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For Companies At a Glance
- Tasks: Provide independent financial advice to high-net-worth clients and manage their portfolios.
- Company: Prominent financial advisory firm in Carlisle with a strong reputation.
- Benefits: Attractive salary, flexible working hours, and opportunities for professional growth.
- Why this job: Make a real difference in clients' financial futures while building lasting relationships.
- Qualifications: Experience in holistic financial planning and strong client interaction skills.
- Other info: Join a supportive team focused on long-term success and client satisfaction.
The predicted salary is between 36000 - 60000 £ per year.
A prominent financial advisory firm in Carlisle is seeking a Financial Planner to provide independent advice to high-net-worth individuals. The role involves covering the northern county, cultivating client portfolios, and servicing recurring income, focusing on long-term financial success.
Ideal candidates should have experience in holistic financial planning and resilience in client interactions.
Private Client Financial Planner – Holistic Wealth for HNW in Carlisle employer: JohnstonGreer
Contact Detail:
JohnstonGreer Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Financial Planner – Holistic Wealth for HNW in Carlisle
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning world. Attend industry events, join relevant groups on social media, and don’t be shy about reaching out to potential mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers or clients, make sure to highlight your experience in holistic financial planning. Share success stories that demonstrate your ability to cultivate client portfolios and achieve long-term financial success.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios you might face as a Financial Planner. Think about how you would handle challenging client interactions and be ready to discuss your strategies for resilience. Confidence is key!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got some fantastic opportunities waiting for you, and applying directly can give you an edge. Plus, it shows you’re genuinely interested in being part of our team!
We think you need these skills to ace Private Client Financial Planner – Holistic Wealth for HNW in Carlisle
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects your experience in holistic financial planning. Highlight any relevant achievements and skills that align with the role of a Private Client Financial Planner, especially those that showcase your ability to work with high-net-worth individuals.
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 contribute to our team. Be sure to mention your resilience in client interactions and any specific experiences that demonstrate your expertise.
Showcase Your Client-Centric Approach: In both your CV and cover letter, emphasise your commitment to cultivating client portfolios and servicing recurring income. We want to see how you've helped clients achieve long-term financial success in your previous roles.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. This way, we can easily track your application and ensure it gets the attention it deserves!
How to prepare for a job interview at JohnstonGreer
✨Know Your Stuff
Make sure you brush up on holistic financial planning principles and the specific needs of high-net-worth individuals. Familiarise yourself with the latest trends in wealth management, as this will show your potential employer that you're not just knowledgeable but also passionate about the field.
✨Showcase Your Client Interaction Skills
Since the role involves resilience in client interactions, prepare examples from your past experiences where you've successfully navigated challenging conversations or built strong relationships with clients. This will demonstrate your ability to handle the nuances of high-net-worth clientele.
✨Understand the Firm's Values
Research the financial advisory firm thoroughly. Understand their approach to client service and how they define long-term financial success. Tailor your responses to align with their values, showing that you’re a great fit for their team.
✨Prepare Thoughtful Questions
At the end of the interview, you'll likely have the chance to ask questions. Prepare insightful queries about their strategies for cultivating client portfolios or how they measure success in client relationships. This shows your genuine interest in the role and helps you assess if the firm is the right fit for you.
