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- Tasks: Provide tailored financial advice on investments, pensions, tax, and trusts to high-net-worth clients.
- Company: Established firm known for quality service and growth in the financial sector.
- Benefits: Competitive salary, professional development, and opportunities for networking.
- Why this job: Make a significant impact on clients' financial success while building valuable relationships.
- Qualifications: Level 4 qualification and experience in holistic financial planning required.
- Other info: Join a dynamic team focused on client satisfaction and business growth.
The predicted salary is between 36000 - 60000 £ per year.
An established industry player is seeking a Financial Planner to join their Private Client team. This role involves providing tailored advice on Investments, Pensions, Tax, and Trusts to high-net-worth individuals, including business owners and professionals.
The ideal candidate will have a Level 4 qualification and experience in holistic financial planning. You will play a crucial role in maintaining client relationships and maximizing business opportunities through networking and referrals.
Join a firm known for its commitment to quality and growth, where your expertise will make a significant impact on clients' financial success.
Financial Planner for HNW Clients in Scotland in Aberdeen employer: JohnstonGreer Ltd
Contact Detail:
JohnstonGreer Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner for HNW Clients in Scotland in Aberdeen
✨Tip Number 1
Network like a pro! Attend industry events and connect with other financial planners or potential clients. Building relationships is key, especially when dealing with high-net-worth individuals.
✨Tip Number 2
Showcase your expertise! Create a personal brand on social media or professional platforms. Share insights on investments, pensions, and tax strategies to attract attention from potential clients.
✨Tip Number 3
Don’t underestimate referrals! Ask satisfied clients for introductions to their network. Word-of-mouth can be a powerful tool in landing new high-net-worth clients.
✨Tip Number 4
Apply through our website! We’re always on the lookout for talented financial planners. Your next big opportunity could be just a click away, so don’t hesitate to reach out!
We think you need these skills to ace Financial Planner for HNW Clients in Scotland in Aberdeen
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 qualification and any relevant experience in holistic financial planning. We want to see how your skills align with the needs of high-net-worth clients, so don’t hold back on showcasing your expertise!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning for HNW clients and how you can contribute to our team. Keep it personal and engaging – we love a good story!
Showcase Your Networking Skills: Since maintaining client relationships is key, mention any networking or referral strategies you've successfully used in the past. We’re looking for someone who can build connections and maximise business opportunities, so let us know how you do it!
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. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at JohnstonGreer Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of investments, pensions, tax, and trusts. High-net-worth clients expect tailored advice, so be ready to discuss how your experience aligns with their needs.
✨Showcase Your Qualifications
Since a Level 4 qualification is essential, don’t just mention it—bring it to life! Share specific examples of how your qualifications have helped you in previous roles, especially in holistic financial planning.
✨Build Rapport
Client relationships are key in this role. Practice your interpersonal skills and think about how you can connect with potential clients. Be prepared to share stories that demonstrate your ability to build trust and maintain long-term relationships.
✨Network Like a Pro
Networking is crucial for maximising business opportunities. Come prepared with ideas on how you’ve successfully generated referrals in the past. This shows you’re proactive and understand the importance of expanding your client base.
