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- Tasks: Provide holistic financial advice to high net worth clients and manage client portfolios.
- Company: Leading financial advisory firm in the UK with a strong reputation.
- Benefits: Competitive salary, uncapped bonuses, home office set-up, and pension scheme.
- Why this job: Join a dynamic team and make a real difference in clients' financial lives.
- Qualifications: Full Diploma in financial planning and proven success in the field.
- Other info: Ideal for those seeking growth in a supportive and rewarding environment.
The predicted salary is between 50000 - 80000 £ per year.
A leading financial advisory firm in the UK seeks qualified Financial Planners to provide holistic advice to high net worth clients. This role offers a competitive salary between £50k and £80k, with additional benefits like uncapped bonuses, a full home office set-up, and a pension scheme.
Ideal candidates will possess a Full Diploma in financial planning and a proven track record of success. Applicants must have the legal right to work in the UK and demonstrate commitment to previous employers.
Senior Financial Planner – Client Book & Paraplanning in Cheltenham employer: Financial Planning Firm
Contact Detail:
Financial Planning Firm Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planner – Client Book & Paraplanning in Cheltenham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Tailor your answers to show how your experience aligns with their mission, especially when it comes to providing holistic advice to high net worth clients.
✨Tip Number 3
Practice your pitch! Be ready to explain your track record of success in financial planning clearly and confidently. Highlight specific achievements that demonstrate your ability to deliver results.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to showcase your skills and experience directly to us. Plus, it shows you're serious about joining our team!
We think you need these skills to ace Senior Financial Planner – Client Book & Paraplanning in Cheltenham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Financial Planner role. Highlight your qualifications, especially your Full Diploma in financial planning, and showcase your experience with high net worth clients. We want to see how you’ve made a difference in previous roles!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how your skills align with our firm’s values. Don’t forget to mention your commitment to previous employers – we love to see loyalty!
Showcase Your Achievements: When detailing your experience, focus on your achievements rather than just responsibilities. Use numbers and examples to illustrate your success in providing holistic advice and achieving client satisfaction. We’re all about results here at StudySmarter!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Financial Planning Firm
✨Know Your Numbers
As a Senior Financial Planner, you’ll need to demonstrate your expertise in financial metrics. Brush up on key financial concepts and be ready to discuss how you've successfully managed client portfolios in the past. Use specific examples to showcase your skills.
✨Showcase Your Client-Centric Approach
This role is all about providing holistic advice to high net worth clients. Prepare to discuss how you tailor your financial strategies to meet individual client needs. Think of a few case studies where your personalised approach made a significant impact.
✨Demonstrate Your Commitment
The firm values commitment to previous employers, so be prepared to talk about your career journey. Highlight your long-term roles and what you learned from each position. This shows that you’re not just looking for a job, but a place to grow.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm's culture, their approach to client relationships, and how they support their planners. This not only shows your interest but also helps you gauge if it’s the right fit for you.
