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- Tasks: Provide holistic financial advice to high-net-worth clients and focus on their needs.
- Company: Leading financial services provider in King's Lynn with a strong reputation.
- Benefits: Generous salary up to £80,000, uncapped bonuses, and comprehensive support.
- Why this job: Join a dynamic team and make a real difference in clients' financial lives.
- Qualifications: Diploma in financial planning and proven experience in financial services.
- Other info: No need to bring existing clients; focus solely on delivering exceptional service.
The predicted salary is between 48000 - 80000 £ per year.
A leading financial services provider in King's Lynn is seeking an experienced Financial Planner to offer holistic advice to high-net-worth clients. This role provides a generous starting salary up to £80,000, with uncapped quarterly bonuses.
The ideal candidate should hold a diploma in financial planning and demonstrate a proven track record in financial services. Enjoy comprehensive support from day one without the need to bring existing clients, ensuring a focus on client needs and service delivery.
Financial Planner: High Earnings with Paraplanning Support in King's Lynn employer: Financial Planning Firm
Contact Detail:
Financial Planning Firm Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner: High Earnings with Paraplanning Support in King's Lynn
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry 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 responses 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 financial planning philosophy and how you can add value to their team. Confidence is key, so rehearse until it feels natural.
✨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, increasing your chances of landing that dream role as a Financial Planner.
We think you need these skills to ace Financial Planner: High Earnings with Paraplanning Support in King's Lynn
Some tips for your application 🫡
Show Off Your Experience: When you're writing your application, make sure to highlight your experience in financial services. We want to see your proven track record, so don’t hold back on those achievements!
Tailor Your Application: Make your application stand out by tailoring it to the role. Use keywords from the job description and show us how your skills align with what we’re looking for in a Financial Planner.
Be Clear and Concise: Keep your application clear and to the point. We appreciate well-structured applications that are easy to read, so avoid jargon and get straight to the good stuff!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity with us.
How to prepare for a job interview at Financial Planning Firm
✨Know Your Numbers
As a Financial Planner, you’ll need to be comfortable discussing financial metrics and performance. Brush up on key financial concepts and be ready to discuss how you've used them in your previous roles. This will show your expertise and confidence.
✨Showcase Your Client-Centric Approach
Since the role focuses on high-net-worth clients, prepare examples that highlight your ability to understand and meet client needs. Think about specific situations where you provided tailored advice or went above and beyond for a client.
✨Understand the Company’s Values
Research the financial services provider thoroughly. Understand their mission, values, and the type of clients they serve. This knowledge will help you align your answers with what they’re looking for and demonstrate your genuine interest in the company.
✨Prepare Questions to Ask
Interviews are a two-way street! Prepare insightful questions about the company culture, team dynamics, and how they support their Financial Planners. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
