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- Tasks: Provide tailored financial advice and build strong client relationships.
- Company: Dynamic financial services company with a focus on growth.
- Benefits: Competitive salary, flexible benefits, and hybrid working model.
- Why this job: Join a growing team and make a real difference in clients' financial lives.
- Qualifications: RQF Level 4 qualifications and experience managing a client book.
- Other info: Flexible working environment that prioritises employee wellbeing.
The predicted salary is between 36000 - 60000 £ per year.
A financial services company in the UK is seeking an experienced Financial Planner to join its expanding team. The role focuses on providing tailored financial advice and establishing robust client relationships.
Ideal candidates will have RQF Level 4 qualifications, experience in managing a client book, and strong communication skills.
This position offers a hybrid working model, competitive salary, and a flexible benefits package to enhance employee wellbeing.
Chartered Financial Planner | Hybrid Wealth Guidance employer: Hymans Robertson
Contact Detail:
Hymans Robertson Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner | Hybrid Wealth Guidance
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector 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 those interviews! Research the company and its values, and think about how your experience aligns with their needs. Practise common interview questions so you can showcase your skills confidently.
✨Tip Number 3
Showcase your client management skills! Be ready to discuss specific examples of how you've built and maintained strong client relationships in the past. This will demonstrate your ability to thrive in a role focused on tailored financial advice.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find the right fit for your skills and experience. Plus, it shows you're genuinely interested in joining our team!
We think you need these skills to ace Chartered Financial Planner | Hybrid Wealth Guidance
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your RQF Level 4 qualifications and any relevant experience managing a client book. We want to see how your skills align with the role, so don’t hold back on showcasing your achievements!
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 and how your strong communication skills can help us build robust client relationships. Keep it personal and engaging!
Showcase Your Experience: When detailing your experience, focus on specific examples that demonstrate your ability to provide tailored financial advice. We love seeing real-life scenarios where you’ve made a difference for clients!
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’re considered for this exciting opportunity. Plus, it’s super easy!
How to prepare for a job interview at Hymans Robertson
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around the latest regulations and market trends. Being able to discuss these confidently will show that you're not just qualified but also passionate about the industry.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Think about specific challenges you faced and how you overcame them, as this will demonstrate your ability to build trust and rapport with clients.
✨Communicate Clearly
Since strong communication skills are key for this role, practice explaining complex financial concepts in simple terms. This will help you stand out as someone who can make financial advice accessible to clients.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the company and the role. Inquire about their approach to client relationships or how they support their planners in professional development. This shows you're genuinely interested in being part of their team.
