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For Companies At a Glance
- Tasks: Help clients achieve their financial goals with tailored solutions and expert advice.
- Company: Dynamic financial planning team in Manchester focused on client success.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Why this job: Make a real impact on clients' financial futures while advancing your career.
- Qualifications: 2+ years of experience and Level Four qualification in finance.
- Other info: Join a forward-thinking team dedicated to excellence and growth.
The predicted salary is between 36000 - 60000 £ per year.
Are you a dedicated financial professional ready to make a meaningful impact? We are seeking an experienced and driven Financial Planner to join a dynamic team in Manchester. This is a fantastic opportunity to leverage your expertise in building a thriving client portfolio while delivering tailored financial solutions that truly make a difference. If you’re passionate about guiding clients toward their financial goals and thrive in a fast‑paced environment, this role is perfect for you.
What You’ll Need
- At least 2+ years of experience, demonstrated by building a client portfolio valued at £5m+.
- Proven success in attracting new clients through effective business development strategies.
- Hold a minimum of Level Four qualification through an accredited body such as the CII or CISI.
- Possession of a valid Statement of Professional Standing.
- Strong ability to communicate complex financial information in a clear, straightforward manner.
- Capable of working independently with a proactive, self‑motivated approach, while also collaborating effectively with colleagues.
- Proven track record of producing high‑quality, timely outputs that balance a client‑focused approach with commercial objectives.
Nice to Have
- Additional certifications or experience in specialized financial planning areas.
- Knowledge of the local Manchester market and client demographics.
Preferred Education and Experience
- A relevant degree or professional qualification in finance or related disciplines.
- Minimum of 2 years’ experience within a similar financial planning role.
Other Requirements
- Ability to work autonomously and maintain high standards of professionalism.
- Commitment to ongoing professional development.
Take the next step in your career today—join us in shaping the financial futures of our clients while advancing your professional journey in Manchester. Apply now and be part of a forward‑thinking team dedicated to excellence!
Financial Planner - Manchester employer: Davies Talent Solutions
Contact Detail:
Davies Talent Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - Manchester
✨Network Like a Pro
Get out there and connect with people in the financial sector! Attend local events, join professional groups, and don’t be shy about reaching out on LinkedIn. Building relationships can lead to opportunities that aren’t even advertised.
✨Showcase Your Expertise
Consider hosting a workshop or webinar to demonstrate your financial planning skills. This not only positions you as an expert but also allows potential clients to see your approach firsthand. Plus, it’s a great way to build your portfolio!
✨Tailor Your Approach
When meeting potential clients, make sure to tailor your pitch to their specific needs. Show them how your experience aligns with their financial goals. Personalisation can make all the difference in winning them over!
✨Apply Through Our Website
Don’t forget to apply for the Financial Planner role directly through our website! It’s the best way to ensure your application gets noticed by the right people. Plus, we love seeing candidates who are proactive about joining our team!
We think you need these skills to ace Financial Planner - Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences mentioned in the job description. Highlight your client portfolio achievements and any relevant qualifications to show us you’re the right fit for the Financial Planner role.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial planning and how your experience aligns with our mission. Be genuine and let your personality come through!
Showcase Your Communication Skills: Since we value clear communication, make sure your application is well-structured and easy to read. Use straightforward language to demonstrate your ability to convey complex financial information simply and effectively.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process. Let’s get started on this journey together!
How to prepare for a job interview at Davies Talent Solutions
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your expertise in managing client portfolios. Brush up on your past successes, especially any figures that showcase your ability to build a portfolio valued at £5m+. Be ready to discuss specific strategies you used to attract new clients and how you achieved those results.
✨Communicate Clearly
You’ll be expected to explain complex financial concepts in a straightforward manner. Practice articulating your thoughts on financial solutions and ensure you can break down intricate information into digestible pieces. This will show your potential employer that you can effectively guide clients towards their financial goals.
✨Showcase Your Proactivity
Demonstrate your self-motivation and proactive approach during the interview. Share examples of how you’ve taken the initiative in previous roles, whether it’s through business development or enhancing client relationships. This will highlight your ability to work independently while still being a team player.
✨Research the Manchester Market
Having knowledge of the local market can set you apart from other candidates. Familiarise yourself with client demographics and any recent trends in Manchester’s financial landscape. This will not only impress your interviewers but also show your commitment to understanding the environment in which you’ll be working.
