Client-Bank Focused Financial Planner – Growth in St Albans

Client-Bank Focused Financial Planner – Growth in St Albans

St Albans Full-Time 80000 - 100000 £ / year (est.) On-site
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At a Glance

  • Tasks: Manage and develop client relationships while delivering top-notch financial advice.
  • Company: Join Jenson Fisher, a collaborative firm focused on client success.
  • Benefits: Enjoy a competitive salary of £80k-100k plus bonuses and a supportive work environment.
  • Other info: Full-time role based in St Albans with great growth potential.
  • Why this job: Make a real difference in clients' financial lives while growing your career.
  • Qualifications: Must hold the CII Diploma in Regulated Financial Planning.

The predicted salary is between 80000 - 100000 £ per year.

Jenson Fisher is looking for an experienced Financial Planner to manage and develop an existing client bank. This full-time role, based in St Albans, offers a competitive salary between £80k-100k plus bonus. The firm values a collaborative culture and requires a client-centric approach to financial advice.

The successful candidate will take on responsibilities such as:

  • Managing client relationships
  • Acquiring new clients
  • Ensuring high-quality service delivery

Qualified candidates must possess the CII Diploma in Regulated Financial Planning.

Client-Bank Focused Financial Planner – Growth in St Albans employer: Jenson Fisher

Jenson Fisher is an excellent employer, offering a supportive work culture that values flexibility and employee growth. Located in Dundee, Scotland, this part-time Financial Controller role provides an attractive salary alongside opportunities to enhance your financial expertise within a dynamic SME environment, making it a rewarding place for professionals seeking meaningful employment.

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Contact Details:

Jenson Fisher Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Client-Bank Focused Financial Planner – Growth in St Albans

✨Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

✨Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

✨Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

✨Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Jenson Fisher. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Client-Bank Focused Financial Planner – Growth in St Albans

Client Relationship Management
Client Acquisition
High-Quality Service Delivery
CII Diploma in Regulated Financial Planning
Financial Planning Expertise
Collaborative Approach
Client-Centric Approach

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Jenson Fisher.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Jenson Fisher's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Jenson Fisher

✨Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Jenson Fisher.

✨Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

✨Show Your Passion for Finance

Since this is a full-time position, employers at Jenson Fisher will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

✨Network with Industry Professionals

Before your interview, reach out to current or former Jenson Fisher employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.