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- Tasks: Manage high-net-worth clients and deliver expert financial advice.
- Company: Prestigious financial services firm in Surrey with a growing team.
- Benefits: Competitive salary, attractive commission, and flexible hybrid working.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Chartered or near chartered with proven financial advisory experience.
- Other info: Opportunity for career growth in a supportive environment.
The predicted salary is between 43200 - 72000 £ per year.
A prestigious financial services firm in Surrey seeks an experienced Financial Planner to join their growing team. This role involves managing high-net-worth clients, delivering regulated financial advice, and developing internal relationships within the company.
The successful candidate will enjoy a competitive salary and an attractive commission structure, along with flexible hybrid working arrangements.
Candidates should be chartered or near chartered, with a proven track record in financial advisory roles.
Chartered Financial Planner — HNW/UHNW, Hybrid & Equity employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner — HNW/UHNW, Hybrid & Equity
✨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 on that perfect Chartered Financial Planner role.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of high-net-worth client management. Be ready to discuss your past experiences and how they align with the needs of the firm. Confidence is key, so practice makes perfect!
✨Tip Number 3
Showcase your expertise! Create a portfolio or presentation that highlights your achievements in financial planning. This can set you apart from other candidates and give you an edge during interviews.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to submit your application and get noticed by the right people. Plus, it shows you're serious about joining our team!
We think you need these skills to ace Chartered Financial Planner — HNW/UHNW, Hybrid & Equity
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with high-net-worth clients and showcases your financial advisory skills. We want to see how your background aligns with the role, so don’t be shy about emphasising your chartered status or relevant 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. Share specific examples of how you've delivered regulated financial advice and built strong internal relationships in previous roles.
Showcase Your Soft Skills: While technical skills are crucial, we also value soft skills like communication and relationship-building. Make sure to weave these into your application, as they’re key to managing our high-net-worth clients effectively.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around high-net-worth and ultra-high-net-worth clients. Be prepared to discuss specific strategies you've used in the past and how they benefited your clients.
✨Showcase Your Relationships
Since this role involves developing internal relationships, think of examples where you've successfully collaborated with colleagues or other departments. Highlight how these relationships have led to better client outcomes.
✨Understand the Company Culture
Research the firm’s values and culture. Be ready to explain how your personal values align with theirs and how you can contribute to their team dynamic, especially in a hybrid working environment.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills. Prepare examples of challenging situations you've faced in financial planning and how you navigated them to achieve positive results.
