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- Tasks: Develop and maintain client relationships while providing tailored financial advice.
- Company: Respected Chartered Financial Planners firm in Liverpool.
- Benefits: 25 days holiday, hybrid working, cycle to work scheme, and a bonus scheme.
- Why this job: Join a growing firm and make a real impact on clients' financial futures.
- Qualifications: Minimum Diploma in Regulated Financial Planning and 5 years of experience.
- Other info: Embrace a diverse and inclusive workplace with excellent career development opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Our client is a well respected firm of Chartered Financial Planners in Liverpool. Due to the continued growth of the business they are looking to recruit an experienced Financial Planner. The role of the Financial Planner is to develop new and maintain existing business streams, and to inform Clients of financial strategies and plans appropriate to their needs and objectives. The Financial Planner will also be involved in making investment management decisions.
Responsibilities
- Developing and maintaining Client relationships to help maintain business flow and meet agreed targets
- Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
- Promoting the profile of the business within the profession and wider communities
- Providing financial information and advice to Clients, appropriate to their individual needs
- Continuous professional development to meet regulatory requirements and personal development needs
- Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally
Role responsibilities
- The development and acquisition of new financial advice business to ensure that business targets are met
- Some technical aspects of preparing for Client meetings, including financial recommendations and Client presentations
- Running and managing Client meetings
- Preparation of meeting notes and fact finding documentation
- Ensuring that all Client requirements are followed through to the appropriate conclusion
- Managing an ongoing review service appropriate to the Client’s needs in line with the business’s proposition offering
Qualifications
- Minimum Diploma in Regulated financial planning working towards Chartered status
- Experience: 5 years working in financial services
Compensation Package
- 25 days holiday plus bank holidays
- Birthday Off
- Hybrid working once probation is passed
- Cycle to work scheme
- 10 x death in service
- PMI
- Pension 5%
- Bonus scheme
Equal Opportunity Statement
We are committed to diversity and inclusivity.
Financial Planner employer: Independent Resourcing Consultancy Ltd
Contact Detail:
Independent Resourcing Consultancy Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning world. Attend industry events, join relevant groups on LinkedIn, and don’t be shy about reaching out to potential contacts. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! Create a portfolio that highlights your achievements and successful client relationships. Use this as a conversation starter during interviews or networking events. It’s all about demonstrating how you can add value to the firm.
✨Tip Number 3
Prepare for interviews by researching the company and its culture. Understand their approach to financial planning and think about how your skills align with their goals. This will help you tailor your responses and show that you’re genuinely interested in being part of their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for talented Financial Planners like you. Plus, it’s a great way to ensure your application gets seen by the right people. Let’s get you that dream job!
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your experience in developing client relationships and any relevant qualifications. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your skills align with our client's needs. Keep it engaging and personal, so we get a sense of who you are.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you've met targets or improved client satisfaction. This helps us see the impact you've made in your previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother 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 Independent Resourcing Consultancy Ltd
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your understanding of financial strategies and investment management. Brush up on key financial metrics and be ready to discuss how you’ve used them in past roles. This shows you’re not just familiar with the theory but can apply it practically.
✨Build Rapport
Client relationships are crucial in this role. During the interview, practice building rapport with your interviewer. Use active listening skills, ask insightful questions about their firm, and share relevant experiences that highlight your ability to connect with clients.
✨Showcase Your Compliance Knowledge
Since compliance is a big part of the job, be prepared to discuss how you ensure that your advice meets regulatory requirements. Bring examples of how you’ve navigated compliance challenges in the past, as this will show your commitment to responsible business practices.
✨Prepare for Scenario Questions
Expect scenario-based questions where you might need to outline how you would handle specific client situations. Think through potential scenarios beforehand and prepare structured responses that highlight your problem-solving skills and client-centric approach.
