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- Tasks: Deliver independent financial planning and manage high-net-worth client portfolios.
- Company: Leading financial services firm in the heart of London.
- Benefits: Competitive salary, revenue sharing, and hybrid working options.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: CII Chartered status and strong business development skills.
- Other info: Great opportunities for career progression in a supportive environment.
The predicted salary is between 60000 - 95000 £ per year.
A leading financial services company based in City of London is seeking a Chartered Financial Planner. The successful candidate will deliver independent financial planning and manage a portfolio of high-net-worth clients.
This role offers a competitive salary ranging from £60,000 to £95,000, with additional revenue sharing options of 30% to 40%.
Candidates should possess CII Chartered status and demonstrate strong business development skills. The firm promotes a hybrid working environment with opportunities for career progression.
Chartered Financial Planner — HNW Wealth & Hybrid Role in London employer: Financial Planning Firm
Contact Detail:
Financial Planning Firm Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner — HNW Wealth & Hybrid Role in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who work with high-net-worth clients. A personal introduction can make all the difference in landing that Chartered Financial Planner role.
✨Tip Number 2
Showcase your expertise! Prepare a portfolio that highlights your previous successes in financial planning and business development. This will help you stand out when discussing your experience with potential employers.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers and boost your confidence. Focus on how you can add value to high-net-worth clients and demonstrate your CII Chartered status.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your skills and experience. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Chartered Financial Planner — HNW Wealth & Hybrid Role in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight your CII Chartered status and relevant experience in financial planning. We want to see how your skills align with the needs of high-net-worth clients, so don’t hold back!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your business development skills and explain why you’re the perfect fit for our hybrid role. Let us know what excites you about working with us.
Showcase Your Achievements: When detailing your experience, focus on specific achievements that demonstrate your ability to manage a portfolio effectively. Numbers speak volumes, so include any relevant metrics or success stories that highlight your impact.
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. We can’t wait to hear from you!
How to prepare for a job interview at Financial Planning Firm
✨Know Your Stuff
Make sure you’re well-versed in financial planning principles and the specifics of high-net-worth client management. Brush up on your CII Chartered status and be ready to discuss how it applies to the role.
✨Showcase Your Business Development Skills
Prepare examples of how you've successfully developed business in the past. Think about specific strategies you’ve used to attract and retain high-net-worth clients, as this will be crucial for the role.
✨Understand the Hybrid Model
Since the company promotes a hybrid working environment, be ready to discuss how you can effectively manage client relationships both remotely and in-person. Highlight any previous experience you have with flexible working arrangements.
✨Ask Insightful Questions
Prepare thoughtful questions that show your interest in the firm’s culture and growth opportunities. Inquire about their approach to client management and how they support career progression for their employees.
