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- Tasks: Manage client portfolios and provide holistic financial advice.
- Company: Dynamic consultancy firm based in Weymouth with a supportive team.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Why this job: Make a real difference in clients' financial lives while growing your network.
- Qualifications: Commercial experience, chartered status, and strong networking skills.
- Other info: Focus on client relationships with excellent support from a dedicated team.
The predicted salary is between 36000 - 60000 £ per year.
A consultancy firm is seeking a Consultant for its Financial Planning team based in Weymouth. The role focuses on managing a client portfolio and advising holistically. Ideal candidates will have commercial experience and chartered status, along with strong networking skills to attract new clients. The position will be supported by a dedicated team, allowing a focus on client advice and relationship development.
Financial Planning Consultant - Client Portfolio Advisor in Weymouth 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 Planning Consultant - Client Portfolio Advisor in Weymouth
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant groups. The more people you know, the better your chances of landing that Financial Planning Consultant role.
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers or clients, make sure to highlight your commercial experience and chartered status. Let them know how you can add value to their team.
✨Tip Number 3
Practice your pitch! Be ready to explain how you manage client portfolios and develop relationships. A clear, confident delivery can set you apart from other candidates.
✨Tip Number 4
Apply through our website! We’ve got all the resources you need to make your application stand out. Plus, it shows you’re serious about joining our team in Weymouth.
We think you need these skills to ace Financial Planning Consultant - Client Portfolio Advisor in Weymouth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your commercial experience and any relevant qualifications, like chartered status. We want to see how your skills align with the role of a Financial Planning Consultant.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your networking skills and how you can attract new clients. We love seeing genuine enthusiasm for the role and our team.
Showcase Your Client Management Skills: In your application, emphasise your experience in managing client portfolios and providing holistic advice. We’re looking for someone who can build strong relationships, so let us know how you’ve done this in the past.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Independent Resourcing Consultancy Ltd
✨Know Your Numbers
Brush up on your financial knowledge and be ready to discuss key metrics and trends in the industry. This role is all about managing client portfolios, so demonstrating your understanding of financial planning concepts will show you're the right fit.
✨Showcase Your Networking Skills
Prepare examples of how you've successfully built relationships in the past. Since attracting new clients is crucial, think of specific instances where your networking led to tangible results. This will highlight your ability to grow the client base.
✨Demonstrate Holistic Thinking
Be ready to explain how you approach financial planning from a holistic perspective. Discuss how you consider various aspects of a client's life when advising them, as this aligns with the consultancy's focus on comprehensive client care.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to client management and team dynamics. This shows your genuine interest in the role and helps you assess if the company culture aligns with your values.
