At a Glance
- Tasks: Provide expert financial planning to high-net-worth clients and manage their investment portfolios.
- Company: Reputable Chartered IFA with a strong community presence and client satisfaction focus.
- Benefits: Attractive salary, death in service cover, critical illness cover, and income protection.
- Other info: Supportive team environment with opportunities for professional growth and development.
- Why this job: Join a respected firm and make a real difference in clients' financial futures.
- Qualifications: Experience in financial planning and a passion for helping clients achieve their goals.
The predicted salary is between 68000 - 85000 £ per year.
Servicing role of existing HNW clients from the CEO.
Surrey based Chartered IFA (Leatherhead).
£80k - £100k basic salary plus benefits and bonuses.
Benefits: Death in Service, Critical Illness Cover, Income Protection.
My client is a Chartered independent wealth planning firm with offices near Leatherhead. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup, they manage the affairs of 250 families.
They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years. An average client for them has £1m of invested assets, with their top client having multiple millions invested.
The business has built an outstanding reputation and is very engaged in the local community. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention.
The support team comprises of an experienced team of Administrators and Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams.
Chartered Financial Planner in Leatherhead employer: Financial Divisions
Join a dynamic team as a Paraplanner, where you will benefit from a clear pathway to becoming a Financial Adviser, with competitive salaries and comprehensive training. Our supportive work culture fosters professional growth and collaboration, ensuring that you are well-equipped to excel in your career while enjoying a rewarding work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Chartered Financial Planner in Leatherhead
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at the firm you're eyeing. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of the firm's values and client base. Show them you understand their commitment to exceptional customer satisfaction and how you can contribute to that.
✨Tip Number 3
Don’t just wait for job openings; be proactive! If you think you’d be a great fit for the team, reach out directly through our website. Sometimes, the best opportunities come from showing genuine interest.
✨Tip Number 4
Follow up after your interview with a thank-you note. It’s a simple gesture that shows your appreciation and keeps you fresh in their minds. Plus, it’s a great way to reiterate your enthusiasm for the role!
We think you need these skills to ace Chartered Financial Planner in Leatherhead
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Chartered Financial Planner role. Highlight your experience with HNW clients and any relevant qualifications. We want to see how you can bring value to our team!
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 skills align with our values. Keep it engaging and personal – we love a good story!
Showcase Your Client Relationships:Since we pride ourselves on exceptional customer satisfaction, share examples of how you've built and maintained strong relationships with clients. This will help us see how you fit into our community-focused approach.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Financial Divisions
✨Know Your Numbers
As a Chartered Financial Planner, you’ll need to demonstrate your expertise in financial metrics. Brush up on key figures related to pensions, investments, and tax planning. Be ready to discuss how you've successfully managed high-net-worth clients and the strategies you've employed.
✨Showcase Client Relationships
This role is all about servicing existing HNW clients, so be prepared to talk about your experience in building and maintaining long-term client relationships. Share specific examples of how you've enhanced client satisfaction and retention in your previous roles.
✨Understand the Local Market
Familiarise yourself with the financial landscape in Sussex, Kent, and London. Knowing the local community and its unique needs will set you apart. Mention any relevant connections or insights you have about the area during your interview.
✨Highlight Your Team Spirit
The firm values collaboration, so emphasise your ability to work well within a team. Discuss how you've supported colleagues in the past and contributed to a positive working environment. This shows that you’re not just a great planner but also a great team player.
