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For Companies At a Glance
- Tasks: Manage client relationships and provide tailored financial advice.
- Company: Join an award-winning Financial Advisory firm with a stellar reputation.
- Benefits: Enjoy a competitive salary, bonuses, healthcare, and flexible working options.
- Why this job: This role offers a chance to build strong client connections in a supportive environment.
- Qualifications: Chartered Adviser status and experience in financial planning are essential.
- Other info: Full back-office support allows you to focus solely on client meetings.
The predicted salary is between 43200 - 72000 £ per year.
This award-winning Financial Advisory firm is looking for an exceptional Chartered Adviser to take over one of their top-performing consultant\’s clients. You will be able to manage an existing book of clients while also developing further business. To ensure that the successful individual can purely focus on client meetings and relationships, full exceptional back-office support will be provided. Key Responsibilities You will meet with clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations. You must outline with your clients the type of ongoing service that they wish to receive. You will plan, work towards, and generate a pipeline that sufficiently meets your pre-agreed business targets. You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations. You must utilise the research panel when selecting the tailored advice for your clients while ensuring that all client files are kept up to date and well maintained. In return, they will provide an exceptional salary and bonus package, with a whole host of excellent benefits such as healthcare and flexibility. #J-18808-Ljbffr
Senior Financial Planner employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planner
✨Tip Number 1
Network with professionals in the financial advisory sector. Attend industry events or webinars to connect with current employees at the firm and gain insights into their culture and expectations.
✨Tip Number 2
Familiarise yourself with the latest FCA regulations and compliance requirements. Being well-versed in these areas will demonstrate your commitment to maintaining high standards in client service.
✨Tip Number 3
Prepare to discuss your approach to client relationship management during interviews. Highlight specific strategies you've used to build and maintain strong client relationships in your previous roles.
✨Tip Number 4
Research the firm's existing client base and tailor your discussions around how you can add value to their services. Showing that you understand their clients' needs will set you apart from other candidates.
We think you need these skills to ace Senior Financial Planner
Some tips for your application 🫡
Understand the Role: Thoroughly read the job description for the Senior Financial Planner position. Make sure you understand the key responsibilities and expectations, particularly around client management and compliance with FCA regulations.
Tailor Your CV: Customise your CV to highlight relevant experience in financial planning and client relationship management. Emphasise any previous roles where you successfully managed a book of clients or met business targets.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advisory and your commitment to providing exceptional client service. Mention specific examples of how you've delivered high levels of service in past roles.
Highlight Compliance Knowledge: In your application, make sure to mention your understanding of FCA rules and regulations. Provide examples of how you have adhered to compliance standards in your previous positions.
How to prepare for a job interview at IDEX Consulting
✨Showcase Your Client Management Skills
As a Senior Financial Planner, your ability to manage client relationships is crucial. Be prepared to discuss specific examples of how you've successfully maintained and developed client portfolios in the past.
✨Demonstrate Compliance Knowledge
Understanding FCA rules and regulations is key in this role. Brush up on relevant compliance topics and be ready to explain how you ensure adherence in your financial planning processes.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and decision-making abilities. Think about scenarios where you've had to tailor advice to meet client needs and how you approached those situations.
✨Highlight Your Business Development Strategies
The role involves generating new business, so be ready to discuss your strategies for building a pipeline. Share any successful tactics you've used in the past to attract and retain clients.
