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- Tasks: Join a Senior Adviser to manage HNW client portfolios and provide holistic financial planning.
- Company: A leading financial planning firm based in Stockport, known for its supportive culture.
- Benefits: Enjoy a competitive salary, benefits, and uncapped on-target earnings.
- Why this job: Kickstart your finance career with hands-on experience and mentorship from industry experts.
- Qualifications: Ideal for those at the start of their advice career; no prior experience required.
- Other info: Opportunity to grow into a key role within the firm over time.
The predicted salary is between 28800 - 48000 £ per year.
An opportunity has arisen for a Financial Planner to join a practice in Stockport. The firm are ideally looking for an individual at the start of their advice career to join them to work with a Senior Adviser in the firm to take over a portfolio of HNW clients in the Cheshire region. You will also provide a support role with a view to taking over the portfolio in an agreed time frame.
The firm is a leading financial planning firm in Stockport.
The role includes:
- Providing holistic planning to clients across Cheshire.
- Attending meetings with the Senior Adviser and taking over the portfolio after meetings with the clients.
- Use of cashflow modelling and lifestyle planning as required.
- Other tasks as required.
In return you will receive a competitive salary, benefits and uncapped OTE.
To discuss please send CV to michael.long@fergusondean.co.uk
Financial Advisor (Stockport) employer: Ferguson Dean
Contact Detail:
Ferguson Dean Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor (Stockport)
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work in Stockport or Cheshire. Attend local finance events or seminars to meet potential colleagues and mentors who can provide insights into the firm and its culture.
✨Tip Number 2
Familiarise yourself with cashflow modelling and lifestyle planning tools, as these are essential for the role. Consider taking online courses or certifications that can enhance your skills and demonstrate your commitment to the field.
✨Tip Number 3
Prepare to discuss your understanding of high-net-worth clients and their unique financial needs during any informal conversations or interviews. Show that you can empathise with their situations and have a genuine interest in helping them achieve their financial goals.
✨Tip Number 4
Reach out to current or former employees of the firm on LinkedIn to gain insights about the company culture and expectations. This can help you tailor your approach and show that you’re genuinely interested in becoming part of their team.
We think you need these skills to ace Financial Advisor (Stockport)
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the responsibilities and expectations of a Financial Advisor. Highlight your relevant skills and experiences that align with the role.
Tailor Your CV: Customise your CV to reflect your experience in financial planning, client management, and any relevant qualifications. Emphasise your ability to work alongside a Senior Adviser and your readiness to take on a portfolio of HNW clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your eagerness to learn from experienced professionals. Mention specific reasons why you want to join this firm and how you can contribute to their success.
Proofread Your Application: Before submitting your application, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at Ferguson Dean
✨Research the Firm
Before your interview, make sure to research the financial planning firm thoroughly. Understand their values, services, and the specific clientele they serve. This will help you tailor your responses and show genuine interest in the role.
✨Prepare for Technical Questions
As a Financial Advisor, you may be asked technical questions related to financial planning, cashflow modelling, and lifestyle planning. Brush up on these topics and be ready to discuss how you would apply them in real-life scenarios.
✨Showcase Your Soft Skills
In addition to technical knowledge, soft skills are crucial in this role. Be prepared to demonstrate your communication, empathy, and relationship-building abilities, as these will be essential when working with high-net-worth clients.
✨Ask Insightful Questions
At the end of the interview, take the opportunity to ask insightful questions about the firm's approach to client management and the support you'll receive from the Senior Adviser. This shows your eagerness to learn and grow within the company.
