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For Companies At a Glance
- Tasks: Join our team as a Financial Planner, advising clients and driving business growth.
- Company: Be part of a dynamic financial services team with a strong reputation.
- Benefits: Enjoy a competitive salary, bonuses, and a car allowance.
- Why this job: This is a unique chance to shape your career while making a real impact.
- Qualifications: Experience in financial planning is essential; bring your passion for helping others.
- Other info: Work alongside exceptional professionals in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
We are looking for a senior planner to take over a retiring adviser's clients and to help grow the business. This is a truly exciting opportunity to help develop this business and work within this excellent financial services team.
Responsibilities include:
- Providing financial planning advice to a wide range of clients.
- Assisting in the development and achievement of annual business targets and financial budgets.
- Identifying and establishing contact with allocated client bank and prospective clients.
- Gathering and analysing information required to provide financial planning advice.
- Completing all administration in a timely and accurate manner with the help and support of an exceptional back office team.
- Maintaining performance standards.
An exciting time to be joining this practice and work with exceptional financial services professionals. There is an excellent salary, bonus and car allowance.
Financial Planner employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network with current financial planners and professionals in the industry. Attend relevant events or webinars to connect with potential colleagues and clients, as personal recommendations can significantly boost your chances of landing the job.
✨Tip Number 2
Familiarise yourself with the specific financial planning tools and software that the company uses. Demonstrating your knowledge of these tools during interviews can set you apart from other candidates.
✨Tip Number 3
Prepare to discuss your experience in managing client relationships and achieving business targets. Be ready to share specific examples of how you've successfully grown a client base or improved financial outcomes for clients.
✨Tip Number 4
Research the company's values and recent achievements. Tailoring your conversation to align with their goals and demonstrating your enthusiasm for contributing to their success can make a lasting impression.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning. Focus on your achievements in previous roles, especially those related to client management and business growth.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to take over and grow a client base. Mention specific skills that align with the job description, such as analytical abilities and client relationship management.
Showcase Your Achievements: In your application, include quantifiable achievements that demonstrate your success in meeting business targets and managing client portfolios. This could be in the form of increased revenue or successful client retention rates.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at IDEX Consulting Ltd
✨Showcase Your Financial Expertise
Be prepared to discuss your experience in financial planning. Highlight specific cases where you've successfully advised clients, and demonstrate your understanding of various financial products and strategies.
✨Understand the Business Goals
Research the company’s business targets and financial goals. Be ready to discuss how you can contribute to achieving these objectives and how your skills align with their vision for growth.
✨Client Relationship Management
Emphasise your ability to build and maintain strong client relationships. Share examples of how you've established trust and rapport with clients, as this is crucial for taking over a retiring adviser’s clients.
✨Demonstrate Analytical Skills
Prepare to discuss your approach to gathering and analysing financial information. Provide examples of how your analytical skills have led to successful financial planning outcomes for clients.
