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- Tasks: Provide personalised investment and pension advice while managing client relationships.
- Company: Established financial services firm with a focus on ethics and professionalism.
- Benefits: Flexible working environment and opportunities for career progression.
- Why this job: Join a client-focused team and make a real difference in people's financial lives.
- Qualifications: Level 4 qualification and an entrepreneurial mindset required.
- Other info: Great opportunity for growth in a supportive and professional culture.
The predicted salary is between 36000 - 60000 £ per year.
A well-established financial services firm seeks an experienced Financial Planner to join their team in the United Kingdom. In this client-facing role, you will provide personalized investment and pension advice, manage client relationships, and contribute to a culture prioritizing ethics and professionalism.
Ideal candidates will possess a Level 4 qualification and a strong entrepreneurial mindset. This is a great opportunity for those seeking a flexible working environment with career progression potential.
Senior Financial Planner — Client‑Focused & Flexible employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planner — Client‑Focused & Flexible
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you to the right people.
✨Tip Number 2
Prepare for those interviews by researching the company and its values. Since this role is all about client focus and ethics, think about how your experience aligns with their culture and be ready to share examples that showcase your professionalism.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation and reiterate your interest in the role. It shows you’re keen and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you stand out, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications!
We think you need these skills to ace Senior Financial Planner — Client‑Focused & Flexible
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Senior Financial Planner role. Highlight your Level 4 qualification and any relevant client-facing experience to show us you’re the right fit.
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 your entrepreneurial mindset can contribute to our team. Keep it personal and engaging!
Showcase Your Client Relationship Skills: Since this role is all about managing client relationships, be sure to include examples of how you've successfully built and maintained client connections in the past. We want to see your people skills in action!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at IDEX Consulting
✨Know Your Numbers
As a Senior Financial Planner, you'll need to demonstrate your expertise in investment and pension advice. Brush up on the latest market trends, financial regulations, and any recent changes in pension schemes. Being able to discuss these confidently will show that you're not just knowledgeable but also proactive.
✨Showcase Your Client Relationship Skills
This role is client-focused, so be prepared to share examples of how you've successfully managed client relationships in the past. Think about specific situations where you went above and beyond for a client or turned a challenging situation into a positive outcome. This will highlight your interpersonal skills and commitment to client satisfaction.
✨Emphasise Your Ethical Approach
Given the firm's focus on ethics and professionalism, it's crucial to convey your own values during the interview. Be ready to discuss how you prioritise ethical considerations in your financial planning and decision-making processes. This will resonate well with the company's culture and mission.
✨Demonstrate Flexibility and Entrepreneurial Spirit
With a strong entrepreneurial mindset being a key trait for this role, think of ways you've shown flexibility and innovation in your previous positions. Whether it’s adapting to new regulations or finding creative solutions for clients, sharing these experiences will illustrate that you’re a great fit for their dynamic environment.
