At a Glance
- Tasks: Manage your own client portfolio and conduct regular reviews.
- Company: Join a dynamic financial planning firm with a strong UK presence.
- Benefits: Enjoy hybrid work, high-quality leads, and robust support.
- Other info: Send your CV to Ursula at Financial Divisions for this exciting opportunity.
- Why this job: Influence planning processes and mentor junior team members in a collaborative culture.
- Qualifications: Chartered Status or working towards it; proven experience as an Independent Financial Adviser.
The predicted salary is between 60000 - 90000 £ per year.
Job Description
An exceptional opportunity to join a dynamic and expanding financial planning firm with a strong presence across multiple UK locations. The role offers access to high-quality inbound leads, robust back-office support, and the chance to influence and enhance planning processes at a senior level.
What You'll Do:
- Manage and grow your own client portfolio
- Conduct regular client reviews and build new business through referrals and personal connections
- Mentor junior team members and collaborate with paraplanners
- Present proposals to board-level executives
What You Bring:
- Chartered Status or working towards it
- Proven experience as an Independent Financial Adviser
- Strong knowledge of EIS, VCTs, Business Relief, and cashflow planning tools (Voyant preferred)
- A track record of exceeding targets
- Confidence, technical precision, and leadership skills
- Client following preferred but not essential.
Please send your CV to Ursula at Financial Divisions
Chartered Financial Planner - London - Hybrid - Salary up to £75k + bonus employer: Financial Divisions
Join a forward-thinking financial planning firm in London that prioritises employee development and offers a hybrid working model. With competitive salaries, performance bonuses, and a supportive work culture, you will have the opportunity to manage your own client portfolio while mentoring junior team members. This role not only allows for professional growth but also provides access to high-quality leads and the chance to shape strategic planning processes at a senior level.
StudySmarter Expert Advice🤫
We think this is how you could land Chartered Financial Planner - London - Hybrid - Salary up to £75k + bonus
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Financial Divisions. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Chartered Financial Planner - London - Hybrid - Salary up to £75k + bonus
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Financial Divisions.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Financial Divisions's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Financial Divisions
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Financial Divisions.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Financial Divisions will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Financial Divisions employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
