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- Tasks: Provide expert financial advice and help clients achieve their life goals.
- Company: Independent Financial Advisory firm with a focus on holistic planning.
- Benefits: Great salary, hybrid working options, and professional development opportunities.
- Why this job: Make a real difference in clients' lives while growing your financial expertise.
- Qualifications: Chartered Financial Adviser or close to qualification with strong technical knowledge.
- Other info: Collaborative team environment with opportunities for career advancement.
The predicted salary is between 36000 - 60000 £ per year.
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.
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 in 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 in Nottingham employer: Lime Professional Services
Contact Detail:
Lime Professional Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner in Nottingham
✨Tip Number 1
Network like a pro! Get out there and connect with other financial professionals. Attend industry events, join online forums, and don’t be shy about reaching out on LinkedIn. The more people you know, the better your chances of landing that Chartered Financial Planner role.
✨Tip Number 2
Practice your pitch! When meeting prospective clients, make sure you can clearly explain how you can help them achieve their financial goals. Tailor your approach to each client’s needs and show off your technical knowledge. Confidence is key!
✨Tip Number 3
Showcase your expertise! Create a portfolio that highlights your experience in cash flow modelling and pension advice. Use real-life examples (while respecting confidentiality) to demonstrate how you've helped clients in the past. This will set you apart from the competition.
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for talented Chartered Financial Advisers. By applying directly, you’ll ensure your application gets the attention it deserves. Plus, we love seeing candidates who are proactive!
We think you need these skills to ace Chartered Financial Planner in Nottingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Chartered Financial Planner role. Highlight your technical knowledge, client management experience, and any relevant qualifications 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 your experience aligns with our goals-based approach. Be genuine and let your personality come through!
Showcase Your Technical Skills: Since we’re looking for someone with strong technical knowledge, don’t shy away from mentioning specific tools or methodologies you’ve used, like cash flow modelling with Voyant. This will help us see your expertise in action.
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 the role. Plus, it shows us you’re keen to join our team!
How to prepare for a job interview at Lime Professional Services
✨Know Your Financial Planning Stuff
Make sure you brush up on your technical knowledge, especially around cash flow modelling and pension transfers. Be ready to discuss specific scenarios and how you would approach them, as this will show your expertise and confidence in the field.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've nurtured client relationships in the past. Think about times when you've gone above and beyond to meet a client's needs or how you've effectively communicated complex financial concepts to them.
✨Practice Your Presentation Skills
Since you'll be presenting financial plans and suitability reports, practice explaining these concepts clearly and concisely. You might even want to do a mock presentation with a friend to get comfortable with your delivery.
✨Understand Their Holistic Approach
Familiarise yourself with the Kinder Institute life planning approach or similar methodologies. Be prepared to discuss how you can integrate this into your work and help clients achieve their life goals through a holistic financial planning strategy.
