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- Tasks: Manage high-net-worth clients and navigate complex financial cases.
- Company: Prestigious professional services organisation with a market-leading reputation.
- Benefits: Attractive commission structure, equity opportunities, and flexible hybrid working.
- Why this job: Join a growing team and make a real impact in the financial services sector.
- Qualifications: Chartered status and proven experience with high-net-worth clients.
- Other info: Exciting career growth opportunities in a dynamic environment.
The predicted salary is between 43200 - 72000 £ per year.
A prestigious professional services organisation is seeking an experienced Financial Planner to join their growing team in Surrey. The role offers a highly attractive commission structure and equity opportunities within the firm, along with flexible hybrid working arrangements.
The ideal candidate will possess Chartered status and have a proven track record of managing high-net-worth clients, navigating complex financial cases, and developing internal referral relationships.
This is an exciting opportunity to work with a market leader in the financial services sector.
HNW Financial Planner | Hybrid role, Equity & High Earnings employer: Financial Planning Firm
Contact Detail:
Financial Planning Firm Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land HNW Financial Planner | Hybrid role, Equity & High Earnings
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead on that perfect HNW Financial Planner role.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of high-net-worth client management. Be ready to discuss your past experiences and how you've navigated complex financial cases. Confidence is key!
✨Tip Number 3
Don’t forget to showcase your Chartered status! It’s a big deal in this industry, so make sure you highlight it during conversations and interviews. It sets you apart from the competition.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that dream job, and applying directly can give you an edge. Plus, we love seeing familiar faces in our applications!
We think you need these skills to ace HNW Financial Planner | Hybrid role, Equity & High Earnings
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with high-net-worth clients and any Chartered status you hold. We want to see how your background aligns with the role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this hybrid role. Share specific examples of how you've navigated complex financial cases and built strong referral relationships.
Showcase Your Skills: In your application, emphasise your skills in managing high-net-worth portfolios and your ability to work flexibly. We’re looking for someone who can adapt to our dynamic environment, so let us know how you do that!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Financial Planning Firm
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your expertise with numbers. Brush up on key financial metrics and be ready to discuss how you've successfully managed high-net-worth clients in the past. Prepare specific examples that showcase your ability to navigate complex financial cases.
✨Showcase Your Chartered Status
Make sure to highlight your Chartered status during the interview. This is a significant achievement in the financial sector, and it shows your commitment to professionalism and ongoing education. Be prepared to discuss how this qualification has helped you in your previous roles.
✨Build Rapport with the Interviewers
Since developing internal referral relationships is crucial for this role, use the interview as an opportunity to build rapport with your interviewers. Engage them in conversation, ask insightful questions about their experiences, and show genuine interest in the company culture and values.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and decision-making abilities. Think of challenging situations you've faced with clients and how you resolved them. This will demonstrate your capability to handle the complexities of high-net-worth financial planning.
