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For Companies At a Glance
- Tasks: Provide relationship-based financial advice to clients and develop lasting professional relationships.
- Company: Join a leading financial advice business with a supportive and collaborative culture.
- Benefits: Earn £100k+ within 2 years, with tailored support and exceptional lead generation.
- Why this job: Take your career to the next level in a tech-enabled environment focused on client success.
- Qualifications: Level 4 Advice qualification and a proactive, client-centric mindset.
- Other info: Enjoy streamlined administration and coaching for your professional development.
The predicted salary is between 72000 - 120000 £ per year.
Minimum Requirements:
- Experienced Financial Adviser with a Level 4 Advice qualification and SPS
Earnings:
- Both Employed and Self-employed packages with the opportunity to build real value within a leading financial advice business.
- Potential for earning £100k+ within 2 years, with the opportunity for further financial progression.
Are you:
- Someone who is ready to take the next step in your career and can demonstrate that you are proactive, personable, and professional
- Someone who has a client-centric approach and mindset
- Someone who thrives on developing strong and lasting professional relationships with clients, both in person and remotely
- A capable self-starter who can maximise the support structure provided to help you achieve your aspirations and potential
- Someone who cares deeply about best practice, strong team spirit and positive client outcomes
How will Capital Planning Partners support you:
- We will provide tailored support, to smooth your transition into our business:
- Existing client servicing opportunities with both private and corporate clients
- Specialist advice and technical support
- Exceptional lead generation and marketing support
- Streamlined administration allowing more time with clients
- Coaching, development and application training for client meeting skills
This is a fantastic opportunity for an experienced financial adviser looking to take the next step in their career, working with a company that is committed to supporting you on your journey in a highly collaborative environment. Our technology-enabled environment enables you to concentrate on what is important: providing relationship-based financial advice to clients to help them meet their needs and objectives.
Financial Adviser employer: Capital Planning Partners
Contact Detail:
Capital Planning Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisers and potential clients. Attend industry events, join online forums, and don’t be shy about reaching out on LinkedIn. Building relationships is key in our field!
✨Tip Number 2
Showcase your expertise! Create content that highlights your knowledge in financial advising. Whether it’s blog posts, videos, or social media updates, let people see you as the go-to expert. This will help you attract clients who value your insights.
✨Tip Number 3
Practice your pitch! You never know when an opportunity might arise, so be ready to explain your services clearly and confidently. Role-play with friends or colleagues to refine your approach and make sure you’re hitting all the right notes.
✨Tip Number 4
Apply through our website! We’re always on the lookout for talented financial advisers. By applying directly, you’ll get a chance to showcase your skills and passion for client-centric advice. Plus, it’s a great way to get noticed by our team!
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Show Off Your Experience: Make sure to highlight your Level 4 Advice qualification and any relevant experience you have as a Financial Adviser. We want to see how you've made a difference for your clients in the past!
Be Personable: Since we value strong relationships, let your personality shine through in your application. Share examples of how you've built rapport with clients, both in person and remotely.
Demonstrate Proactivity: We love self-starters! Include instances where you've taken the initiative to solve problems or improve processes. This shows us you're ready to take the next step in your career.
Apply Through Our Website: For the best chance of success, make sure to apply directly through our website. It helps us keep track of your application and ensures you don’t miss out on this fantastic opportunity!
How to prepare for a job interview at Capital Planning Partners
✨Know Your Stuff
Make sure you brush up on your financial knowledge and the latest industry trends. Being able to discuss recent developments or changes in regulations will show that you're proactive and well-informed, which is exactly what they’re looking for.
✨Showcase Your Client-Centric Approach
Prepare examples of how you've successfully built and maintained client relationships in the past. Highlighting your personable nature and ability to connect with clients will demonstrate that you align with their values and can thrive in a client-focused environment.
✨Demonstrate Your Proactivity
Think of instances where you've taken the initiative in your previous roles. Whether it’s developing new strategies for client engagement or improving processes, showcasing your self-starter attitude will resonate well with the interviewers.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s support structure and how they help advisers grow. This not only shows your interest in the role but also your desire to integrate into their collaborative environment and make the most of the resources available.
