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- Tasks: Provide holistic financial advice and grow an active client base of £30M AUM.
- Company: Join a high calibre, multi-office Chartered IFA firm in St. Albans.
- Benefits: Competitive salary with generous bonuses and growth opportunities.
- Why this job: Be part of a progressive firm with significant growth plans and career advancement.
- Qualifications: Experience in financial planning and strong business development skills.
- Other info: Full-time role with a dynamic team and supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
An excellent opportunity for an ambitious Financial Planner to join the St. Albans office of a high calibre, multi‑office Chartered IFA firm. You will inherit an active client base of £30M AUM, providing high quality, holistic, independent advice, and look to grow this through company‑generated leads and involvement in business development initiatives. The firm has significant growth plans and a progressive career path.
In addition to a competitive basic salary (which will grow in line with your client base and responsibilities), the firm also offers a very generous, formulaic bonus structure.
- Seniority level: Mid‑Senior level
- Employment type: Full‑time
- Job function: Finance and Consulting
- Location: London, England, United Kingdom
Contact: Director – Wealth Management at BWD Search & Selection – 07824 467011 – james.woods@bwd-search.com
Base pay: Based on your skills and experience – discuss with the recruiter
Financial Planner - Chartered IFA firm, St. Albans in St Albans 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, St. Albans in St Albans
✨Tip Number 1
Network like a pro! Get out there and connect with people in the finance industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your expertise! When you get the chance to meet with potential employers, be ready to discuss your experience and how you can add value to their team. Bring examples of your past successes and be prepared to talk about how you can grow that £30M AUM client base.
✨Tip Number 3
Don’t just apply – engage! When you find a role that excites you, apply through our website and follow up with a friendly email. Show your enthusiasm for the position and the firm’s growth plans. It’ll help you stand out from the crowd!
✨Tip Number 4
Prepare for the interview like it’s the big game! Research the firm thoroughly, understand their values, and think about how you can contribute to their business development initiatives. Confidence is key, so practice your pitch and be ready to impress!
We think you need these skills to ace Financial Planner - Chartered IFA firm, St. Albans in St Albans
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your experience in providing holistic, independent advice and any relevant qualifications. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your skills align with our growth plans. Let us know what excites you about joining a Chartered IFA firm.
Showcase Your Client Management Skills: Since you'll inherit an active client base, it's crucial to demonstrate your client management skills. Share examples of how you've successfully built and maintained client relationships in the past. We love seeing that proactive approach!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates. We can't wait to hear from you!
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 market trends. Brush up on your knowledge of AUM, investment strategies, and the latest financial regulations. This will not only show your expertise but also demonstrate your commitment to providing high-quality, independent advice.
✨Showcase Your Client Management Skills
Since you'll inherit an active client base, be prepared to discuss your approach to client relationship management. Share specific examples of how you've successfully built and maintained client relationships in the past. This will highlight your ability to grow the existing client base and contribute to business development initiatives.
✨Understand the Firm's Vision
Research the Chartered IFA firm's growth plans and values. Be ready to articulate how your career goals align with their vision. This shows that you're not just looking for any job, but that you're genuinely interested in being part of their progressive journey.
✨Prepare Questions
Interviews are a two-way street, so prepare insightful questions about the firm's culture, team dynamics, and future projects. This not only demonstrates your interest but also helps you assess if the firm is the right fit for you. Plus, it gives you a chance to engage in a meaningful conversation with the interviewers.
