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- Tasks: Provide clear financial advice and build long-term client relationships.
- Company: A growing financial advisory firm with a focus on client success.
- Benefits: Competitive salary of £36,000 with potential earnings over £100,000.
- Why this job: Join a dynamic team and make a real difference in clients' financial lives.
- Qualifications: Level 4 Diploma and strong financial planning knowledge required.
- Other info: Enjoy strong administrative support and excellent career growth opportunities.
The predicted salary is between 36000 - 60000 £ per year.
A growing financial advisory firm seeks an experienced Lifestyle Financial Planner to provide clear financial advice and build long-term relationships with clients. This hybrid role in Preston offers a competitive salary of £36,000 with potential first-year earnings exceeding £100,000, backed by strong administrative support.
Ideal candidates will:
- Hold a Level 4 Diploma
- Possess significant financial planning knowledge
- Excel in client communication
Hybrid Financial Planner – High Earnings, Client Focus in Preston employer: Fox Lifestyle Financial Planning
Contact Detail:
Fox Lifestyle Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Financial Planner – High Earnings, Client Focus in Preston
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning world. Attend industry events, join online forums, and don’t be shy about reaching out to potential clients or colleagues on LinkedIn.
✨Tip Number 2
Showcase your expertise! Prepare a portfolio that highlights your financial planning successes and client testimonials. This will help you stand out when meeting potential clients or employers.
✨Tip Number 3
Practice your pitch! Whether it’s a casual chat or a formal interview, being able to clearly communicate your value as a Lifestyle Financial Planner is key. Keep it concise and focus on how you can help clients achieve their financial goals.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that dream job. Plus, applying directly shows your enthusiasm and commitment to joining our team.
We think you need these skills to ace Hybrid Financial Planner – High Earnings, Client Focus in Preston
Some tips for your application 🫡
Show Off Your Qualifications: Make sure to highlight your Level 4 Diploma and any relevant financial planning experience. We want to see how your background aligns with the role, so don’t hold back!
Tailor Your Application: Take a moment to customise your application for this specific role. Mention how your skills can help us build long-term relationships with clients, as that’s what we’re all about!
Be Clear and Concise: When writing your application, keep it straightforward and to the point. We appreciate clarity, especially when it comes to financial advice, so make sure your communication shines through.
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 details!
How to prepare for a job interview at Fox Lifestyle Financial Planning
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge. Be ready to discuss your Level 4 Diploma and how it applies to real-world scenarios. The firm will want to see that you can translate complex financial concepts into clear advice for clients.
✨Showcase Your Client Communication Skills
Prepare examples of how you've successfully built long-term relationships with clients in the past. Think about specific situations where your communication made a difference. This role is all about client focus, so demonstrating your interpersonal skills is key.
✨Understand the Company Culture
Research the financial advisory firm and understand their values and mission. Tailor your responses to show how you align with their approach to client service. This will help you stand out as someone who fits well within their team.
✨Prepare Questions to Ask
Have a few thoughtful questions ready to ask at the end of the interview. This shows your genuine interest in the role and the company. You might ask about their approach to client management or how they support their planners in achieving high earnings.
