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- Tasks: Manage a portfolio of high-net-worth clients and provide exceptional financial planning services.
- Company: Prestigious financial advisory firm in the West of England.
- Benefits: Competitive salary, up to 30 days annual leave, and 6% employer pension contribution.
- Why this job: Join a collaborative team and unlock great earning potential while helping clients achieve their financial goals.
- Qualifications: Experience in financial planning and excellent client service skills.
The predicted salary is between 43200 - 72000 £ per year.
A prestigious financial advisory firm in the West of England is seeking an experienced Senior Financial Planner to manage a well-established client bank. This hybrid role offers a competitive salary and excellent benefits, including up to 30 days of annual leave and a 6% employer pension contribution.
Ideal candidates will showcase exceptional client service skills and a proven track record of working with high-net-worth individuals. This opportunity promises a collaborative environment with great earning potential.
Senior Financial Planner for HNW Clients — Hybrid in West Bromwich 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 for HNW Clients — Hybrid in West Bromwich
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for opportunities. You never know who might have a lead on that perfect Senior Financial Planner role.
✨Tip Number 2
Prepare for those interviews by brushing up on your client service skills. Think of examples where you've gone above and beyond for high-net-worth clients. We want you to shine when discussing your experience!
✨Tip Number 3
Don’t forget to research the firm thoroughly! Knowing their values and recent achievements can help you tailor your conversation and show them you’re genuinely interested in being part of their team.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Senior Financial Planner for HNW Clients — Hybrid in West Bromwich
Some tips for your application 🫡
Showcase Your Experience: When applying, make sure to highlight your experience with high-net-worth clients. We want to see how you've successfully managed client relationships and delivered exceptional service in your previous roles.
Tailor Your CV: Don’t just send a generic CV! Tailor it to reflect the skills and experiences that align with the Senior Financial Planner role. We love seeing candidates who take the time to connect their background with what we’re looking for.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial planning and how you can contribute to our team. We appreciate a personal touch that shows your enthusiasm for the role.
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 Numbers
As a Senior Financial Planner, you’ll need to demonstrate your expertise in financial metrics and planning strategies. Brush up on key financial concepts and be ready to discuss how you've successfully managed portfolios for high-net-worth clients in the past.
✨Showcase Client Service Skills
Exceptional client service is crucial in this role. Prepare examples of how you've gone above and beyond for clients, particularly HNW individuals. Think about specific situations where your service made a significant impact on client satisfaction and retention.
✨Understand the Firm's Values
Research the firm’s mission and values before the interview. Be prepared to explain how your personal values align with theirs and how you can contribute to their collaborative environment. This shows that you’re not just looking for any job, but that you genuinely want to be part of their team.
✨Prepare Thoughtful Questions
Interviews are a two-way street. Prepare insightful questions about the firm's approach to financial planning for HNW clients, their growth strategy, and how they support their planners. This not only shows your interest but also helps you gauge if the firm is the right fit for you.
