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- Tasks: Provide expert financial advice and help clients achieve their life goals.
- Company: Independent Financial Advisory firm with a focus on holistic planning.
- Benefits: Great salary, hybrid working options, and professional development opportunities.
- Other info: Collaborative environment with opportunities for career growth.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Chartered Financial Adviser or close to qualification with strong technical knowledge.
The predicted salary is between 50000 - 70000 £ per year.
My client is a fully independent Financial Advisory firm, providing both businesses and individuals with sound Financial Planning and Financial Advice across Investments, Inheritance Planning, Retirement Planning, Cash Flow Planning and Investment & Tax Planning for Businesses since 2014. Focusing on goals‑based holistic Financial Planning. We are urgently seeking a Chartered Financial Adviser to join the existing Financial Advisory team and to service our clients on a daily basis.
Responsibilities
- Working collaboratively with our paraplanners, give advice to our clients to help them best achieve their goals.
- Present lifetime cash‑flow forecasts with multiple scenarios.
- Present financial plans with our advice, and suitability reports for regulated recommendations.
- Managing a portfolio of clients, delivering scheduled reviews, and all advice needed during the year.
- Meeting prospective clients, to assess the advice they need, and propose how we can best help them.
- With strong technical knowledge, support other members of the Balance team.
- Nurture all client relationships, as well as important professional relationships.
Qualifications
- We require a Chartered Financial Adviser (possibly will consider someone who is very close to Chartered qualification level) with strong technical knowledge and a number of years of technical paraplanning experience.
- You must have Pension Transfer qualifications and experience in preparing defined benefit pension advice.
- You will work holistically, and be able to see a client’s ‘big picture’ and work out how they can best achieve their life goals.
- You may already be using the Kinder Institute life planning approach or something similar and must be comfortable in a wide range of Financial Planning areas.
- You will also have cash‑flow modelling experience ideally using Voyant as well as being an effective communicator at all levels.
A great salary is offered with this role, as well as hybrid working options.
Chartered Financial Planner in Nottingham, Nottinghamshire employer: Energy Jobline CVL
Contact Detail:
Energy Jobline CVL Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner in Nottingham, Nottinghamshire
✨Tip Number 1
Network like a pro! Get out there and connect with other financial professionals in Nottingham. Attend local events, join relevant groups on social media, and don’t be shy about reaching out for coffee chats. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your expertise! When you meet potential clients or employers, be ready to discuss your experience and how you can help them achieve their financial goals. Bring along examples of your work, like cash-flow forecasts or financial plans, to really impress them.
✨Tip Number 3
Don’t forget to follow up! After meeting someone, shoot them a quick email thanking them for their time and reiterating your interest in working together. It keeps you fresh in their mind and shows you’re genuinely interested in the opportunity.
✨Tip Number 4
Apply through our website! We’ve got some fantastic opportunities waiting for you, and applying directly through us ensures your application gets the attention it deserves. Plus, it’s super easy and straightforward!
We think you need these skills to ace Chartered Financial Planner in Nottingham, Nottinghamshire
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Chartered Financial Planner role. Highlight your technical knowledge, client management experience, and any relevant qualifications to show us you’re the right 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 your approach aligns with our goals-based holistic philosophy. Be genuine and let your personality come through!
Showcase Your Experience: When detailing your past roles, focus on specific achievements and experiences that relate to the responsibilities listed in the job description. We want to see how you’ve successfully managed client portfolios and delivered tailored advice.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Energy Jobline CVL
✨Know Your Financial Planning Stuff
Make sure you brush up on your technical knowledge, especially around cash-flow modelling and pension transfers. Be ready to discuss specific scenarios and how you would approach them, as this will show your expertise and confidence in the field.
✨Showcase Your Holistic Approach
Prepare to talk about how you view a client's 'big picture' and how you can help them achieve their life goals. Use examples from your past experience to illustrate your ability to create tailored financial plans that consider all aspects of a client’s situation.
✨Practice Your Communication Skills
Since you'll be working closely with clients and team members, it's crucial to demonstrate your communication skills. Practice explaining complex financial concepts in simple terms, and be prepared to discuss how you build and nurture client relationships.
✨Be Ready for Scenario Questions
Expect to face scenario-based questions during the interview. Think about different client situations you’ve encountered and how you handled them. This will not only showcase your problem-solving skills but also your ability to think on your feet.