At a Glance
- Tasks: Provide tailored financial planning advice and build long-term client relationships.
- Company: Established independent wealth management firm with a client-focused approach.
- Benefits: Hybrid working, uncapped bonuses, excellent holiday allowance, and private medical insurance.
- Other info: Supportive environment with experienced paraplanning and admin teams.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: Level 6 Chartered or Level 4 Diploma in Regulated Financial Planning preferred.
The predicted salary is between 65000 - 85000 £ per year.
An established and Independent wealth management firm is seeking an experienced and technical Chartered Financial Planner to join its professional advisory team. This is an excellent opportunity to work within a client-focused business that places long-term relationships, high-quality advice, and professional standards at the heart of everything it does.
The successful candidate will work closely with an established team of financial planners, providing holistic financial planning advice tailored to individual circumstances and long-term objectives. There is a unique opportunity here to take on an existing book of clients to work with and build upon, alongside the firm continuing to generate lots of new enquiries through referrals and their brand. The ideal person would work with the clients on offer and look to develop these relationships and this book further over time. There is an experienced paraplanning and admin team to support you with the back office side of things.
Key Duties
- Provide holistic financial planning and regulated advice across pensions, investments, protection and IHT
- Conduct detailed fact-finding, cashflow planning and suitability assessments
- Create and deliver tailored financial plans aligned to client goals and risk profiles
- Maintain long-term client relationships through regular reviews and proactive communication
- Ensure advice meets regulatory standards and internal quality requirements
- Collaborate with paraplanners to produce accurate research and suitability reports
- Stay up to date with legislation, market changes and best practice
About You
- Ideally Level 6 Chartered, or Level 4 Diploma in Regulated Financial Planning and significant progress made towards Chartered Status.
- Proven experience advising clients and managing long-term relationships
- A track record of developing relationships.
- Strong technical knowledge
- Collaborative, ethical and client-focused approach
Benefits
- Hybrid Working
- Uncapped bonus scheme
- Excellent Holiday Allowance
- Life cover
- Private medical insurance
- CII Exam Support
Chartered Financial Planner employer: Grove Talent Solutions
Join a leading independent wealth management firm in Stokenchurch/High Wycombe, where your expertise as a Chartered Financial Planner will be valued in a client-focused environment. Enjoy a supportive work culture with hybrid working options, an uncapped bonus scheme, and excellent holiday allowances, all while having the opportunity to grow your career through ongoing professional development and a dedicated paraplanning team. This is not just a job; it's a chance to build meaningful relationships and make a significant impact on clients' financial futures.
StudySmarter Expert Advice🤫
We think this is how you could land Chartered Financial Planner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have a lead on that perfect Chartered Financial Planner role!
✨Tip Number 2
Prepare for those interviews by practising common questions and scenarios you might face. Think about how you can showcase your experience with client relationships and technical knowledge. We want you to shine when it’s your turn to impress!
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. It shows your enthusiasm for the role and helps build that all-important rapport with potential employers.
✨Tip Number 4
Apply through our website for the best chance at landing that dream job! We’re always looking for talented individuals like you, and applying directly can sometimes give you an edge over other candidates. Let’s get you started on this exciting journey!
We think you need these skills to ace Chartered Financial Planner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Chartered Financial Planner role. Highlight your client relationship management and technical knowledge, as these are key for us.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial planning and how you can contribute to our client-focused approach. Be genuine and let your personality come through.
Showcase Your Achievements:Don’t just list your responsibilities; show us what you've achieved in your previous roles. Whether it's growing a client base or improving client satisfaction, we want to see how you've made an 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!
How to prepare for a job interview at Grove Talent Solutions
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to pensions, investments, and IHT. Be ready to discuss how you've applied this knowledge in past roles, as it shows you're not just book-smart but also practical.
✨Showcase Your Client Relationships
Prepare examples of how you've built and maintained long-term client relationships. Think about specific instances where your proactive communication made a difference, as this aligns perfectly with the firm's client-focused approach.
✨Be Ready for Scenario Questions
Expect questions that ask how you'd handle specific client situations or regulatory challenges. Practise articulating your thought process and decision-making skills, as this will demonstrate your holistic planning capabilities.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s culture, team dynamics, and their approach to client management. This not only shows your interest but also helps you gauge if the firm is the right fit for you.
