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- Tasks: Build 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 team and make a real difference in clients' financial lives.
- 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 in Southport 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 in Southport
✨Tip Number 1
Network like a pro! Get out there and connect with other financial planners and industry professionals. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Practice your pitch! You’ll want to be able to clearly articulate your experience and how you can add value to potential clients. We suggest rehearsing with friends or family to get comfortable. Remember, confidence is key when you’re in those client meetings!
✨Tip Number 3
Stay updated on industry trends! Make sure you’re aware of the latest financial strategies and regulations. This will not only help you in interviews but also show clients that you’re committed to providing the best advice. We recommend subscribing to financial news outlets or joining relevant webinars.
✨Tip Number 4
Apply through our website! It’s the easiest way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to apply directly. So, don’t hesitate – get your application in and let’s get you started on this exciting journey!
We think you need these skills to ace Financial Planner in Southport
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 – we love a good story!
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 metrics and investment strategies. Brush up on key financial concepts and be ready to discuss how you've applied them in past roles. This shows that you’re not just knowledgeable but also practical.
✨Build Rapport with Clients
Since developing and maintaining client relationships is crucial, think about examples from your experience where you successfully built rapport. Be prepared to share these stories during the interview to illustrate your interpersonal skills and client management abilities.
✨Stay Compliant
Understanding compliance is key in this role. Familiarise yourself with the latest regulations and be ready to discuss how you ensure compliance in your work. This will show that you take your responsibilities seriously and are committed to ethical practices.
✨Prepare for Technical Questions
Expect technical questions related to financial planning and investment management. Review common scenarios and prepare your thought process on how you would handle them. This preparation will help you feel more confident and articulate during the interview.
