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- Tasks: Join our team to provide tailored financial advice and manage client portfolios.
- Company: An independent Financial Advisory firm focused on holistic financial planning since 2014.
- Benefits: Enjoy a competitive salary and hybrid working options for better work-life balance.
- Why this job: Make a real impact by helping clients achieve their financial goals in a supportive environment.
- Qualifications: Chartered Financial Adviser or close to qualification, with strong technical knowledge and paraplanning experience.
- Other info: Experience with cash flow modelling and effective communication skills are essential.
My client is a fully independent Financial Advisory firm, providing both businesses and individuals with sound Financial Planning and Financial Advice across Investments, Inheritance Planning, Retirement Planning, Cash Flow Planning and Investment & Tax Planning for Businesses since 2014. Focusing on goals-based holistic Financial Planning.
Want to apply Read all the information about this position below, then hit the apply button.
We are urgently seeking a Chartered Financial Adviser to join the existing Financial Advisory team and to service our clients on a daily basis. Specifically you\’ll be responsible for:
* Working collaboratively with our paraplanners, you will give advice to our clients to help them best achieve their goals. You will present lifetime cashflow forecasts with multiple scenarios. You will also present financial plans with our advice, and suitability reports for regulated recommendations.
* Managing a portfolio of clients, delivering scheduled reviews, and all advice needed during the year.
* Meeting prospective clients, to assess the advice they need, and propose how we can best help them.
* With strong technical knowledge, you will support other members of the Balance team.
* Nurture all your client relationships, as well as important professional relationships.
We require a Chartered Financial Adviser (possibly will consider someone who is very close to Chartered qualification level) with strong technical knowledge and bringing with you a number of years of Technical Paraplanning experience, We require you to have Pension Transfer qualifications and experience in preparing defined benefit pension advice. You will work holistically, and be able to see a client’s ‘big picture’ and work out how they can best achieve their life goals. You may already be using the Kinder Institute life planning approach or something similar and must be comfortable inn a wide range of Financial Planning areas. You will also have cash flow modelling experience ideally using Voyant as well as being an effective communicator at all levels.
A great salary is offered with this role, as well as hybrid working options
Chartered Financial Planner employer: Lime People Search & Select Ltd
Contact Detail:
Lime People Search & Select Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend relevant events or webinars where you can meet other Chartered Financial Planners and learn about their experiences. This can help you gain insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the Kinder Institute life planning approach or similar methodologies. Being able to discuss these frameworks during interviews will demonstrate your commitment to holistic financial planning and your readiness to integrate them into your practice.
✨Tip Number 3
Brush up on your cash flow modelling skills, particularly using Voyant. If you can showcase your ability to create detailed lifetime cash flow forecasts during discussions, it will set you apart as a candidate who is technically proficient and ready to hit the ground running.
✨Tip Number 4
Prepare to discuss your experience in managing client portfolios and delivering scheduled reviews. Be ready to share specific examples of how you've nurtured client relationships and provided tailored advice, as this will highlight your suitability for the role.
We think you need these skills to ace Chartered Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial planning, particularly your technical knowledge and any paraplanning experience. Emphasise your qualifications, especially if you have Pension Transfer qualifications or are close to Chartered status.
Craft a Compelling Cover Letter: In your cover letter, explain why you're passionate about financial planning and how your skills align with the company's goals. Mention your experience with cash flow modelling and your ability to see the 'big picture' for clients.
Showcase Your Communication Skills: Since effective communication is key in this role, provide examples in your application of how you've successfully communicated complex financial concepts to clients or colleagues in the past.
Highlight Client Relationship Management: Discuss your experience in managing client relationships and delivering scheduled reviews. Illustrate how you've nurtured these relationships and provided tailored advice to meet their needs.
How to prepare for a job interview at Lime People Search & Select Ltd
✨Showcase Your Technical Knowledge
As a Chartered Financial Planner, it's crucial to demonstrate your strong technical knowledge during the interview. Be prepared to discuss your experience with pension transfers and defined benefit pension advice, as well as your familiarity with cash flow modelling tools like Voyant.
✨Emphasise Client Relationship Management
Highlight your ability to nurture client relationships and manage a portfolio effectively. Share examples of how you've successfully delivered scheduled reviews and provided tailored advice to clients in the past.
✨Demonstrate Holistic Financial Planning Skills
Since the role focuses on goals-based holistic financial planning, be ready to explain how you approach financial planning from a big-picture perspective. Discuss any methodologies you use, such as the Kinder Institute life planning approach, to help clients achieve their life goals.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to present lifetime cashflow forecasts. Practice articulating how you would handle various client situations and provide suitable recommendations based on their unique needs.
