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For Companies At a Glance
- Tasks: Join a dynamic team to manage existing clients and develop new business opportunities.
- Company: A top-tier global wealth management firm with a strong reputation for excellence.
- Benefits: Flexible salary, generous bonuses, and excellent career progression opportunities.
- Why this job: Be part of a growing firm that values innovation and offers a vibrant corporate culture.
- Qualifications: Experience in financial planning is essential; all-rounders are encouraged to apply.
- Other info: Exciting growth phase means plenty of opportunities for personal and professional development.
The predicted salary is between 60000 - 100000 £ per year.
We are working with a highly respected, global wealth management firm who are looking to hire a new Financial Planner to their Nottingham office. This is an exciting time to join the firm, during a period of significant growth, and offers excellent career progression opportunities within a dynamic corporate environment.
They are looking for an all-rounder - someone who can take over some of their existing clients, as well as proactively developing new business both internally (through their large investment management team) and externally.
Salary is very flexible depending on level of experience (FP level up to £80K, Associate Director £80-100K, or Director £100K+) plus generous benefits and bonuses.
Get in touch for more details.
Financial Planner/Senior Financial Planner - Top Tier Wealth Management firm, Nottingham employer: BWD Search & Selection
Contact Detail:
BWD Search & Selection Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner/Senior Financial Planner - Top Tier Wealth Management firm, Nottingham
✨Tip Number 1
Network with professionals in the wealth management sector, especially those already working at the firm. Attend industry events or webinars to make connections and learn more about the company culture.
✨Tip Number 2
Research the firm's recent projects and client success stories. Being knowledgeable about their current initiatives will help you engage in meaningful conversations during interviews.
✨Tip Number 3
Prepare to discuss your experience in managing client relationships and developing new business. Highlight specific examples that demonstrate your ability to grow a client base and work collaboratively with investment teams.
✨Tip Number 4
Showcase your understanding of the financial planning landscape and any relevant certifications you hold. This will position you as a knowledgeable candidate who is ready to contribute from day one.
We think you need these skills to ace Financial Planner/Senior Financial Planner - Top Tier Wealth Management firm, Nottingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and wealth management. Emphasise any client management skills and your ability to develop new business, as these are key for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the wealth management industry. Mention specific achievements and how they relate to the responsibilities outlined in the job description.
Highlight Relevant Qualifications: Include any relevant qualifications or certifications you hold, such as CFP or equivalent. This will demonstrate your commitment to the profession and your capability to handle the responsibilities of the role.
Showcase Your Soft Skills: In your application, highlight soft skills such as communication, relationship-building, and problem-solving. These are crucial for a Financial Planner, especially when managing existing clients and developing new business.
How to prepare for a job interview at BWD Search & Selection
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your understanding of financial metrics and investment strategies. Brush up on key financial concepts and be prepared to discuss how you've successfully managed client portfolios in the past.
✨Showcase Your Client Management Skills
Since the role involves taking over existing clients, it's crucial to highlight your experience in client relationship management. Prepare examples of how you've built trust and rapport with clients, and how you've successfully addressed their financial needs.
✨Demonstrate Proactivity
The firm is looking for someone who can develop new business. Be ready to share your ideas on how you would approach this, including any innovative strategies you've used in the past to attract new clients or expand your network.
✨Understand the Firm's Culture
Research the wealth management firm’s values and culture. During the interview, align your answers to reflect how you fit into their dynamic corporate environment and how you can contribute to their growth during this exciting time.
