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For Companies At a Glance
- Tasks: Manage client portfolios and provide expert financial planning advice.
- Company: Dynamic financial firm focused on growth and support for its planners.
- Benefits: Starting salary of £50,000 with potential to earn £90,000 plus bonuses.
- Why this job: Join a supportive team and grow your career while making a real impact.
- Qualifications: Level 4 qualified with at least 2 years of financial planning experience.
- Other info: Enjoy a structured environment with excellent mentorship and career progression.
The predicted salary is between 42000 - 60000 £ per year.
Job Description
Financial Planner employer: Exchange Street Claims & Financial Services
Contact Detail:
Exchange Street Claims & Financial Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network like a pro! Get out there and connect with other financial planners or industry professionals. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios specific to financial planning. Think about how you can showcase your experience and passion for client work. Remember, they want to see how you can add value to their team!
✨Tip Number 3
Showcase your personality! When you get the chance to meet potential employers, let your enthusiasm for financial planning shine through. They’re looking for someone who fits into their culture, so be yourself and let them see why you’d be a great addition.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, if you don’t have a CV ready, just send us your contact details and we’ll sort it out later. Everyone deserves a chance, and we’re here to help you!
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Show Your Passion for Financial Planning: When writing your application, let us see your enthusiasm for financial planning shine through. Share why you love this field and how it drives you to help clients achieve their goals.
Highlight Relevant Experience: Make sure to detail your experience as a financial planner, especially if you've got that 2 years post-CAS qualification. We want to know how you've applied your skills in real-world scenarios, so don’t hold back!
Tailor Your Application: Take a moment to customise your application for this role. Mention specific aspects of our firm that resonate with you, like our supportive environment or the focus on client relationships. It shows us you’ve done your homework!
Keep It Clear and Concise: While we love a good story, keep your application straightforward. Use clear language and get to the point. This helps us quickly see why you’d be a great fit for our team. And remember, apply through our website!
How to prepare for a job interview at Exchange Street Claims & Financial Services
✨Know Your Numbers
As a Financial Planner, you’ll need to be comfortable discussing figures. Brush up on your financial knowledge and be ready to talk about your experience managing assets under management (AUM). Be prepared to explain how you've helped clients grow their portfolios.
✨Showcase Your Client-Centric Approach
This firm values diligent work with existing clients over aggressive business development. Prepare examples of how you've built strong relationships with clients and how you've successfully managed their needs. Highlight any referrals you've received as a result of your excellent service.
✨Emphasise Your Qualifications
Make sure to mention your Level 4 qualification and any relevant certifications. If you have two years of experience post-CAS, share specific achievements during that time. This will show that you’re not just qualified but also experienced in the field.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to client management and support systems. Inquire about the mentorship programme and how they help new planners develop. This shows your genuine interest in the role and the company’s growth.
