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- Tasks: Deliver top-notch financial planning and wealth management to clients while developing new business.
- Company: Join a dynamic team at CB3 Associates Ltd, focused on private wealth advisory.
- Benefits: Enjoy a competitive salary, car allowance, flexible benefits, and a solid pension plan.
- Why this job: This role offers a chance to build client relationships and make a real impact on their financial futures.
- Qualifications: Must have QCF level 4 Diploma, CAS, and 2+ years of private wealth advisory experience.
- Other info: Flexible working options available, with both remote and face-to-face client meetings.
The predicted salary is between 39600 - 50400 £ per year.
The Role: To deliver quality financial planning and wealth management to existing private wealth clients, whilst developing new business via warm, in-house lead opportunities. Duties include:
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Provide independent financial advice across a wide range of areas, including pensions, investments, life insurance, and tax and estate planning.
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Conduct in-depth client meetings to assess their financial situation, goals, and risk tolerance.
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Develop and present personalized financial plans and recommendations tailored to client needs.
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Regularly review and adjust client portfolios to ensure alignment with their objectives.
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Use cashflow planning to create a full financial plan and update according to review frequency and change in client circumstances
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Ensure all advice and recommendations are compliant with current regulations and industry standards.
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Maintain detailed records of client meetings, advice given, and ongoing portfolio management.
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Build and maintain long-term relationships with clients, offering ongoing support and guidance.
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Regularly meet with clients to review their financial strategies and make adjustments as necessary.
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Be comfortable carrying out client reviews remotely and face to face
The Person: You must be QCF level 4 Diploma qualified, hold CAS and have 2+ years private wealth focused advisory experience. The role will suit someone looking for a client-centric, servicing biased role yet is motivated by developing new business development and onboarding AUM.
Package: £55-60k base DOE + £5k car allowance & full company benefits
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Key Benefits: 6% pension, 4xDIS and a full flexible benefits package
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Holidays: 25 days holiday + stats
What next? Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours. For further opportunities that might suit you, please visit the website: www.cb3associates.co.uk
Financial Planner employer: CB3 Associates Ltd
Contact Detail:
CB3 Associates Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Make sure to leverage your existing network. Reach out to former colleagues or clients who might know about opportunities in financial planning. Personal connections can often lead to warm leads and referrals.
✨Tip Number 2
Stay updated on the latest trends in financial planning and wealth management. This knowledge will not only help you in client meetings but also demonstrate your commitment to the field during interviews.
✨Tip Number 3
Practice your client meeting skills. Since the role involves conducting in-depth client meetings, consider role-playing scenarios with a friend or mentor to refine your approach and build confidence.
✨Tip Number 4
Familiarize yourself with compliance regulations and industry standards relevant to financial advice. Being well-versed in these areas will show potential employers that you are serious about providing quality service.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Financial Planner position. Understand the key responsibilities and qualifications required, such as the QCF level 4 Diploma and CAS certification.
Tailor Your CV: Customize your CV to highlight relevant experience in private wealth advisory roles. Emphasize your skills in financial planning, client relationship management, and compliance with regulations.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to build long-term client relationships. Mention specific examples of how you've successfully developed new business or managed client portfolios.
Follow Application Instructions: Ensure you send your application to the correct contact, Chris at CB3 Associates Ltd, and include all necessary documents. Double-check your email for any errors before hitting send.
How to prepare for a job interview at CB3 Associates Ltd
✨Showcase Your Financial Knowledge
Be prepared to discuss your understanding of financial planning concepts, including pensions, investments, and tax strategies. Highlight your QCF level 4 Diploma and any relevant certifications to demonstrate your qualifications.
✨Demonstrate Client-Centric Approach
Emphasize your experience in building long-term relationships with clients. Share examples of how you've tailored financial plans to meet individual client needs and how you maintain ongoing support.
✨Prepare for In-Depth Client Meetings
Practice conducting mock client meetings where you assess financial situations and risk tolerances. This will help you articulate your process clearly during the interview and show your ability to engage with clients effectively.
✨Stay Updated on Regulations
Familiarize yourself with current regulations and industry standards related to financial advice. Being knowledgeable about compliance will not only impress your interviewers but also show that you take your responsibilities seriously.
