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- Tasks: Advise clients and build relationships with a supportive team.
- Company: Independent financial planning firm focused on client-first growth.
- Benefits: Clear bonus structure, hybrid working options, and autonomy.
- Other info: Opportunity for personal growth in a dynamic and supportive environment.
- Why this job: Enjoy independence while making a real difference in clients' financial lives.
- Qualifications: Expertise in financial planning and strong relationship-building skills.
The predicted salary is between 60000 - 80000 £ per year.
An independent financial planning firm is seeking a Director for its North Leicester office. The role involves advising clients and developing relationships with the support of a dedicated team. Candidates should enjoy autonomy and possess expertise in financial planning. The firm offers a clear bonus structure tied to new business and ongoing service, with a potential for hybrid working arrangements.
Independent Wealth Planner — Client-First Growth & Autonomy in Leicester employer: Fram Search
Contact Detail:
Fram Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Wealth Planner — Client-First Growth & Autonomy in Leicester
✨Tip Number 1
Network like a pro! Get out there and connect with other financial planners and potential clients. Attend industry events, join online forums, and don’t be shy about reaching out on LinkedIn. The more people you know, the better your chances of landing that dream role.
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers or clients, make sure to highlight your knowledge in financial planning. Share insights, trends, and your unique approach to client relationships. This will set you apart from the competition.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After meeting someone or having an interview, drop them a quick email to thank them for their time and reiterate your interest. It shows you’re keen and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to showcase your skills and experience. Plus, it gives us a chance to see your application in the best light. Don’t miss out on the opportunity to join our team!
We think you need these skills to ace Independent Wealth Planner — Client-First Growth & Autonomy in Leicester
Some tips for your application 🫡
Show Your Expertise: When writing your application, make sure to highlight your financial planning expertise. We want to see how your skills can benefit our clients and contribute to the growth of our firm.
Personal Touch: Don’t just list your qualifications; tell us your story! We love getting to know candidates who can connect with clients on a personal level. Share experiences that showcase your relationship-building skills.
Tailor Your Application: Make your application stand out by tailoring it to our firm’s values and the role. We appreciate candidates who take the time to understand what we’re about and how they fit into our vision.
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 any important updates from our team!
How to prepare for a job interview at Fram Search
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge. Be ready to discuss various strategies and how they can benefit clients. This shows that you’re not just knowledgeable but also passionate about helping clients grow their wealth.
✨Showcase Your Relationship-Building Skills
Since the role involves developing relationships, think of examples from your past where you've successfully built rapport with clients. Share stories that highlight your ability to connect and understand client needs, as this is crucial for success in the role.
✨Emphasise Your Autonomy
The firm values autonomy, so be prepared to discuss how you’ve thrived in independent roles before. Talk about times when you took initiative and made decisions that positively impacted your clients or team.
✨Ask About the Bonus Structure
Don’t shy away from discussing the bonus structure during the interview. It shows you’re interested in how your performance will be rewarded and that you’re motivated to bring in new business while providing excellent ongoing service.