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For Companies At a Glance
- Tasks: Provide top-notch financial advice and build lasting client relationships.
- Company: Renowned wealth management firm with a strong reputation.
- Benefits: Competitive salary, additional incentives, and a supportive team environment.
- Why this job: Join a respected firm and make a real difference in clients' financial lives.
- Qualifications: 3+ years as a Financial Adviser and Level 4 qualification required.
- Other info: Rare opportunity for exceptional candidates with excellent career growth potential.
The predicted salary is between 35000 - 60000 £ per year.
I am working with a well-renowned and highly respected wealth management firm in Shaftesbury that is looking to appoint an experienced Financial Adviser. This is a rare opportunity, as the firm seldom recruits, but they are open to bringing in an exceptional candidate.
Role Overview:
- Provide high-quality, holistic financial advice to an existing client base
- Support ongoing client relationships and deliver an excellent client experience
- Work closely with the wider team to ensure consistent, compliant advice
Requirements:
- Minimum 3 years experience as a Financial Adviser
- Level 4 qualified (DipFA / DipPFS or equivalent)
- Strong communication and relationship-building skills
- Professional, ethical, and client-focused approach
Package:
Salary £35,000 - £60,000 depending on experience. Additional benefits and incentives available for outstanding candidates.
If you would like to discuss this opportunity further, please get in touch.
Financial Planner in Shaftesbury employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Shaftesbury
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Tailor your answers to show how your experience aligns with their values and needs. Remember, they want to see how you fit into their team!
✨Tip Number 3
Practice your pitch! Be ready to explain your qualifications and what makes you an exceptional candidate. Keep it concise but impactful – you want to leave a lasting impression.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find and apply for roles that suit your skills. Plus, it shows you're serious about joining the team!
We think you need these skills to ace Financial Planner in Shaftesbury
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your experience as a Financial Adviser and any relevant qualifications like DipFA or DipPFS. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team in Shaftesbury. Share your passion for providing high-quality financial advice and how you build strong client relationships.
Showcase Your Experience: Don’t just list your previous jobs; tell us about your achievements! Whether it's a successful client relationship or a complex financial plan you executed, we want to know how you've made an impact in your past roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Heat Recruitment
✨Know Your Stuff
Make sure you brush up on your financial knowledge and the specific services the firm offers. Being able to discuss their approach to wealth management and how you can contribute will show that you're genuinely interested in the role.
✨Showcase Your Experience
Prepare to talk about your previous roles as a Financial Adviser. Highlight specific examples where you've provided exceptional client service or built strong relationships. This will demonstrate your capability and fit for the position.
✨Practice Your Communication Skills
Since strong communication is key in this role, practice articulating your thoughts clearly and confidently. Consider doing mock interviews with a friend or using online resources to refine your delivery.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, client base, and expectations for the role. This not only shows your interest but also helps you gauge if the firm aligns with your professional values.
