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- Tasks: Manage a live client bank and deliver personalised financial planning.
- Company: Established financial advisory firm in Northampton with a strong reputation.
- Benefits: Competitive salary of £75k plus commission and potential for career progression.
- Why this job: Join a dynamic team and make a real difference in clients' financial lives.
- Qualifications: Level 4 Diploma and experience in client-facing roles required.
- Other info: Hybrid working model with opportunities for professional growth.
The predicted salary is between 60000 - 84000 £ per year.
A well-established financial advisory firm in Northampton seeks an Experienced Financial Planner to manage a live client bank. This role involves relationship management, delivering personalized financial planning, and collaborating with support teams.
The position offers a competitive salary of £75k plus commission, and progression to a senior role is possible.
Candidates should hold a Level 4 Diploma and experience in client-facing roles is essential.
Senior Financial Planner – Hybrid, Inherit Live Client Book in Northampton employer: Ellis James Partners Limited
Contact Detail:
Ellis James Partners Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planner – Hybrid, Inherit Live Client Book in Northampton
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the hunt for a Senior Financial Planner role. Personal recommendations can really give you an edge.
✨Tip Number 2
Prepare for those interviews by practising common questions and scenarios related to client management and financial planning. We all know that confidence is key, so the more you rehearse, the better you'll perform!
✨Tip Number 3
Showcase your expertise! Bring along examples of your past successes in managing client portfolios and delivering tailored financial advice. This will help you stand out as the ideal candidate for the role.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect with us directly.
We think you need these skills to ace Senior Financial Planner – Hybrid, Inherit Live Client Book in Northampton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in client-facing roles and showcases your Level 4 Diploma. We want to see how your skills align with the Senior Financial Planner position, so don’t be shy about tailoring it to fit!
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 manage our live client bank effectively. Keep it personal and engaging – we love a good story!
Showcase Your Relationship Management Skills: In your application, highlight any previous experiences where you’ve successfully managed client relationships. We’re looking for someone who can build trust and deliver personalised financial planning, so make sure to emphasise this!
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’re considered for the role. Plus, it’s super easy – just follow the prompts and you’ll be set!
How to prepare for a job interview at Ellis James Partners Limited
✨Know Your Numbers
As a Senior Financial Planner, you’ll need to demonstrate your financial acumen. Brush up on key financial metrics and be ready to discuss how you've used them in past roles. This shows you’re not just about theory but can apply your knowledge practically.
✨Showcase Relationship Management Skills
Since this role involves managing a live client bank, prepare examples of how you've successfully built and maintained client relationships. Think about specific challenges you faced and how you overcame them to keep clients satisfied.
✨Understand the Firm's Values
Research the financial advisory firm thoroughly. Understand their mission, values, and the types of clients they serve. This will help you tailor your responses to align with their culture and show that you’re genuinely interested in being part of their team.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills in real-life situations. Practice articulating your thought process clearly, as this will demonstrate your ability to think on your feet and provide personalised financial planning solutions.
