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- Tasks: Provide expert financial advice and manage client relationships in a supportive team.
- Company: Respected financial planning firm in the UK with a client-focused approach.
- Benefits: Competitive salary up to £75,000, generous holiday allowance, and training budget.
- Why this job: Make a real difference in clients' lives while enjoying significant earnings potential.
- Qualifications: Experience in financial planning and strong relationship management skills.
- Other info: Join a dynamic team with opportunities for professional growth.
The predicted salary is between 60000 - 75000 £ per year.
A respected financial planning firm in the United Kingdom is seeking an experienced Financial Planner to provide expert financial advice tailored to individual client needs. The successful candidate will manage client relationships, deliver holistic financial planning advice across investments, pensions, and protection, and work within an established team.
The role offers significant earnings potential, a competitive salary up to £75,000, and an excellent benefits package, including a generous holiday allowance and training budget.
Senior Financial Planner | Client‐Focused Wealth Management in London employer: Jobster
Contact Detail:
Jobster Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planner | Client‐Focused Wealth Management in London
✨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 opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios specific to financial planning. We recommend role-playing with a friend or using online resources to get comfortable discussing your expertise in investments, pensions, and protection.
✨Tip Number 3
Showcase your client-focused approach! During interviews, share examples of how you've tailored financial advice to meet individual client needs. This will demonstrate your ability to build strong relationships and deliver personalised service.
✨Tip Number 4
Don't forget to 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 engage directly with us.
We think you need these skills to ace Senior Financial Planner | Client‐Focused Wealth Management in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that align with the Senior Financial Planner role. Highlight your expertise in investments, pensions, and protection to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial planning and how you can add value to our team. Be personal and let your personality come through.
Showcase Client Relationships: Since managing client relationships is key for this role, share examples of how you've successfully built and maintained client trust in your previous positions. We want to see your people skills in action!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest 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 Jobster
✨Know Your Financial Stuff
Make sure you brush up on the latest trends in financial planning, especially around investments, pensions, and protection. Being able to discuss these topics confidently will show that you're not just knowledgeable but also passionate about providing tailored advice.
✨Showcase Client Relationship Skills
Prepare examples of how you've successfully managed client relationships in the past. Think about specific situations where you went above and beyond to meet a client's needs. This will demonstrate your client-focused approach, which is crucial for this role.
✨Understand the Firm's Values
Research the firm’s mission and values before the interview. Be ready to explain how your personal values align with theirs. This shows that you’re not just looking for any job, but that you genuinely want to be part of their team.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of the interview. Inquire about their approach to holistic financial planning or how they support their team’s professional development. This not only shows your interest but also helps you gauge if the firm is the right fit for you.
