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- Tasks: Join a dynamic team as a Chartered Financial Planner, focusing on client relationships and business growth.
- Company: Work with a top-tier Wealth Planning business that values innovation and flexibility.
- Benefits: Enjoy agile working policies, full support from Paraplanners, and a collaborative environment.
- Why this job: Be part of a culture that prioritises inclusion and empowers you to thrive professionally.
- Qualifications: Seeking entrepreneurial planners with a passion for client acquisition and relationship management.
- Other info: Opportunity for mentoring and professional growth within a supportive team.
The predicted salary is between 43200 - 72000 £ per year.
We are working with a top tier Wealth Planning business, who provide an ultra-modern workplace to support virtual and face-to-face communications and offer agile and flexible working policies to allow our advisers and employees to find their own work life balance. They offer full Paraplanners, PA and administrators support, who all work together to deliver an outstanding service to one another and clients.
They offer a great home for advisers who feel held back by a staid work environment, static proposition, inflexible charging structure, lack of infrastructure or limited collaboration.
They are keen for a quality adviser who shares the company\’s values to join our team, and believe advisers should focus on relationship management and new Client acquisition. The support ecosystem is designed to support this outcome.
The business is looking for an entrepreneurial Planner who can bring both revenue and ideas for growth to the business. The successful candidate will be offered a small client bank initially but will be expected to seek new business opportunities. They also have professional introducer agreements in place and will always offer central support with the creation of new relationships.
The role will work closely with the Head of Financial Planning and will involve some mentoring and developing of the existing Planner team.
For more information, please apply for the role.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
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Chartered Financial Planner employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner
✨Tip Number 1
Network with professionals in the wealth planning industry. Attend relevant events or webinars where you can meet potential colleagues and clients. Building relationships now can help you stand out when applying for the Chartered Financial Planner position.
✨Tip Number 2
Research the company’s values and culture thoroughly. Understanding their focus on relationship management and client acquisition will allow you to tailor your approach during interviews, demonstrating that you align with their mission and can contribute to their growth.
✨Tip Number 3
Prepare to discuss your entrepreneurial ideas for growth. Since the role requires bringing in new business opportunities, think of innovative strategies you could implement and be ready to share these during your conversations with the hiring team.
✨Tip Number 4
Familiarise yourself with the support ecosystem they offer. Knowing how the Paraplanners, PA, and administrators work together can help you articulate how you would leverage this support to enhance your client service and drive your success in the role.
We think you need these skills to ace Chartered Financial Planner
Some tips for your application 🫡
Understand the Company Culture: Familiarise yourself with the values and mission of the Wealth Planning business. Highlight how your personal values align with their commitment to diversity, equity, and inclusion in your application.
Tailor Your CV: Make sure your CV reflects your entrepreneurial spirit and experience in relationship management and client acquisition. Use specific examples that demonstrate your ability to generate revenue and contribute ideas for growth.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss your approach to financial planning and how you can leverage the support ecosystem they offer to enhance client relationships.
Showcase Your Mentoring Skills: Since the role involves mentoring, include any relevant experience you have in developing others. Mention how you can contribute to the existing Planner team and foster a collaborative environment.
How to prepare for a job interview at IDEX Consulting
✨Understand the Company Culture
Before your interview, take some time to research the company's values and culture. Since they emphasise an inclusion-first environment, be prepared to discuss how you can contribute to this culture and align with their mission.
✨Showcase Your Entrepreneurial Spirit
As they are looking for an entrepreneurial Planner, come ready to share examples of how you've generated new business opportunities in the past. Highlight any innovative ideas you've implemented that led to growth.
✨Prepare for Relationship Management Questions
Since the role focuses on relationship management and client acquisition, expect questions about your approach to building and maintaining client relationships. Be ready to provide specific examples of successful client interactions.
✨Discuss Collaboration and Support
The company values collaboration among advisers and support staff. Be prepared to talk about your experience working in a team environment and how you can leverage support systems to enhance client service.
