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- Tasks: Provide holistic financial planning advice to a mass-affluent client base.
- Company: Join a growing IFA firm with over £1Bn assets under influence.
- Benefits: Enjoy a competitive salary, bonus scheme, and a supportive work environment.
- Why this job: Be part of a vibrant team focused on ethical financial planning and community impact.
- Qualifications: Ideal candidates are driven and passionate about client-centric financial planning.
- Other info: Career development opportunities abound in this dynamic and relaxed office setting.
The predicted salary is between 36000 - 60000 £ per year.
We are working on an exclusive mandate with a culturally distinct, mid-sized IFA firm, who are on a significant growth trajectory, and are seeking a new Financial Planner for their Leicester office. With over £1Bn asset under influence, this firm is large enough to provide stability, yet nimble enough to put ideas and changes into place quickly. They have a genuine focus on creating long-term career opportunities for their staff and using their business to improve the lives of the clients and local community.
The office environment has a professional but relaxed feel, and you will work within a high calibre, vibrant and collegiate team. Joining a large team of advisers in their Leicester office, you will take over a mass-affluent client base (£30M AUM) and provide holistic, independent financial planning advice, ably supported by experienced Paraplanners. With their significant growth plans, there is plenty of scope for future career development opportunities.
In addition to a competitive basic salary and comprehensive benefits package, there is a generous formulaic bonus scheme. The ideal candidate will be a highly driven individual, passionate about ethical, client centric, independent financial planning and about building their career in this space.
Financial Planner - client base provided, Leicester employer: BWD Search & Selection
Contact Detail:
BWD Search & Selection Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - client base provided, Leicester
✨Tip Number 1
Research the firm thoroughly before your interview. Understand their values, growth trajectory, and community involvement. This will help you align your answers with their mission and demonstrate your genuine interest in being part of their team.
✨Tip Number 2
Network with current or former employees of the firm on platforms like LinkedIn. They can provide insights into the company culture and what it takes to succeed there, which can be invaluable during your discussions.
✨Tip Number 3
Prepare to discuss your approach to client-centric financial planning. Be ready to share examples of how you've successfully built relationships with clients and provided tailored advice, as this aligns with the firm's focus.
✨Tip Number 4
Showcase your passion for ethical financial planning during your interactions. Discuss any relevant certifications or training you've undertaken that reflect your commitment to this area, as it resonates with the firm's values.
We think you need these skills to ace Financial Planner - client base provided, Leicester
Some tips for your application 🫡
Understand the Company Culture: Research the mid-sized IFA firm to understand its values and culture. Highlight your alignment with their focus on ethical, client-centric financial planning in your application.
Tailor Your CV: Ensure your CV reflects your experience in financial planning, particularly any work with mass-affluent clients. Emphasise your achievements and how they relate to the role's requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your desire to contribute to the firm's growth. Mention specific examples of how you have improved clients' lives in previous roles.
Highlight Career Development Goals: In your application, express your enthusiasm for long-term career opportunities. Discuss your aspirations within the financial planning field and how you see yourself growing with the firm.
How to prepare for a job interview at BWD Search & Selection
✨Understand the Company Culture
Before your interview, take some time to research the firm's culture and values. Since they focus on creating long-term career opportunities and improving clients' lives, be prepared to discuss how your personal values align with theirs.
✨Showcase Your Client-Centric Approach
As a Financial Planner, it's crucial to demonstrate your commitment to ethical and client-centric financial planning. Prepare examples from your past experiences where you prioritised clients' needs and provided tailored solutions.
✨Highlight Your Teamwork Skills
Given that you'll be working within a vibrant and collegiate team, emphasise your ability to collaborate effectively. Share instances where you've successfully worked with others to achieve common goals, especially in a financial context.
✨Prepare for Growth Discussions
With the firm's significant growth plans, be ready to discuss your career aspirations and how you envision growing within the company. Show enthusiasm for taking on new challenges and contributing to the firm's success.
