At a Glance
- Tasks: Manage existing clients and generate new business through networking and events.
- Company: Join a medium-sized IFA firm in North Kent, offering whole market financial advice.
- Benefits: Opportunity for equity stake and flexible working arrangements.
- Other info: Ideal for those looking to grow their career in a supportive environment.
- Why this job: Be part of a dynamic team helping HNW clients with impactful financial planning.
- Qualifications: Must be a Chartered Financial Planner with a passion for client engagement.
The predicted salary is between 80000 - 120000 £ per year.
Chartered Financial Planner to take equity stake in a business. North Kent based IFA firm - medium sized. 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 clients' assets ranging from £150k - £5m+. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes.
The Managing Director is creating a brand-new role for a Chartered Financial Planner who will manage some existing clients. However, they are keen to recruit an adviser who is keen to generate some new business and seeking to attend networking events, conferences etc.
Senior Financial Planner in Kent 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 Senior Financial Planner in Kent
✨Tip Number 1
Network actively within the financial services community, especially in North Kent, Sussex, and London. Attend local events, conferences, and seminars to meet potential clients and industry peers who can refer you to opportunities.
✨Tip Number 2
Showcase your expertise in areas like pensions, investments, and tax planning by engaging in discussions on social media platforms like LinkedIn. Share insights and articles that highlight your knowledge, which can attract attention from the firm.
✨Tip Number 3
Consider reaching out to existing clients of the firm to understand their needs better. This will not only help you build rapport but also demonstrate your proactive approach to client management and business development.
✨Tip Number 4
Research the firm thoroughly and prepare insightful questions about their current client base and growth strategies. This will show your genuine interest in the role and help you stand out during any informal discussions or interviews.
We think you need these skills to ace Senior Financial Planner in Kent
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience as a Chartered Financial Planner. Focus on your expertise in managing client assets, pensions, investments, and tax planning. Include specific examples of how you've successfully generated new business or managed existing clients.
Craft a Compelling Cover Letter:In your cover letter, express your enthusiasm for the role and the company. Mention your interest in attending networking events and conferences, and how you plan to contribute to the firm's growth. Be sure to align your skills with the job requirements outlined in the description.
Showcase Relevant Achievements:Include quantifiable achievements in your application. For instance, mention any significant increases in client portfolios or successful strategies you've implemented in cashflow modelling or retirement planning. This will demonstrate your capability and value to potential employers.
Proofread Your Application:Before submitting your application, thoroughly proofread all documents. Check for spelling and grammatical errors, and ensure that your information is clear and concise. A polished application reflects professionalism and attention to detail, which are crucial in the financial planning industry.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Expertise
As a Senior Financial Planner, it's crucial to demonstrate your deep understanding of financial products and strategies. Be prepared to discuss your experience with pensions, investments, and tax planning in detail, highlighting specific cases where you've successfully managed client portfolios.
✨Emphasise Networking Skills
Since the role involves generating new business, make sure to highlight your networking abilities. Share examples of past networking events you've attended and how they led to new client acquisitions or partnerships. This will show your proactive approach to business development.
✨Understand the Firm's Client Base
Familiarise yourself with the types of clients the firm serves, such as HNW retirees and SME owners. Tailor your responses to reflect an understanding of their unique financial needs and how you can address them effectively.
✨Prepare Questions for the Interviewers
Demonstrate your interest in the role by preparing insightful questions about the firm's growth plans, client management strategies, and expectations for the new position. This shows that you're not only interested in the job but also invested in the firm's future.
