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- Tasks: Provide expert financial planning and build strong client relationships.
- Company: National Wealth Management firm in vibrant Leeds city centre.
- Benefits: Robust support, full paraplanning, and admin assistance to help you thrive.
- Why this job: Enhance your career in a collaborative environment with growth opportunities.
- Qualifications: Strong knowledge of financial planning and proactive relationship-building skills.
The predicted salary is between 28800 - 48000 £ per year.
A national Wealth Management business is seeking an experienced Financial Planner to join their team in the modern Leeds city centre. The successful candidate will have a strong knowledge of Financial Planning and complex advice areas. They will need to demonstrate proactive skills to build and maintain client relationships. The firm provides robust support to help you thrive, including full paraplanning and admin assistance. This is an excellent opportunity for professionals looking to enhance their career in a collaborative environment.
Financial Planner – HNW Wealth & AUM Growth, Leeds employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner – HNW Wealth & AUM Growth, Leeds
✨Tip Number 1
Network like a pro! Attend industry events and connect with fellow financial planners. Building relationships can lead to referrals and job opportunities that aren't even advertised.
✨Tip Number 2
Show off your expertise! Create a personal brand on LinkedIn by sharing insights about financial planning and complex advice areas. This will help you stand out to potential employers looking for someone with your skills.
✨Tip Number 3
Practice your pitch! Be ready to explain how your proactive skills have helped clients in the past. This will demonstrate your ability to build and maintain client relationships, which is key for the role.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to support you in your job search, and applying directly can give you an edge over other candidates.
We think you need these skills to ace Financial Planner – HNW Wealth & AUM Growth, Leeds
Some tips for your application 🫡
Show Off Your Financial Knowledge: Make sure to highlight your expertise in Financial Planning and complex advice areas. We want to see how your skills can contribute to our team, so don’t hold back on showcasing your experience!
Demonstrate Your Proactive Approach: In your application, give examples of how you've built and maintained client relationships in the past. We love candidates who take initiative, so let us know how you’ve gone above and beyond for your clients.
Tailor Your Application: Take a moment to customise your application for this role. Mention why you’re excited about joining our Wealth Management business in Leeds and how you align with our collaborative environment.
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial planning and complex advice areas. Be ready to discuss specific strategies you've used in the past and how they benefited your clients. This will show that you’re not just knowledgeable but also practical.
✨Showcase Your Relationship-Building Skills
Since this role involves maintaining client relationships, prepare examples of how you've successfully built rapport with clients in previous roles. Think about specific situations where your proactive approach made a difference.
✨Understand the Company Culture
Research the company’s values and culture before the interview. Knowing how they operate and what they value can help you tailor your answers to align with their expectations, showing that you’re a great fit for their collaborative environment.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of the interview. This could be about their support systems for financial planners or how they measure success in client relationships. It shows your genuine interest in the role and helps you assess if it’s the right fit for you.
