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- Tasks: Develop new business and build lasting professional relationships.
- Company: Leading integrated Wealth Manager with a strong reputation.
- Benefits: Competitive salary, mentorship from industry experts, and full support.
- Why this job: Join a top firm and unlock your potential for career growth.
- Qualifications: Chartered or near-chartered financial planning experience required.
- Other info: Clear pathway to Partner level with exceptional earning potential.
The predicted salary is between 36000 - 60000 £ 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 £, 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.
Associate Director - FP Bracknell in Surrey 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 Surrey
✨Tip Number 1
Networking is key! Get out there and connect with professionals in the industry. Attend events, join online forums, 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 job.
✨Tip Number 2
Showcase your expertise! When you meet potential employers or clients, make sure to highlight your skills and experiences. Share success stories that demonstrate your ability to develop new business and build lasting relationships. This will set you apart from the competition.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After meeting someone or having an interview, send a quick thank-you note or message. It shows your appreciation and keeps you fresh in their minds. Plus, it’s a great way to reinforce those professional connections.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can give you an edge. Plus, it shows you’re serious about joining our team. So, what are you waiting for? Dive in and start your journey with us!
We think you need these skills to ace Associate Director - FP Bracknell in Surrey
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Associate Director role. Highlight your financial planning expertise and any relevant networking achievements 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 you can contribute to our team. Don’t forget to mention your career aspirations and how they align with our pathway to Partner level.
Showcase Your Networking Skills: Since this role emphasises building professional connections, share examples of how you’ve successfully networked in the past. We want to see your ability to cultivate long-term relationships that benefit clients.
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 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 hold your own in discussions.
✨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 the support you'll receive. This not only shows your interest but also helps you gauge if the company is the right fit for you.
