Financial Planner

Financial Planner

Nottingham Full-Time 48000 - 64000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help clients with tailored financial advice and manage their portfolios.
  • Company: Join a leading blue-chip firm known for its award-winning services.
  • Benefits: Enjoy a competitive salary, uncapped bonuses, and a full home office setup.
  • Why this job: This role offers growth opportunities with established clients and strong support systems.
  • Qualifications: Must have the right to work in the UK and a proven track record in finance.
  • Other info: No business development or networking required; all clients are provided.

The predicted salary is between 48000 - 64000 £ per year.

Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients.

Our Client, one of the most popular and well-known blue chip firms in the country, is expanding their unique business model across the UK. They provide tailored holistic financial advice products and services to employees of FTSE 100 & 250 companies and other well-known institutions. Their success has been recognised through prestigious awards and significant growth.

We are interested in hearing from top performing qualified Financial Planners, Financial Advisors/IFAs/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place.

The Company offers an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more.

To apply for the Financial Planner role, you must have:

  • the legal right to work in the UK
  • a demonstrable proven track record of consistent success within your current role

Financial Planner employer: Click To Hired

As a leading blue chip firm, our company offers an exceptional work environment for Financial Planners, providing all clients and comprehensive support to ensure your success. With a focus on employee growth, we offer competitive salaries, uncapped bonuses, and a generous benefits package, including a full home office setup and 25 days of holiday. Join us in a culture that values excellence and rewards your achievements while you help shape the financial futures of employees from prestigious FTSE 100 and 250 companies.
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Contact Detail:

Click To Hired Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Planner

✨Tip Number 1

Research the company thoroughly. Understand their business model, values, and the specific services they offer to clients. This knowledge will help you tailor your conversations and demonstrate your genuine interest during interviews.

✨Tip Number 2

Network with current or former employees of the company on platforms like LinkedIn. They can provide valuable insights into the company culture and expectations, which can give you an edge in your application process.

✨Tip Number 3

Prepare for potential interview questions by reflecting on your past successes as a Financial Planner. Be ready to discuss specific examples that highlight your skills and achievements, especially those that align with the role's requirements.

✨Tip Number 4

Showcase your commitment to continuous professional development. Mention any relevant certifications or training you've completed recently, as this demonstrates your dedication to staying updated in the financial planning field.

We think you need these skills to ace Financial Planner

Financial Analysis
Investment Knowledge
Client Relationship Management
Regulatory Compliance
Risk Assessment
Financial Modelling
Tax Planning
Retirement Planning
Communication Skills
Negotiation Skills
Attention to Detail
Problem-Solving Skills
Time Management
Adaptability

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience as a Financial Planner or in similar roles. Focus on your achievements, such as successful client management and any awards or recognitions you've received.

Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the job description. Emphasise your proven track record of success and how your skills align with the company's needs. Mention your enthusiasm for working with FTSE 100 & 250 clients.

Highlight Relevant Qualifications: Clearly list your qualifications and certifications relevant to financial planning. This could include any specific financial planning designations or degrees that demonstrate your expertise in the field.

Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is accurate and presented professionally.

How to prepare for a job interview at Click To Hired

✨Know Your Numbers

As a Financial Planner, you should be well-versed in financial metrics and performance indicators. Be prepared to discuss your past achievements in terms of client growth, retention rates, and any relevant financial targets you've met.

✨Understand the Company’s Model

Research the unique business model of the company you're interviewing with. Familiarise yourself with their approach to providing tailored financial advice and how it differs from competitors. This will show your genuine interest and help you align your answers with their values.

✨Prepare for Scenario Questions

Expect scenario-based questions that assess your problem-solving skills and client management abilities. Think of examples from your past experience where you successfully navigated complex financial situations or provided exceptional client service.

✨Highlight Your Teamwork Skills

Since the role involves working with paraplanning and research support, emphasise your ability to collaborate effectively with other professionals. Share examples of how you've worked as part of a team to achieve client goals or improve processes.

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