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For Companies At a Glance
- Tasks: Provide independent financial advice and develop client relationships.
- Company: Leading Chartered IFA firm with a strong reputation.
- Benefits: Competitive salary, generous bonuses, and professional growth opportunities.
- Why this job: Inherit a £30M client base and make a real impact.
- Qualifications: Chartered IFA status and experience in financial planning.
- Other info: Join a proactive team focused on your success.
The predicted salary is between 42000 - 84000 £ per year.
A leading Chartered IFA firm in St. Albans is seeking an ambitious Financial Planner to inherit a significant client base of £30M AUM. You will provide high-quality, independent financial advice and play a key role in business development initiatives to grow the client portfolio.
The firm offers a competitive salary that scales with your responsibilities, alongside a generous bonus structure. Join a proactive team committed to your professional growth and success.
Senior Financial Planner — Chartered IFA, £30M AUM 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 Senior Financial Planner — Chartered IFA, £30M AUM in St Albans
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for new opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the firm thoroughly. Understand their values, client base, and recent developments. This will help you tailor your answers and show that you're genuinely interested in joining their team.
✨Tip Number 3
Showcase your expertise! Bring along case studies or examples of how you've successfully managed client portfolios in the past. This will demonstrate your capability and give potential employers confidence in your skills.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find and apply for roles that match your skills. Plus, it shows you're serious about joining our proactive team and contributing to our growth.
We think you need these skills to ace Senior Financial Planner — Chartered IFA, £30M AUM in St Albans
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that align with the Senior Financial Planner role. Highlight your achievements in managing AUM and providing independent financial advice to show us you’re the right fit.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial planning and how you can contribute to our business development initiatives. Be genuine and let your personality come through.
Showcase Your Client Management Skills: Since you’ll be inheriting a significant client base, it’s crucial to demonstrate your experience in client relationship management. Share specific examples of how you’ve successfully built and maintained client relationships in the past.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. This way, we can easily track your application and get back to you quicker. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at BWD Search & Selection
✨Know Your Numbers
As a Senior Financial Planner, you’ll need to demonstrate your expertise in managing assets. Brush up on key financial metrics and be ready to discuss how you've successfully managed portfolios in the past. This shows you’re not just about theory but have practical experience.
✨Showcase Your Client Relationship Skills
Since you'll inherit a significant client base, it’s crucial to highlight your ability to build and maintain strong client relationships. Prepare examples of how you've nurtured client trust and satisfaction in previous roles, as this will resonate well with the firm’s focus on high-quality advice.
✨Be Ready for Business Development Questions
The role involves growing the client portfolio, so expect questions about your approach to business development. Think of specific strategies you've used to attract new clients and how you plan to leverage the existing £30M AUM to expand further.
✨Align with Their Values
Research the firm’s culture and values before the interview. Be prepared to discuss how your professional goals align with their commitment to proactive growth and success. This will show that you’re not just looking for any job, but that you genuinely want to be part of their team.
