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- 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 experience as a Financial Adviser.
- Other info: Enjoy streamlined administration and coaching to maximise your potential.
The predicted salary is between 36000 - 60000 £ 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 in London employer: Capital Planning Partners
Contact Detail:
Capital Planning Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser in London
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisers, attend industry events, and join relevant online forums. Building relationships can lead to referrals and job opportunities that you might not find on job boards.
✨Tip Number 2
Showcase your expertise! Create a personal brand by sharing your insights on social media or writing articles about financial advice. This not only demonstrates your knowledge but also attracts potential employers who are looking for someone proactive and knowledgeable.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to financial advising. We recommend role-playing with a friend or mentor to build confidence and refine your responses, ensuring you come across as personable and professional.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for candidates who are ready to take the next step in their career and thrive in a supportive environment.
We think you need these skills to ace Financial Adviser in London
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 hit the ground running.
Tailor Your Application: Take a moment to customise your application for us. Mention how our support structure aligns with your career goals and how you can contribute to our team spirit and client outcomes.
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 ability to understand and meet client needs will resonate well with the interviewers, as they value a client-centric mindset.
✨Demonstrate Team Spirit
Since they emphasise a strong team spirit, be ready to talk about your experiences working collaboratively with colleagues. Share stories that illustrate how you’ve contributed to a positive team environment and supported others in achieving their goals.
✨Ask Insightful Questions
Prepare thoughtful questions about their support structure and coaching opportunities. This not only shows your interest in the role but also demonstrates that you’re serious about your professional development and want to make the most of the resources available.
