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- Tasks: Develop new business and build lasting professional relationships in financial planning.
- Company: Leading integrated Wealth Manager with a focus on inclusion and diversity.
- Benefits: Competitive salary up to £100,000, mentorship, and full support for your success.
- Other info: Dynamic environment with strong earning potential and career growth opportunities.
- Why this job: Join a top industry name and unlock your potential with clear career progression.
- Qualifications: Chartered or near-chartered financial planner with networking skills.
The predicted salary is between 95000 - 105000 £ per year.
A leading integrated Wealth Manager organisation are looking to add an experienced Financial Planner to their team in Surrey. They are looking for Chartered (or very close to) and this role really encompasses new business development and cultivating professional connections.
You must embrace networking (both internally and externally) to foster long term, trusting relationships to ultimately allow your client to receive the best professional services and support possible. This role has a clear career pathway to Partner level which in turn will lead to exceptionally strong earning potential.
A starting salary of up to circa £100,000 basic is on offer for this particular position but alongside that you get to work with extremely experienced and successful peers who will mentor you and help you develop your career to wherever you want it to reach. You will also enjoy full back office and paraplanning support so you can focus on the things you do best.
If you want to work for one of the top names in the industry and begin a journey that could completely change your career then please apply or contact me for a confidential conversation.
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.
Associate Director - FP Bracknell in Felbridge employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Director - FP Bracknell in Felbridge
✨Tip Number 1
Networking is key! Get out there and connect with professionals in the industry. Attend events, join relevant groups, and don’t be shy about reaching out to people on LinkedIn. The more connections you make, the better your chances of landing that dream role.
✨Tip Number 2
Showcase your expertise! When you meet potential employers or network contacts, share your knowledge and insights about financial planning. This not only demonstrates your skills but also helps build trust and credibility with those who could help you land a job.
✨Tip Number 3
Don’t forget to follow up! After meeting someone, drop them a quick message thanking them for their time and reiterating your interest in opportunities. A simple follow-up can keep you top of mind when they hear about openings.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it shows you’re serious about joining our team and ready to take the next step in your career.
We think you need these skills to ace Associate Director - FP Bracknell in Felbridge
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Associate Director - FP. Highlight your experience in financial planning and any relevant qualifications, especially if you're Chartered or close to it. We want to see how your skills align with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for networking and building relationships. Tell us why you’re excited about this opportunity and how you can contribute to our team at StudySmarter.
Showcase Your Networking Skills: Since this role involves a lot of networking, don’t forget to mention any relevant connections or experiences. We love seeing candidates who can cultivate professional relationships, so share examples of how you've done this in the past!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at IDEX Consulting
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge and the latest industry trends. Being well-versed in the specifics of wealth management will show that you're serious about the role and can contribute from day one.
✨Network Like a Pro
Since this role emphasises networking, prepare to discuss your past experiences in building professional relationships. Think of examples where you've successfully cultivated connections and how those have benefited your clients.
✨Show Your Ambition
This position has a clear pathway to Partner level, so don’t shy away from expressing your career aspirations. Talk about your long-term goals and how you see yourself growing within the company. It’ll demonstrate your commitment and ambition.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture, mentorship opportunities, and how they support their financial planners. This not only shows your interest but also helps you gauge if the company is the right fit for you.