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- Tasks: Manage financial planning for high-net-worth clients in the medical sector.
- Company: Prestigious national firm in the UK with a focus on excellence.
- Benefits: Attractive commission structure, potential equity, and wellness programs.
- Why this job: Join a dynamic team and make a real difference for HNW/UHNW clients.
- Qualifications: Proven track record in delivering regulated financial advice.
- Other info: Flexible hybrid working arrangements and exceptional career growth opportunities.
The predicted salary is between 43200 - 72000 £ per year.
A prestigious national firm in the UK is seeking an experienced Financial Planner. This role focuses on managing high-net-worth and ultra-high-net-worth clients in the medical sector, offering a highly attractive commission structure and potential equity within the firm.
Candidates are sought with a proven track record in delivering regulated financial advice. Flexible hybrid working arrangements and wellness programs are offered, providing an exceptional working environment.
Medical Financial Planner for HNW/UHNW Clients | Hybrid employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Medical Financial Planner for HNW/UHNW Clients | Hybrid
✨Tip Number 1
Network like a pro! Reach out to your connections in the medical and financial sectors. Attend industry events or webinars to meet potential employers and showcase your expertise in managing HNW/UHNW clients.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of the medical sector and current financial regulations. We want you to demonstrate your ability to deliver regulated financial advice confidently, so practice common interview questions related to this.
✨Tip Number 3
Showcase your success stories! When discussing your experience, highlight specific examples where you've successfully managed HNW/UHNW clients. This will help you stand out and prove that you're the right fit for the role.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find and apply for roles that match your skills. Plus, it shows you're serious about joining our prestigious firm and ready to take on the challenge.
We think you need these skills to ace Medical Financial Planner for HNW/UHNW Clients | Hybrid
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning, especially with HNW/UHNW clients. We want to see how your skills align with the medical sector and the specific needs of our clients.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning for high-net-worth individuals and how you can contribute to our team at StudySmarter.
Showcase Your Achievements: Don’t just list your responsibilities; highlight your achievements in previous roles. We love to see quantifiable results that demonstrate your ability to deliver regulated financial advice effectively.
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 with flexible working arrangements!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Numbers
Make sure you brush up on your financial knowledge, especially regarding high-net-worth and ultra-high-net-worth clients. Be prepared to discuss specific financial strategies and products that are relevant to the medical sector, as this will show your expertise and understanding of the role.
✨Showcase Your Track Record
Have concrete examples ready that demonstrate your success in delivering regulated financial advice. Use metrics or case studies to illustrate how you've helped clients achieve their financial goals, particularly in the medical field, as this will resonate with the firm's focus.
✨Emphasise Flexibility and Wellness
Since the firm offers flexible hybrid working arrangements and wellness programs, be sure to express your appreciation for these aspects. Discuss how you balance work and personal life, and how you prioritise wellness, as this aligns with the company culture they’re promoting.
✨Prepare Questions
Come equipped with thoughtful questions about the firm’s approach to client management and their vision for the future. This not only shows your interest in the role but also helps you gauge if the firm is the right fit for you, especially in terms of their commission structure and equity opportunities.
