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- Tasks: Provide holistic financial planning advice to high-net-worth clients.
- Company: Join a prestigious blue-chip firm with a strong reputation.
- Benefits: Enjoy a competitive salary, uncapped bonuses, and 25 days holiday.
- Why this job: Grow your career with established clients and full support.
- Qualifications: Must have a full Diploma in financial planning and proven success.
- Other info: Work in a dynamic environment with excellent growth opportunities.
The predicted salary is between 42000 - 68000 £ per year.
Salary & Benefits: £50k - £80k per year, with basic up to £80k, plus package, paraplanning, and quarterly bonuses. All clients provided, no business development or networking required.
About the Client: Our client is one of the most popular and well‑known blue‑chip firms in the country. They are expanding their business model across the UK and provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth.
Position Overview: We are looking for top‑performing, qualified Financial Planners, Financial Advisors / IFA’s / Wealth Managers who want to progress their careers and work with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with full support – clients provided, process and systems, research and paraplanning support all in place.
Benefits: The company offers an excellent package including basic salary, uncapped quarterly bonuses, annual bonuses, full home office set‑up, pension scheme, 25 days holiday (excluding bank holidays) and more.
Requirements:
- The legal right to work in the UK
- A demonstrable, proven track record of consistent success within your current role
- Full Diploma in financial planning
- Evidence of commitment to previous employers
How to Apply: Please send your CV in confidence, quoting Ref: .
Financial Planner in Cheltenham employer: Financial Planning Firm
Contact Detail:
Financial Planning Firm Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Cheltenham
✨Tip Number 1
Get your networking game on! Even though this role doesn’t require business development, knowing the right people can still give you an edge. Attend industry events or join online forums to connect with fellow financial planners and potential employers.
✨Tip Number 2
Showcase your expertise! Prepare a portfolio that highlights your past successes and client testimonials. This will help us see your proven track record and commitment to excellence, making you stand out in interviews.
✨Tip Number 3
Practice makes perfect! Before your interview, run through common questions and scenarios you might face. We recommend doing mock interviews with friends or using online resources to boost your confidence.
✨Tip Number 4
Apply through our website! It’s the easiest way to get your application noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Don’t miss out on this fantastic opportunity!
We think you need these skills to ace Financial Planner in Cheltenham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your qualifications, experience, and any specific achievements that align with what we’re looking for. This shows us you’re serious about the position!
Showcase Your Success: We want to see your proven track record! Include specific examples of your past successes in financial planning. Numbers speak volumes, so if you’ve increased client portfolios or achieved bonuses, let us know!
Keep It Professional Yet Personal: While we appreciate professionalism, don’t be afraid to let your personality shine through. A bit of warmth and authenticity can make your application stand out from the crowd. We’re looking for someone who fits well with our team culture!
Apply Through Our Website: For the best chance of success, apply directly through our website. This ensures your application gets to the right people quickly and efficiently. Plus, it’s super easy to do!
How to prepare for a job interview at Financial Planning Firm
✨Know Your Numbers
As a Financial Planner, it's crucial to be well-versed in financial metrics and market trends. Brush up on key statistics related to the industry and be prepared to discuss how you've used data to drive client success in your previous roles.
✨Showcase Your Client-Centric Approach
Since this role involves working with high-net-worth clients, highlight your experience in providing tailored financial advice. Prepare examples of how you've built strong relationships and delivered exceptional service to clients in the past.
✨Demonstrate Your Commitment
The company values commitment, so be ready to share your career journey and how you've contributed to your previous employers. Discuss any professional development or certifications you've pursued to enhance your skills in financial planning.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare insightful questions about the company's growth plans and how they support their Financial Planners. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
