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- Tasks: Build and manage a financial planning client base while presenting to large groups.
- Company: Dynamic financial consulting firm in Greater London with a focus on client growth.
- Benefits: Full-time employment with ongoing development and support.
- Why this job: Join a collaborative team and make a real impact in clients' financial journeys.
- Qualifications: Background as a regulated financial adviser with excellent communication skills.
The predicted salary is between 36000 - 60000 £ per year.
A financial consulting firm in Greater London is seeking a motivated Financial Planner to build and manage a financial planning client base. You will work collaboratively in a professional environment, presenting to large groups and establishing strong relationships.
The ideal candidate will possess:
- A background as a regulated financial adviser
- Excellent communication skills
- A focus on client service
This role offers full-time employment and the opportunity for ongoing development and support.
Senior Financial Planner — Workplace & Client Growth in London employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planner — Workplace & Client Growth in London
✨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 skills in interviews! Prepare to discuss your experience as a regulated financial adviser and how you've successfully managed client relationships. Use real examples to demonstrate your expertise.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a thank-you email to express your appreciation and reiterate your interest in the role. It keeps you on their radar and shows your enthusiasm.
✨Tip Number 4
Apply through our website! We make it easy for you to showcase your skills and experience directly to us. Plus, it shows you're genuinely interested in joining our team at StudySmarter.
We think you need these skills to ace Senior Financial Planner — Workplace & Client Growth in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Senior Financial Planner role. Highlight your background as a regulated financial adviser and any relevant achievements in client service.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your communication skills and explain why you’re passionate about building and managing a financial planning client base. Be genuine and let your personality come through.
Showcase Your Collaborative Spirit: Since this role involves working collaboratively, mention any past experiences where you successfully worked in a team. We want to see how you can contribute to our professional environment and build strong relationships.
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 during the process!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Numbers
As a Senior Financial Planner, you'll need to demonstrate your financial acumen. Brush up on key financial metrics and be ready to discuss how you've used them in past roles. This shows you’re not just about theory but can apply your knowledge practically.
✨Showcase Your Communication Skills
Since the role involves presenting to large groups, practice articulating complex financial concepts in simple terms. Consider doing mock presentations with friends or family to build confidence and receive feedback on your delivery.
✨Build Rapport Quickly
Establishing strong relationships is crucial in this role. During the interview, focus on building rapport with your interviewers. Use active listening techniques and engage with their questions to show that you value their input and are genuinely interested in the conversation.
✨Highlight Client-Centric Experiences
Prepare examples from your previous roles where you prioritised client service. Discuss specific situations where you went above and beyond for clients, as this will resonate well with the firm’s focus on client satisfaction and relationship building.
