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- Tasks: Lead client growth and manage an existing client bank in financial planning.
- Company: Established financial planning firm with a strong client focus.
- Benefits: Competitive salary, pension scheme, life insurance, and private medical cover.
- Why this job: Make a real difference in clients' financial futures while advancing your career.
- Qualifications: Chartered Financial Planner status and proven client management skills.
- Other info: Join a supportive team in a dynamic and rewarding environment.
The predicted salary is between 36000 - 60000 £ per year.
Location: Alderley Edge, Cheshire.
Employment Type: Permanent.
Role Overview: A well-established, client-focused financial planning firm is seeking a Senior Chartered Financial Planner to take ownership of an existing client bank. This is a high-responsibility role.
Senior Chartered Financial Planner – Client Growth Leader in Stoke-on-Trent employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Chartered Financial Planner – Client Growth Leader in Stoke-on-Trent
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on your dream job!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their client base and what makes them tick. This way, you can tailor your answers to show how you’d fit right in and contribute to their growth.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience and how it aligns with the role of a Senior Chartered Financial Planner. Keep it concise but impactful – you want to leave a lasting impression!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might just be perfect for you. Plus, applying directly shows your enthusiasm and commitment to joining our team.
We think you need these skills to ace Senior Chartered Financial Planner – Client Growth Leader in Stoke-on-Trent
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Chartered Financial Planner role. Highlight your relevant experience and skills that align with what we’re looking for. A personalised CV shows us you’re genuinely interested!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re the perfect fit for our team. Share specific examples of your achievements and how they relate to the role. Keep it engaging and professional!
Showcase Your Client-Focused Approach: Since we’re all about client satisfaction, make sure to emphasise your client-focused approach in your application. Share stories that demonstrate how you’ve successfully managed client relationships and delivered exceptional service.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s super easy and ensures your application gets to the right place. Plus, you’ll find all the details you need about the role there!
How to prepare for a job interview at Heat Recruitment
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around client management and bespoke services. Familiarise yourself with the company’s values and how they approach client relationships.
✨Showcase Your Experience
Prepare to discuss your previous paraplanning experience in detail. Be ready to share specific examples of how you've successfully managed client portfolios or contributed to client growth in past roles.
✨Ask Insightful Questions
Think of thoughtful questions to ask during the interview. This shows your genuine interest in the role and helps you understand how you can contribute to their client-focused approach.
✨Dress the Part
First impressions matter! Dress professionally to reflect the high standards of a Senior Chartered Financial Planner. It sets the tone for a serious discussion about your potential role in their firm.
