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- Tasks: Provide tailored financial advice and build lasting client relationships.
- Company: Join a respected wealth management firm known for quality and collaboration.
- Benefits: Enjoy competitive salary, bonuses, and flexible working options.
- Why this job: Be part of a supportive culture with clear progression opportunities.
- Qualifications: Must have Level 4 Diploma in Financial Planning and client-facing experience.
- Other info: Work hybrid in the North East with full admin support.
The predicted salary is between 36000 - 60000 £ per year.
Location: North East (Hybrid/Flexible Working Available)
Job Type: Full-time
A well-established and highly regarded wealth management firm in the North East is exploring options to bring on an experienced Financial Advisor to support ongoing growth. The firm has a strong client base, a reputation for quality advice, and a collaborative, supportive culture.
Key Responsibilities:
- Deliver tailored financial planning and investment advice to a diverse range of clients
- Build and maintain long-term client relationships, ensuring ongoing trust and value
- Manage your own client bank or engage with quality, pre-qualified leads
- Maintain up-to-date industry knowledge and ensure all advice is compliant
- Work closely with in-house paraplanners and administrators to deliver seamless service
Requirements:
- Level 4 Diploma in Financial Planning (minimum)
- Strong track record in client-facing advisory roles
- Ethical, client-first approach with a commercial mindset
- Ideally working towards or already Chartered (not essential)
- Based in or open to working across the North East region
What’s on Offer:
- Competitive base salary and bonus structure
- Hybrid/flexible working options
- Full admin and paraplanning support
- Clear progression path with a strong leadership team
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Chartered Financial Planner employer: Frey Consulting Group
Contact Detail:
Frey Consulting Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner
✨Tip Number 1
Network with professionals in the wealth management sector, especially those already working as Financial Advisors. Attend industry events or local meetups in the North East to build connections and gain insights into the firm’s culture.
✨Tip Number 2
Research the specific financial planning services offered by the firm. Understanding their unique approach will help you tailor your conversations and demonstrate how your experience aligns with their client-first philosophy.
✨Tip Number 3
Prepare to discuss your track record in client-facing roles during interviews. Be ready to share specific examples of how you've built long-term relationships and delivered value to clients, as this is crucial for the role.
✨Tip Number 4
Stay updated on the latest trends and regulations in financial planning. This knowledge will not only enhance your credibility but also show your commitment to providing compliant and informed advice to clients.
We think you need these skills to ace Chartered Financial Planner
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the key responsibilities and requirements. Tailor your application to highlight how your experience aligns with delivering financial planning and investment advice.
Highlight Relevant Experience: In your CV and cover letter, emphasise your Level 4 Diploma in Financial Planning and any client-facing advisory roles you've held. Showcase your track record in building long-term client relationships and your ethical approach to financial advice.
Showcase Your Skills: Mention your ability to manage a client bank and engage with pre-qualified leads. Discuss your collaboration with paraplanners and administrators to demonstrate your teamwork skills, which are essential for this role.
Personalise Your Application: Address your application to the hiring manager if possible, and express your enthusiasm for the firm's culture and values. Mention your openness to hybrid working and your commitment to maintaining up-to-date industry knowledge.
How to prepare for a job interview at Frey Consulting Group
✨Showcase Your Client Relationship Skills
As a Chartered Financial Planner, your ability to build and maintain long-term client relationships is crucial. Be prepared to share specific examples of how you've successfully managed client relationships in the past, highlighting your ethical approach and commitment to client satisfaction.
✨Demonstrate Industry Knowledge
Stay updated on the latest trends and regulations in financial planning. During the interview, discuss recent developments in the industry and how they might impact clients. This shows that you are proactive and committed to providing compliant and informed advice.
✨Highlight Your Teamwork Experience
The role involves working closely with paraplanners and administrators. Share experiences where you've collaborated effectively with others to deliver seamless service. This will demonstrate your ability to thrive in a supportive, team-oriented culture.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ethical decision-making. Practice articulating your thought process in these situations, as it will showcase your commercial mindset and client-first approach.
