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- Tasks: Meet clients to provide tailored financial planning and generate new business opportunities.
- Company: Join a reputable firm focused on delivering exceptional financial advice to private clients.
- Benefits: Enjoy a competitive salary, professional development, and a supportive team environment.
- Why this job: Make a real impact in clients' lives while growing your career in finance.
- Qualifications: QCA Level 4 minimum required; strong communication and analytical skills preferred.
- Other info: Opportunity for remote work and flexible hours available.
The predicted salary is between 42000 - 84000 £ per year.
Your details are being submitted. This may take up to 30 seconds so please be patient. Thank you23/06/2023Type of Position: Chartered Financial Planner – LancashirePay: £50k – £70kOur client is looking for a Private Client Advisor to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for the company.Key Responsibilities:To comply with FCA rules and guidance and Compliance and T&C procedures.Proactively generate new business opportunities using existing clients, leads provided by the company and self generated opportunities.Deal with client affairs with integrity and efficiency.To prepare full and complete recommendation reports, with the support of ParaPlanning teamTo maintain and develop client relations, maximising their potential and to accurately input information into the CRM system in a timely manner.To ensure all revenue targets are met and work is completed in a compliant manner and meets the company’s quality standards.To adhere fully to the company\’s Private Client PropositionTo work in a team environmentTo demonstrate commitment to the team by responding to referrals within the agreed SLA.To maintain appropriate CPDExperience in the following areas would be an advantage:Research, analysis and interpretation, file preparation, and report writingStrong written and verbal communication skills.Ability to work largely unsupervised, but to contribute and participate in team goals/objectivesExperienced in working with professional introducersAchievement of QCA Level 4 Minimum – EssentialIf you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy . #J-18808-Ljbffr
Chartered Financial Planner - Lancashire employer: JobLeads GmbH
Contact Detail:
JobLeads GmbH Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner - Lancashire
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working as Chartered Financial Planners. Attend local finance-related events or seminars in Lancashire to make connections and learn about potential job openings.
✨Tip Number 2
Familiarise yourself with the FCA rules and compliance procedures relevant to financial planning. This knowledge will not only help you in interviews but also demonstrate your commitment to adhering to industry standards.
✨Tip Number 3
Consider reaching out to current employees at the company you're applying to. They can provide insights into the company culture and expectations, which can be invaluable during your interview preparation.
✨Tip Number 4
Stay updated on the latest trends and developments in financial planning. Being knowledgeable about current market conditions and financial products will help you stand out as a candidate who is proactive and well-informed.
We think you need these skills to ace Chartered Financial Planner - Lancashire
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Chartered Financial Planner. Familiarise yourself with the key tasks mentioned in the job description, such as client meetings and compliance with FCA rules.
Tailor Your CV: Customise your CV to highlight relevant experience in financial planning, client relations, and compliance. Emphasise any achievements related to generating new business opportunities and maintaining client relationships.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the company's values. Mention specific examples of how you've successfully managed client affairs and met revenue targets in previous roles.
Highlight Relevant Qualifications: Ensure you mention your qualifications, especially if you have achieved QCA Level 4 or higher. This is essential for the role, so make it prominent in your application to demonstrate your suitability.
How to prepare for a job interview at JobLeads GmbH
✨Know Your Financial Regulations
Familiarise yourself with FCA rules and guidance, as well as the company's compliance procedures. Being able to discuss these regulations confidently will demonstrate your understanding of the industry and your commitment to ethical practices.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've successfully maintained and developed client relationships in the past. Highlight your ability to generate new business opportunities and how you’ve maximised client potential, as this is crucial for the role.
✨Demonstrate Your Analytical Skills
Be ready to discuss your experience with research, analysis, and report writing. Providing specific examples of how you've prepared recommendation reports will show your capability in handling the responsibilities of the position.
✨Emphasise Team Collaboration
Since the role involves working in a team environment, be prepared to talk about your experiences collaborating with others. Discuss how you respond to referrals and contribute to team goals, showcasing your commitment to teamwork.
