given the potential for team building in the future, be ready to discuss your leadership style and experiences. Share examples of how you've motivated others and managed teams effectively.
