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- Tasks: Help clients achieve their financial goals and grow your own portfolio.
- Company: A local, thriving financial planning firm in Bradford-on-Avon.
- Benefits: Negotiable salary, hybrid working model, and a supportive team environment.
- Other info: Be part of a well-established team with great career growth potential.
- Why this job: Join a growing team and make a real difference in clients' lives.
- Qualifications: Level 4 Diploma qualified with experience in financial planning.
The predicted salary is between 40000 - 50000 £ per year.
A local directly authorised financial planning firm in Bradford-on-Avon is seeking a Financial Planner.
Responsibilities:
- Service, retain and grow a portfolio of existing clients
- Provide financial planning advice across three servicing levels according to client needs
- Utilise referrals, networking, marketing initiatives and professional introducers to acquire new clients
- Receive full back-office support from technical paraplanners, administrators and platform administrators
Requirements:
- Level 4 Diploma qualified, preferably with advanced qualifications toward Chartered status
- Experience providing financial planning to clients as a Financial Advisor
- Desire to be part of a growing team and take an active role in delivering business growth
Benefits:
- Salary negotiable based on experience and qualifications
- Company benefits
- Hybrid working model: mix of office, client meetings and work from home
- Opportunity to play a key role within a well-established, growing team
Location: Bradford-on-Avon
Financial Planner in BA15, Bradford-on-Avon, Wiltshire employer: Energy Jobline CVL
Contact Detail:
Energy Jobline CVL Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in BA15, Bradford-on-Avon, Wiltshire
✨Tip Number 1
Network like a pro! Attend local events or join online groups related to financial planning. This way, we can meet potential clients and other professionals who might refer clients our way.
✨Tip Number 2
Show off your expertise! Create content that showcases your knowledge in financial planning. Whether it's a blog post or a video, let’s share it on social media to attract attention from potential clients.
✨Tip Number 3
Follow up with leads! After meeting someone new, drop them a quick message to keep the conversation going. We want to stay fresh in their minds when they think about financial advice.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about joining our growing team.
We think you need these skills to ace Financial Planner in BA15, Bradford-on-Avon, Wiltshire
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Planner role. Highlight your Level 4 Diploma and any advanced qualifications, as well as your experience in providing financial planning advice.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about financial planning and how you can contribute to our growing team. Mention specific examples of how you've serviced and grown client portfolios in the past.
Showcase Your Client Relationship Skills: In your application, emphasise your ability to build and maintain strong client relationships. We want to see how you’ve successfully retained and grown client portfolios through your previous roles.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. This way, we can easily track your application and get back to you quicker!
How to prepare for a job interview at Energy Jobline CVL
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge, especially around the services you’ll be providing. Be ready to discuss your experience with different client needs and how you've tailored your advice in the past.
✨Showcase Your Client Relationship Skills
Since this role involves servicing and growing a portfolio of clients, think of examples where you've successfully built relationships. Prepare to share stories that highlight your ability to retain clients and grow their portfolios.
✨Be Ready to Discuss Growth Strategies
The firm is looking for someone who can contribute to business growth. Come prepared with ideas on how you would utilise referrals, networking, and marketing initiatives to attract new clients. This shows you're proactive and aligned with their goals.
✨Ask Insightful Questions
Prepare some thoughtful questions about the team dynamics and the firm's growth plans. This not only shows your interest but also helps you gauge if the company culture aligns with your values and career aspirations.