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For Companies At a Glance
- Tasks: Manage client relationships and drive new business opportunities in a supportive team.
- Company: Top-tier Wealth Planning firm in Greater London with a focus on growth.
- Benefits: Flexible work environment, mentoring opportunities, and initial client bank provided.
- Why this job: Join a dynamic team and make a real impact in wealth planning.
- Qualifications: Entrepreneurial mindset and strong relationship management skills.
- Other info: Inclusive culture with excellent career development prospects.
The predicted salary is between 43200 - 72000 £ per year.
A top tier Wealth Planning firm in Greater London is seeking an entrepreneurial Planner to join their team. The successful candidate will focus on relationship management and client acquisition, with the support of a dedicated team and structure designed for growth. Initial client bank provided, but new business opportunities must be pursued. The role includes mentoring existing Planners and working closely with the Head of Financial Planning, all within a flexible and inclusive work environment.
Chartered Financial Planner | Growth & Relationships Lead employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner | Growth & Relationships Lead
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant groups. Building relationships can lead to referrals and opportunities that aren't advertised.
✨Tip Number 2
Showcase your entrepreneurial spirit! When you get the chance to chat with potential employers, highlight your past successes in client acquisition and relationship management. They want to see how you can bring value to their team.
✨Tip Number 3
Don’t shy away from following up! After interviews or networking events, drop a quick thank-you email. It keeps you on their radar and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to showcase your skills and experience. Plus, it helps us keep track of your application better!
We think you need these skills to ace Chartered Financial Planner | Growth & Relationships Lead
Some tips for your application 🫡
Show Your Entrepreneurial Spirit: When writing your application, let your entrepreneurial side shine through! Share examples of how you've successfully managed relationships or acquired clients in the past. We want to see your passion for growth and how you can contribute to our team.
Tailor Your Application: Make sure to customise your application to fit the role of Growth & Relationships Lead. Highlight your experience in wealth planning and any mentoring roles you've had. This will show us that you understand what we're looking for and that you're a perfect fit!
Be Authentic: We value authenticity at StudySmarter, so don’t be afraid to let your personality come through in your writing. Share your motivations for wanting to join our team and how you align with our values. We’re looking for someone who fits in with our inclusive culture!
Apply Through Our Website: To make sure your application gets to us, apply directly through our website. It’s the easiest way for us to review your details and get back to you. Plus, it shows us that you’re proactive and keen to join our team!
How to prepare for a job interview at IDEX Consulting
✨Know Your Numbers
As a Chartered Financial Planner, it's crucial to be well-versed in financial metrics and market trends. Brush up on key statistics related to wealth planning and client acquisition, so you can confidently discuss how your expertise can drive growth for the firm.
✨Showcase Your Relationship Skills
This role emphasises relationship management, so prepare examples of how you've successfully built and maintained client relationships in the past. Think about specific strategies you've used to engage clients and how you can apply those to the new business opportunities you'll pursue.
✨Mentorship Matters
Since mentoring existing Planners is part of the job, be ready to discuss your approach to mentorship. Share experiences where you've guided others, highlighting your ability to foster growth and collaboration within a team.
✨Embrace Flexibility and Inclusivity
The firm values a flexible and inclusive work environment, so be prepared to talk about how you thrive in such settings. Discuss your adaptability and how you contribute to a positive team culture, ensuring that you align with their values.
