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- Tasks: Manage an existing client bank and develop new business opportunities.
- Company: Join Jenson Fisher, a leader in financial planning.
- Benefits: Competitive salary, bonuses, and hybrid work flexibility.
- Other info: Dynamic team environment with opportunities for professional growth.
- Why this job: Grow your career while making a real impact on clients' financial futures.
- Qualifications: CII Diploma in Regulated Financial Planning and substantial experience required.
The predicted salary is between 80000 - 120000 £ per year.
Jenson Fisher is looking for an experienced Financial Planner to manage an existing client bank and develop new business. The ideal candidate will possess the CII Diploma in Regulated Financial Planning (DipPFS) and have substantial experience in financial planning and client development. This hybrid role offers a competitive salary between £80,000 and £120,000, as well as bonuses based on client transition.
The role requires key skills such as effective communication, customer service, and adaptability in a team environment.
Senior Financial Planner: Grow Your Client Bank (Hybrid) employer: Jenson Fisher
Contact Detail:
Jenson Fisher Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planner: Grow Your Client Bank (Hybrid)
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for new opportunities. You never know who might have a lead or can introduce you to someone at Jenson Fisher.
✨Tip Number 2
Prepare for those interviews! Brush up on your communication skills and be ready to showcase your experience in managing client relationships. We want to see how you can grow that client bank and make a real impact.
✨Tip Number 3
Show off your adaptability! In a hybrid role, being flexible is key. Be prepared to discuss how you've successfully navigated both in-person and remote client interactions in the past.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Senior Financial Planner: Grow Your Client Bank (Hybrid)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and client development. We want to see how your skills align with the role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this hybrid role. Share specific examples of how you've grown client banks in the past and how you can bring that expertise to us.
Showcase Your Qualifications: Don’t forget to mention your CII Diploma in Regulated Financial Planning (DipPFS). This qualification is key for us, so make it prominent in your application to show you meet our requirements.
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’re considered for this exciting opportunity. Let’s get started!
How to prepare for a job interview at Jenson Fisher
✨Know Your Numbers
As a Senior Financial Planner, you’ll need to demonstrate your expertise in financial planning. Brush up on key metrics and case studies from your previous roles. Be ready to discuss how you've successfully managed client portfolios and grown your client bank.
✨Showcase Your Communication Skills
Effective communication is crucial in this role. Prepare to share examples of how you've built relationships with clients and resolved their concerns. Practise articulating complex financial concepts in simple terms, as this will show your ability to connect with clients.
✨Demonstrate Adaptability
In a hybrid role, adaptability is key. Think of instances where you've had to adjust your approach based on client needs or team dynamics. Highlight your flexibility and willingness to embrace change, as this will resonate well with the interviewers.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare insightful questions about Jenson Fisher’s approach to client development and their expectations for the role. This shows your genuine interest and helps you assess if the company aligns with your career goals.