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- Tasks: Provide expert financial planning and advice to clients in Cambridge.
- Company: Join Dartington Wealth Management, a leading firm of Chartered Financial Planners.
- Benefits: Enjoy a collaborative work environment with support for your professional growth.
- Why this job: Make a real impact on clients' financial futures while working with a dynamic team.
- Qualifications: Must be a Chartered Financial Planner with 5+ years of experience.
- Other info: Clients and new business enquiries will be provided by the firm.
The predicted salary is between 43200 - 72000 £ per year.
Dartington Wealth Management Ltd is a firm of Chartered Financial Planners and Wealth Managers providing impartial, fee-based advice to private individuals, employers and trustees in and around Cambridge and Letchworth. We collaborate with other professional advisers, including solicitors and accountants, delivering imaginative and bespoke solutions to our clients.
This is a full-time role for a Chartered Financial Planner located in Cambridge. The Chartered Financial Planner will be responsible for providing comprehensive financial planning services, advising clients on their financial arrangements, creating and implementing retirement and investment plans, and ensuring clients' financial well-being. This role requires close collaboration with the support team, paraplanners and clients’ solicitors and accountants to deliver cohesive financial strategies. CLIENTS TO SERVICE AND NEW BUSINESS ENQUIRIES WILL BE PROVIDED BY THE FIRM.
Qualifications:
- Chartered Financial Planner and/or Certified Financial Planner qualification
- A minimum of 5 years experience
- Skills in Financial Planning and Personal Financial Planning
- Experience in Investment and Retirement Planning
- Strong analytical and problem-solving abilities
- Excellent written and verbal communication skills
- Ability to work independently and manage multiple client relationships
- Bachelor's degree in Finance, Economics, or a related field is preferred
If you are looking for a new and exciting challenge please send your CV and a covering letter of introduction to Malcolm Coury in the first instance: mcoury@dartingtonwm.com
Chartered Financial Planner (Cambridge) employer: Dartington Wealth Management Ltd
Contact Detail:
Dartington Wealth Management Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner (Cambridge)
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working in Cambridge. Attend local finance-related events or seminars to meet potential colleagues and clients, which can help you get a foot in the door.
✨Tip Number 2
Familiarise yourself with Dartington Wealth Management's approach and values. Understanding their client base and the services they offer will allow you to tailor your conversations and demonstrate how your experience aligns with their needs.
✨Tip Number 3
Prepare to discuss specific case studies from your past experience that highlight your skills in financial planning, investment strategies, and client relationship management. This will showcase your expertise and problem-solving abilities during interviews.
✨Tip Number 4
Stay updated on the latest trends and regulations in financial planning. Being knowledgeable about current market conditions and changes in legislation will not only impress your interviewers but also show your commitment to providing the best advice to clients.
We think you need these skills to ace Chartered Financial Planner (Cambridge)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications as a Chartered Financial Planner and your relevant experience. Emphasise your skills in financial planning, investment, and retirement planning, as well as your analytical abilities.
Craft a Compelling Cover Letter: In your cover letter, introduce yourself and explain why you are interested in the role at Dartington Wealth Management. Mention specific experiences that demonstrate your expertise and how you can contribute to their team.
Highlight Collaboration Skills: Since the role involves working closely with support teams and other professionals, be sure to mention any past experiences where you successfully collaborated with solicitors, accountants, or paraplanners.
Proofread Your Application: Before submitting your application, carefully proofread both your CV and cover letter. Check for any spelling or grammatical errors, and ensure that your documents are clear and professional.
How to prepare for a job interview at Dartington Wealth Management Ltd
✨Know Your Financial Planning Fundamentals
Make sure you brush up on your knowledge of financial planning principles, investment strategies, and retirement planning. Be prepared to discuss how you would approach creating bespoke financial solutions for clients.
✨Demonstrate Your Analytical Skills
Since strong analytical abilities are crucial for this role, be ready to showcase examples from your past experience where you've successfully solved complex financial problems or developed effective strategies for clients.
✨Highlight Your Communication Skills
As a Chartered Financial Planner, you'll need to communicate complex information clearly. Prepare to demonstrate your written and verbal communication skills by discussing how you've effectively communicated with clients and other professionals in the past.
✨Show Your Collaborative Spirit
This role requires close collaboration with various stakeholders. Be prepared to share examples of how you've worked effectively within a team, particularly with paraplanners, solicitors, and accountants, to deliver cohesive financial strategies.
