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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 required.
- Other info: Join a forward-thinking team dedicated to excellence and growth.
The predicted salary is between 36000 - 60000 ÂŁ 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 fastâpaced 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 ÂŁ5m+.
- 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, selfâmotivated approach, while also collaborating effectively with colleagues.
- Proven track record of producing highâquality, timely outputs that balance a clientâfocused 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 todayâjoin us in shaping the financial futures of our clients while advancing your professional journey in Manchester. Apply now and be part of a forwardâthinking team dedicated to excellence!
Financial Planner - Manchester employer: Davies Talent Solutions
Contact Detail:
Davies Talent Solutions Recruiting Team
StudySmarter Expert Advice đ¤Ť
We think this is how you could land Financial Planner - Manchester
â¨Network Like a Pro
Get out there and connect with people in the financial sector! Attend local events, join professional groups, and donât be shy about reaching out on LinkedIn. Building relationships can lead to referrals and insider info on job openings.
â¨Showcase Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your experience in building client portfolios and your success in attracting new clients. Share specific examples that demonstrate your skills and how you can add value to their team.
â¨Prepare for Interviews
Do your homework on the company and the role before the interview. Be ready to discuss how your qualifications align with their needs, especially your ability to communicate complex financial information clearly. Practice common interview questions to boost your confidence!
â¨Apply Through Our Website
Donât forget to apply directly through our website! Itâs the best way to ensure your application gets noticed. Plus, it shows youâre genuinely interested in joining our dynamic team in Manchester. Letâs shape the financial futures of our clients together!
We think you need these skills to ace Financial Planner - Manchester
Some tips for your application đŤĄ
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the Financial Planner role. Highlight your client portfolio achievements and any relevant qualifications to grab our attention!
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 you can make a difference for our clients in Manchester. Keep it engaging and personal.
Showcase Your Communication Skills: Since you'll be dealing with complex financial information, demonstrate your ability to communicate clearly in your application. Use straightforward language and examples that show how you've successfully explained financial concepts to clients.
Apply Through Our Website: We encourage you to apply directly through our website. Itâs the best way for us to receive your application and ensures you donât miss out on any important updates from our team!
How to prepare for a job interview at Davies Talent Solutions
â¨Know Your Numbers
As a Financial Planner, youâll need to demonstrate your expertise in managing client portfolios. Brush up on your past successes, especially any figures related to the ÂŁ5m+ portfolio you've built. Be ready to discuss specific strategies you used to attract new clients and how you achieved those results.
â¨Showcase Your Communication Skills
Youâll be expected to explain complex financial concepts clearly. Prepare examples of how you've simplified intricate information for clients in the past. Practising these explanations can help you convey your ideas confidently during the interview.
â¨Research the Manchester Market
Understanding the local market is crucial. Familiarise yourself with the demographics and financial trends in Manchester. Bring insights to the interview about how you can leverage this knowledge to better serve clients in the area.
â¨Demonstrate Your Proactive Approach
This role requires a self-motivated mindset. Think of instances where you took the initiative in your previous roles, whether it was developing new business strategies or enhancing client relationships. Share these stories to illustrate your ability to work independently while still being a team player.
